Benefits broker of record · CLINTON, WI
LPL FINANCIAL, LLC
LPL FINANCIAL, LLC of CLINTON, WI is named as the broker of record on 9 insurance contracts in public Form 5500 Schedule A filings.
One of 69 offices of LPL FINANCIAL CORPORATION.
9 contracts on file name LPL FINANCIAL, LLC as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
LPL FINANCIAL, LLC brokers 9 insured contracts for 9 employers, across 8 states, led by CA, DC, IN.
STANDARD INSURANCE COMPANY writes the most contracts in the book (6, about 67%); MINNESOTA LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 100% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| RAWBAR, INC. | METAIRIE, LA | STANDARD INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| DUTCH MAFIA, LLC | GRANTS PASS, OR | STANDARD INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| FIRST NATIONAL BANK OF MOOSE LAKE | MOOSE LAKE, MN | STANDARD INSURANCE COMPANY | Jan 1FY2025 |
| SPALDINGS, INC. | SPOKANE, WA | STANDARD INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| K.F. HOWELL ELECTRIC, LLC | SANTA CLARA, CA | MINNESOTA LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
more employers in LPL FINANCIAL, LLC's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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