Benefits broker of record · MEDINA, OH
LPL FINANCIAL LLC
LPL FINANCIAL LLC of MEDINA, OH is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.
One of 69 offices of LPL FINANCIAL CORPORATION.
Book profile
LPL FINANCIAL LLC brokers 3 insured contracts for 3 employers, across 2 states, led by OH, MD.
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY writes the most contracts in the book (2, about 67%); EMPOWER ANNUITY INSURANCE COMPANY OF AMERICA follow.
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 |
|---|---|---|---|
| AMERICAN LIGHT METALS, LLC DBA EMPIRE DIE CASTING COMPANY | MACEDONIA, OH | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| WINDOW NATION LLC | FULTON, MD | EMPOWER ANNUITY INSURANCE COMPANY OF AMERICAAnnuity / GIC | —FY2024 |
| FIRE-DEX, LLC | MEDINA, OH | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
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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