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Benefits broker of record · SUGAR LAND, TX

LPL FINANCIAL LLC

LPL FINANCIAL LLC of SUGAR LAND, TX is named as the broker of record on 2 insurance contracts in public Form 5500 Schedule A filings.

One of 69 offices of LPL FINANCIAL CORPORATION.

Contracts brokered
2
Book size
under $10k
Office state
TX

Book profile

LPL FINANCIAL LLC brokers 2 insured contracts for 1 employer, all in Texas.

EMPOWER ANNUITY INSURANCE COMPANY writes the most contracts in the book (1, about 50%); MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY follow.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
GOLDEN PASS LNG TERMINAL, LLCHOUSTON, TXMASSACHUSETTS MUTUAL LIFE INSURANCE COMPANYAnnuity / GIC—FY2025
GOLDEN PASS LNG TERMINAL, LLCHOUSTON, TXEMPOWER ANNUITY INSURANCE COMPANYAnnuity / GIC—FY2025

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)

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