Benefits broker of record · SAN DIEGO, CA
LPL FINANCIAL SERVICES
LPL FINANCIAL SERVICES of SAN DIEGO, CA is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.
Contracts brokered
3
Book size
$10k–100k
States
CA
Clients on file
| Employer | Carrier | Renews |
|---|---|---|
| NATIONAL ASSOCIATION OF GOVERNMENT EMPLOYEES | VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY | December |
| ONEIDA NATION | TRANSAMERICA LIFE INSURANCE COMPANY | December |
| REHABILITATION INSTITUTE OF CHICAGO DBA SHIRLEY RYAN ABILITYLAB | TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY | December |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A