Insurance carrier
LINCOLN INVESTMENT PLANNING LLC
LINCOLN INVESTMENT PLANNING LLC appears on 1 employer benefit contract in public Form 5500 Schedule A filings.
Book profile
LINCOLN INVESTMENT PLANNING LLC writes 1 insured contract for 1 employer, all in Arizona.
LINCOLN INVESTMENT PLANNING INC is the broker of record on the most contracts (1, about 100%).
Offices that file under one name are added up on one row. The name links to the office with the most contracts on this carrier.
- LINCOLN INVESTMENT PLANNING INC1
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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Employers with plans through LINCOLN INVESTMENT PLANNING LLC
| Employer | Location | Broker | Renews |
|---|---|---|---|
| MORIA DEVELOPMENT DBA PEOPLES MORTGAGE | TEMPE, AZ | LINCOLN INVESTMENT PLANNING INCAnnuity / 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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