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Insurance carrier

LINCOLN LIFE & ANNUITY COMPANY

LINCOLN LIFE & ANNUITY COMPANY appears on 33 employer benefit contracts in public Form 5500 Schedule A filings.

33 employer contracts on file name LINCOLN LIFE & ANNUITY COMPANY as the insurance carrier. 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

LINCOLN LIFE & ANNUITY COMPANY writes 33 insured contracts for 13 employers, across 2 states, led by NY, CT.

Disability is the largest line (15 contracts), followed by life (9).

AUSTIN & CO INC is the broker of record on the most contracts (7, about 21%); NFP CA INSURANCE SERVICES INC, NFP CORPORATE SERVICES (NY) LLC, TITAN INSURANCE follow.

Renewals concentrate on January 1: 70% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Brokers of record

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.

BrokerContracts
Contracts by employer state

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

StateContracts
Lines of coverage

Contracts by line.

disability 15 · life 9

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

Employers with plans through LINCOLN LIFE & ANNUITY COMPANY

EmployerLocationBrokerRenews
MARCUM ADVISORY GROUP LLCMELVILLE, NYNFP CORPORATE SERVICES (NY) LLCJan 1FY2024
MARCUM ADVISORY GROUP LLCMELVILLE, NYNFP CORPORATE SERVICES (NY) LLCJan 1FY2024
MARCUM LLPMELVILLE, NYNFP CORPORATE SERVICES (NY) LLCJan 1FY2023
MARCUM LLPMELVILLE, NYNFP CORPORATE SERVICES (NY) LLCJan 1FY2023
MARCUM ADVISORY GROUP LLCMELVILLE, NYNFP INSURANCE SERIVCESJan 1FY2024
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11

more employers with plans through LINCOLN LIFE & ANNUITY COMPANY

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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2024 on this page)

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