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Form 5500 · Employee benefit plan · LA CANADA, CA

ALLEN LUND COMPANY, LLC

Public Form 5500 records show how ALLEN LUND COMPANY, LLC (LA CANADA, CA) structures its employee benefits. Its broker of record is EDGEWOOD PARTNERS INSURANCE CENTER. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-3301897 · plan 502 · as of Jul 2026

Participants
653
Carriers on file
4
Disclosed commissions
$44,015
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYDisability698December$16,355
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife476December$15,564
THE LINCOLN NATIONAL LIFE INSURANCE COMPANYLife698December$12,096
VISION SERVICE PLANVision669December$0

Questions

Who is ALLEN LUND COMPANY, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, ALLEN LUND COMPANY, LLC's broker of record is EDGEWOOD PARTNERS INSURANCE CENTER.

What insurance carrier does ALLEN LUND COMPANY, LLC use?

ALLEN LUND COMPANY, LLC's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 4 disclosed carriers.

When does ALLEN LUND COMPANY, LLC's group plan renew?

The most recent Schedule A policy period for ALLEN LUND COMPANY, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from ALLEN LUND COMPANY, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.