form5500lookup

Form 5500 · Employee benefit plan · SAN DIEGO, CA

KIMBALL, TIREY & ST. JOHN LLP

KIMBALL, TIREY & ST. JOHN LLP of SAN DIEGO, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is LPL FINANCIAL LLC. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY. 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 33-0404480 · plan 002 · as of Jul 2026

Participants
357
Carriers on file
1
Disclosed commissions
$1,627
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
LINCOLN NATIONAL LIFE INSURANCE COMPANY15December$1,627

Questions

Who is KIMBALL, TIREY & ST. JOHN LLP's benefits broker?

Per its most recent Form 5500 Schedule A, KIMBALL, TIREY & ST. JOHN LLP's broker of record is LPL FINANCIAL LLC.

What insurance carrier does KIMBALL, TIREY & ST. JOHN LLP use?

KIMBALL, TIREY & ST. JOHN LLP's benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY.

When does KIMBALL, TIREY & ST. JOHN LLP's group plan renew?

The most recent Schedule A policy period for KIMBALL, TIREY & ST. JOHN LLP ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from KIMBALL, TIREY & ST. JOHN LLP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.