Form 5500 · Employee benefit plan · SAN DIEGO, CA
LPL FINANCIAL, LLC
Public Form 5500 records show how LPL FINANCIAL, LLC (SAN DIEGO, CA) structures its employee benefits. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in August.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 95-2834236 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 9,096 | December | $267,879 |
| METROPOLITAN LIFE INSURANCE COMPANY | Health | 4,772 | August | $121,264 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 1,624 | December | $96,847 |
| METLIFE LEGAL PLANS | — | 1,609 | December | $33,590 |
Questions
Who is LPL FINANCIAL, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, LPL FINANCIAL, LLC's broker of record is MERCER HEALTH AND BENEFITS, LLC.
What insurance carrier does LPL FINANCIAL, LLC use?
LPL FINANCIAL, LLC's benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 4 disclosed carriers.
When does LPL FINANCIAL, LLC's group plan renew?
The most recent Schedule A policy period for LPL FINANCIAL, LLC ended in August. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from LPL FINANCIAL, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.