Benefits brokerage · 4 offices
LINCOLN FINANCIAL ADVISORS
LINCOLN FINANCIAL ADVISORS is named as the broker of record on 160 insurance contracts across its 4 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| FORT WAYNE | IN | 136 |
| SCOTTSDALE | AZ | 16 |
| No city on file | — | 5 |
| FT WAYNE | IN | 3 |
Book profile
LINCOLN FINANCIAL ADVISORS brokers 160 insured contracts for 137 employers, across 27 states, led by CA, IN, MD.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (149, about 93%); LINCOLN-APS, NATIONWIDE LIFE INSURANCE COMPANY, LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK follow.
Renewals concentrate on January 1: 100% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY149
- LINCOLN-APS4
- NATIONWIDE LIFE INSURANCE COMPANY2
- LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK1
- LINCOLN NATIONAL LFE INSURANCE COMPANY1
- PRINCIPAL LIFE INSURANCE COMPANY1
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.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| SOUTHERN ENVIRONMENTAL LAW CENTER | CHARLOTTESVILLE, VA | FORT WAYNE, IN | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Jan 1FY2024 |
| THE AVID CENTER | SAN DIEGO, CA | FORT WAYNE, IN | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| MARIN GENERAL HOSPITAL | GREENBRAE, CA | FORT WAYNE, IN | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| THE ARC OF NORTHEAST INDIANA, INC. | FORT WAYNE, IN | FORT WAYNE, IN | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| WESTMINSTER-CANTERBURY OF WINCHESTER, INC | WINCHESTER, VA | FORT WAYNE, IN | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
more employers in LINCOLN FINANCIAL ADVISORS's book
See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2024 on this page)