Benefits brokerage · 5 offices
LINCOLN INVESTMENT PLANNING, INC.
LINCOLN INVESTMENT PLANNING, INC. is named as the broker of record on 22 insurance contracts across its 5 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 WASHINGTON | PA | 9 |
| FT WASHINGTON | PA | 6 |
| No city on file | — | 3 |
| WYNCOTE | PA | 3 |
| WOODLAND HILLS | CA | 1 |
Book profile
LINCOLN INVESTMENT PLANNING, INC. brokers 22 insured contracts for 21 employers, across 15 states, led by TX, FL, IA.
Disability is the largest line (2 contracts), followed by life (1).
VOYA RETIREMENT INSURANCE AND ANNUITY COMPANY writes the most contracts in the book (4, about 18%); JOHN HANCOCK LIFE INSURANCE COMPANY, STANDARD INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY 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.
Counted by each employer's own state. Largest first.
Contracts by line.
disability 2 · life 1
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 |
|---|---|---|---|---|
| DIVERSIFIED SERVICE OPTIONS, INC. DBA GUIDEWELL SOURCE | JACKSONVILLE, FL | FORT WASHINGTON, PA | STANDARD INSURANCE COMPANY | Jan 1FY2025 |
| DIVERSIFIED SERVICE OPTIONS, INC. DBA GUIDEWELL SOURCE | JACKSONVILLE, FL | FORT WASHINGTON, PA | STANDARD INSURANCE COMPANY | Jan 1FY2025 |
| CHOATE, HALL & STEWART LLP | BOSTON, MA | FORT WASHINGTON, PA | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2025 |
| THE ACADEMY CHARTER SCHOOL | HEMPSTEAD, NY | FT WASHINGTON, PA | PRINCIPAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| MORIA DEVELOPMENT DBA PEOPLES MORTGAGE | TEMPE, AZ | WOODLAND HILLS, CA | LINCOLN INVESTMENT PLANNING LLCAnnuity / GIC | —FY2025 |
more employers in LINCOLN INVESTMENT PLANNING, INC.'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 years 2024–2025 on this page)