Benefits brokerage · 2 offices
LPL FNCL CORP
LPL FNCL CORP is named as the broker of record on 20 insurance contracts across its 2 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 |
|---|---|---|
| SAN DIEGO | CA | 19 |
| No city on file | — | 1 |
Book profile
LPL FNCL CORP brokers 20 insured contracts for 19 employers, across 12 states, led by MI, WI, CA.
The book is entirely life coverage.
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (18, about 90%); JOHN HANCOCK 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.
Counted by each employer's own state. Largest first.
Contracts by line.
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.
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| ASCENSION HEALTH DBA ASCENSION HEALTHCARE | ST LOUIS, MO | SAN DIEGO, CA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| EATON RAPIDS MEDICAL CENTER | EATON RAPIDS, MI | SAN DIEGO, CA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| ABEL HR, INC. | CRANBURY, NJ | SAN DIEGO, CA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
| R.L. RHINEHART & ASSOCIATES, LTD. | MIDLAND, MI | SAN DIEGO, CA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2025 |
| FIVE RIVERS HEALTH CENTERS | DAYTON, OH | No city on file | THE LINCOLN NATIONAL LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
more employers in LPL FNCL CORP'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)