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Benefits Intelligence/Broker Directory/Indiana

Lincoln Financial Advisors

Fort Wayne, IN

Lincoln Financial Advisors of Fort Wayne, IN is the broker of record on 127 Form 5500 Schedule A filings covering 123 employer benefit plans across 27 states, with $1,332,782 in reported broker commissions (plan year 2025).

Employer clients
123
distinct plan sponsors
Schedule A filings
127
States served
27
Reported commissions
$1,332,782
plan year 2025
Reported fees
$3,399

Employer clients

Plan sponsors naming Lincoln Financial Advisors on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Northside Hospital, Inc.GA31,6392024-12-31
Commonspirit HealthKY28,4912024-12-31
Temple University Health System IncPA12,6672024-12-31
120 more employer clients are on this firm's record, with each plan's renewal date. See the full client list

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal date — from Form 5500 Schedule A, joined to funding rounds, executive hires and layoff notices.

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Form 5500 Schedule A Part 1 (broker of record), 2024–2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.