Lincoln Financial Securities
Fort Wayne, IN
Lincoln Financial Securities of Fort Wayne, IN is the broker of record on 17 Form 5500 Schedule A filings covering 12 employer benefit plans across 8 states, with $70,192 in reported broker commissions (plan year 2025).
Quick answer
Lincoln Financial Securities (Fort Wayne, IN) is the broker of record for 12 employer benefit plan sponsors on 17 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Lincoln Financial Securities have?
- Lincoln Financial Securities is named as broker on Form 5500 Schedule A filings for 12 distinct plan sponsors in 8 states.
- Who are Lincoln Financial Securities's largest employer clients?
- By plan participants, the largest include The Orange Grove Center, Inc. (622 participants), Dove Pointe, Inc. (346 participants) and Gsm Services, Inc. (273 participants).
- How much does Lincoln Financial Securities earn in commissions?
- Insurers reported $70,192 in broker commissions and $44,680 in fees paid to Lincoln Financial Securities for plan year 2025, per Schedule A Part 1.
- Where is Lincoln Financial Securities located?
- Lincoln Financial Securities is based in Fort Wayne, IN and has employer clients in 8 states.
- How does Lincoln Financial Securities rank among benefits brokers in Indiana?
- Lincoln Financial Securities ranks #40 by employer clients among the 50 most active benefits brokers based in Indiana.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Lincoln Financial Securities on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| The Orange Grove Center, Inc. | TN | 622 | 2025-06-30 |
| Dove Pointe, Inc. | MD | 346 | 2025-06-30 |
| Gsm Services, Inc. | NC | 273 | 2024-12-31 |
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Other benefits brokers in Indiana
- Img: 1,569 employer clients, $78,061 reported commissions (Indianapolis)
- Mj Insurance: 237 employer clients, $22,845,399 reported commissions (Carmel)
- Gibson Insurance Agency, Inc.: 139 employer clients, $15,947,948 reported commissions (South Bend)
- Lincoln Financial Advisors: 125 employer clients, $1,710,728 reported commissions (Fort Wayne)
- First Person, Inc: 79 employer clients, $4,946,441 reported commissions (Indianapolis)
- Apex Benefits Group, Inc.: 70 employer clients, $7,009,122 reported commissions (Indianapolis)
- Locascio Hadden & Dennis, LLC: 65 employer clients, $5,217,087 reported commissions (Indianapolis)
- Shepherd Insurance LLC: 59 employer clients, $3,363,971 reported commissions (Carmel)
Form 5500 Schedule A Part 1 (broker of record), 2024 to 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.