Lincoln Investment Planning LLC
Fort Washington, PA
Lincoln Investment Planning LLC of Fort Washington, PA is the broker of record on 40 Form 5500 Schedule A filings covering 23 employer benefit plans across 15 states, with $1,132,139 in reported broker commissions (plan year 2025).
Employer clients
Plan sponsors naming Lincoln Investment Planning LLC 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 |
|---|---|---|---|
| Futureplan Fiduciary Services, LLC | MA | 196,164 | 2025-12-31 |
| Seattle Childrens Healthcare System | WA | 10,173 | 2025-12-31 |
| Plan Professionals LLC | NJ | 6,396 | 2025-12-31 |
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- Onedigital Premier Services LLC: 206 employer clients, $1,207,211 reported commissions (Berwyn)
- Ascensus Holdings, Inc.: 168 employer clients, $417,985 reported commissions (Dresher)
- Nfp Corporate Services (Pa) Inc: 156 employer clients, $11,360,708 reported commissions (Warrington)
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.