Lpl Financial Corporation
San Diego, CA
Lpl Financial Corporation of San Diego, CA is the broker of record on 615 Form 5500 Schedule A filings covering 553 employer benefit plans across 48 states, with $9,990,678 in reported broker commissions (plan year 2025).
Employer clients
Plan sponsors naming Lpl Financial Corporation 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 |
|---|---|---|---|
| Principal Life Insurance Company | IA | 161,040 | 2024-12-31 |
| Thermo Fisher Scientific Inc. | PA | 52,390 | 2024-12-31 |
| Northwell Health, Inc. | NY | 49,356 | 2024-12-31 |
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.
Other benefits brokers in California
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.