Lpl Financial Corporation
San Diego, CA
Lpl Financial Corporation of San Diego, CA is the broker of record on 1,066 Form 5500 Schedule A filings covering 656 employer benefit plans across 48 states, with $17,908,384 in reported broker commissions (plan year 2025).
Quick answer
Lpl Financial Corporation (San Diego, CA) is the broker of record for 656 employer benefit plan sponsors on 1,066 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Lpl Financial Corporation have?
- Lpl Financial Corporation is named as broker on Form 5500 Schedule A filings for 656 distinct plan sponsors in 48 states.
- Who are Lpl Financial Corporation's largest employer clients?
- By plan participants, the largest include Futureplan Fiduciary Services, LLC (196,164 participants), Principal Life Insurance Company (161,040 participants) and Thermo Fisher Scientific Inc. (52,390 participants).
- How much does Lpl Financial Corporation earn in commissions?
- Insurers reported $17.9 million in broker commissions and $959,309 in fees paid to Lpl Financial Corporation for plan year 2025, per Schedule A Part 1.
- Where is Lpl Financial Corporation located?
- Lpl Financial Corporation is based in San Diego, CA and has employer clients in 48 states.
- How does Lpl Financial Corporation rank among benefits brokers in California?
- Lpl Financial Corporation ranks #5 by employer clients among the 50 most active benefits brokers based in California.
Source: Fundz verified event record.
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 |
|---|---|---|---|
| Futureplan Fiduciary Services, LLC | MA | 196,164 | 2025-12-31 |
| Principal Life Insurance Company | IA | 161,040 | 2024-12-31 |
| Thermo Fisher Scientific Inc. | PA | 52,390 | 2024-12-31 |
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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.