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Benefits Intelligence/Broker Directory/California

Lpl Financial Coproation

San Diego, CA

Lpl Financial Coproation of San Diego, CA is the broker of record on 4 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $22,762 in reported broker commissions (plan year 2012).

Employer clients
2
distinct plan sponsors
Schedule A filings
4
States served
2
Reported commissions
$22,762
plan year 2012
Reported fees
$2,848

Employer clients

Plan sponsors naming Lpl Financial Coproation 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
Community Action Partnership Of Ramsey And Washington CountiesMN2902012-12-31
Jack E Weimer Cpa PcMO82011-12-31

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 month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

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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.