Lpl Financial Corportation
San Diego, CA
Lpl Financial Corportation of San Diego, CA is the broker of record on 42 Form 5500 Schedule A filings covering 24 employer benefit plans across 16 states, with $452,881 in reported broker commissions (plan year 2025).
Employer clients
Plan sponsors naming Lpl Financial Corportation 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 |
|---|---|---|---|
| Presbyterian Retirement Communites Northwest Dba Transforming Age | WA | 971 | 2019-12-31 |
| Professional Healthcare Management, Inc. | TN | 921 | 2015-12-31 |
| Gichner Systems Group Inc | PA | 577 | 2012-06-30 |
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.
Other benefits brokers in California
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.