Lpl Financial Services
San Diego, CA
Lpl Financial Services of San Diego, CA is the broker of record on 6 Form 5500 Schedule A filings covering 3 employer benefit plans across 3 states, with $108,910 in reported broker commissions (plan year 2025).
Quick answer
Lpl Financial Services (San Diego, CA) is the broker of record for 3 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Lpl Financial Services have?
- Lpl Financial Services is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 3 states.
- Who are Lpl Financial Services's largest employer clients?
- By plan participants, the largest include Oneida Nation (793 participants), Rehabilitation Institute Of Chicago Dba Shirley Ryan Abilitylab (330 participants) and National Association Of Government Employees (86 participants).
- How much does Lpl Financial Services earn in commissions?
- Insurers reported $108,910 in broker commissions paid to Lpl Financial Services for plan year 2025, per Schedule A Part 1.
- Where is Lpl Financial Services located?
- Lpl Financial Services is based in San Diego, CA and has employer clients in 3 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Lpl Financial Services 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 |
|---|---|---|---|
| Oneida Nation | WI | 793 | 2025-12-31 |
| Rehabilitation Institute Of Chicago Dba Shirley Ryan Abilitylab | IL | 330 | 2025-12-31 |
| National Association Of Government Employees | MA | 86 | 2025-12-31 |
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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.