Lpl Fncl Corp
San Diego, CA
Lpl Fncl Corp of San Diego, CA is the broker of record on 31 Form 5500 Schedule A filings covering 22 employer benefit plans across 14 states, with $668,236 in reported broker commissions (plan year 2025).
Quick answer
Lpl Fncl Corp (San Diego, CA) is the broker of record for 22 employer benefit plan sponsors on 31 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Lpl Fncl Corp have?
- Lpl Fncl Corp is named as broker on Form 5500 Schedule A filings for 22 distinct plan sponsors in 14 states.
- Who are Lpl Fncl Corp's largest employer clients?
- By plan participants, the largest include Nppg Plan Professionals, LLC (15,967 participants), Aspirus, Inc. (10,927 participants) and Retail Association Of Maine (5,822 participants).
- How much does Lpl Fncl Corp earn in commissions?
- Insurers reported $668,236 in broker commissions paid to Lpl Fncl Corp for plan year 2025, per Schedule A Part 1.
- Where is Lpl Fncl Corp located?
- Lpl Fncl Corp is based in San Diego, CA and has employer clients in 14 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Lpl Fncl Corp 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 |
|---|---|---|---|
| Nppg Plan Professionals, LLC | NJ | 15,967 | 2025-12-31 |
| Aspirus, Inc. | WI | 10,927 | 2025-12-31 |
| Retail Association Of Maine | ME | 5,822 | 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.