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Benefits Intelligence/Broker Directory/Washington

Ltc Financial Partners, LLC

Kirkland, WA

Ltc Financial Partners, LLC of Kirkland, WA is the broker of record on 21 Form 5500 Schedule A filings covering 8 employer benefit plans across 7 states, with $11,903,320 in reported broker commissions (plan year 2017).

Employer clients
8
distinct plan sponsors
Schedule A filings
21
States served
7
Reported commissions
$11,903,320
plan year 2017

Employer clients

Plan sponsors naming Ltc Financial Partners, LLC 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
National Education Association Of The United StatesDC19,4452017-08-31
Olmsted Medical CenterMN1,0232014-12-31
Usf Medical Services Support CorporationFL4792014-06-30
5 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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.