Lundahl Financial Services
Victoria, MN
Lundahl Financial Services of Victoria, MN is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $23,908 in reported broker commissions (plan year 2025).
Quick answer
Lundahl Financial Services (Victoria, MN) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Lundahl Financial Services have?
- Lundahl Financial Services is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Lundahl Financial Services's largest employer clients?
- By plan participants, the largest include Lakeview Clinic, Ltd. (218 participants).
- How much does Lundahl Financial Services earn in commissions?
- Insurers reported $23,908 in broker commissions paid to Lundahl Financial Services for plan year 2025, per Schedule A Part 1.
- Where is Lundahl Financial Services located?
- Lundahl Financial Services is based in Victoria, MN.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Lundahl 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 |
|---|---|---|---|
| Lakeview Clinic, Ltd. | MN | 218 | 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.