Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$14.6M
- Prescription drug$13.4M
- Other$11.3M
- Life$9.8M
- Short-term disability$9.8M
- Long-term disability$9.8M
- +2 more
Sponsor portfolio
LPL FINANCIAL, LLC
EIN 95-2834236financial servicesLatest filing 2025
Plans
2
Retirement
1
$939.6M assets
Welfare
1
$24.8M premiums
Participants
20,503
4707 EXECUTIVE DRIVE - SAN DIEGO, CA 921213091858-450-9606lpl.comLinkedIn5001-10000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $24.8M premiums / 9,623 covered livesCarrier market share
Premium dollars by Schedule A carrier
53%top
- KAISER FOUNDATION HEALTH PLAN INC53%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY40%
- METROPOLITAN LIFE INSURANCE COMPANY6%
- HAWAII MEDICAL SERVICE ASSOCIATION1%
Broker market share
Schedule A broker compensation
84%top
- LOCKTON COMPANIES, LLC84%
- MERCER HEALTH AND BENEFITS, LLC16%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LPL FINANCIAL LLC PROFIT SHARING 401(K) PLAN
401k
Assets$939.6M
Participants10,827
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LPL FINANCIAL, LLC WELFARE BENEFITS PLAN
Fully Insured - KAISER FOUNDATION HEALTH PLAN INC
Premiums$24.8M
Covered lives9,623
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LPL FINANCIAL LLC PROFIT SHARING 401(K) PLAN | 401k | $939.6M | 10,827 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LPL FINANCIAL, LLC WELFARE BENEFITS PLAN | Fully Insured | KAISER FOUNDATION HEALTH PLAN INC | $24.8M | 9,623 | 2025 |
Retirement plans
Welfare plans