# LPL FINANCIAL, LLC WELFARE BENEFITS PLAN

Health and welfare plan sponsored by **LPL FINANCIAL, LLC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | LPL FINANCIAL, LLC |
| EIN | 952834236 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | SAN DIEGO, CA |
| Industry | financial services |
| Funding | fully insured |
| Total premiums | $24.8M |
| Participants | 9,676 |
| Persons covered | 9,623 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| KAISER PERMANENTE | Health, Rx, HMO |
| LINCOLN FINANCIAL GROUP | Life, STD, LTD, Other |
| METLIFE LEGAL PLANS | Health, Other |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health, Rx, Dental, Vision, HMO |

## Brokers

| Broker | Placed with |
|---|---|
| LOCKTON COMPANIES, LLC | KAISER FOUNDATION HEALTH PLAN INC |
| MERCER HEALTH AND BENEFITS, LLC | KAISER FOUNDATION HEALTH PLAN INC |
| LOCKTON COMPANIES, LLC | LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| MERCER HEALTH AND BENEFITS, LLC | LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| LOCKTON COMPANIES, LLC | METROPOLITAN LIFE INSURANCE COMPANY |
| MERCER HEALTH AND BENEFITS, LLC | METROPOLITAN LIFE INSURANCE COMPANY |
| LOCKTON COMPANIES, LLC | METLIFE LEGAL PLANS |
| MERCER HEALTH AND BENEFITS, LLC | METLIFE LEGAL PLANS |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/952834236-501
- Cite as: PlanOptica, https://planoptica.com/welfare/952834236-501
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers