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Sponsor portfolioWelfare / HealthEIN 23-1702591
LINCOLN INVESTMENT PLANNING, LLC
P.O. BOX 7654 · FORT WASHINGTON, PA 19034
2158878111
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$5.0M
No prior year
Persons covered
608
No prior year
Total participants
436
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $4.4M | 42.3% | |
| Prescription drug | $4.4M | 42.3% | |
| Life | $338K | 3.3% | |
| Short-term disability | $338K | 3.3% | |
| Long-term disability | $338K | 3.3% | |
| Other | $338K | 3.3% | |
| Dental | $211K | 2.0% | |
| Vision | $31K | 0.3% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 591031071 | HRx | $4.4M | 88.3% | 1 | 1 | 515 |
EIN 221211670 | LSTDLTDOth | $338K | 6.8% | 1 | 1 | 413 |
EIN 231667011 | D | $211K | 4.2% | 1 | 1 | 608 |
EIN 061227840 | V | $31K | 0.6% | 1 | 1 | 291 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| NFP INSURANCE SERVICES INC | AUSTIN, TX | THE PRUDENTIAL INSURANCE COMPANY OF AMERICA, VISION SERVICE PLAN, DELTA DENTAL OF PENNSYLVANIA, CIGNA HEALTH AND LIFE INSURANCE COMPANY | $39K | $5K | $43K | 100.0% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan