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Sponsor portfolioWelfare / HealthEIN 95-2834236
LPL FINANCIAL, LLC
4707 EXECUTIVE DRIVE · SAN DIEGO, CA 921213091
8584509606
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$24.8M
No prior year
Persons covered
9,623
No prior year
Total participants
9,676
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 | $14.6M | 21.0% | |
| Prescription drug | $13.4M | 19.4% | |
| Other | $11.3M | 16.4% | |
| Life | $9.8M | 14.2% | |
| Short-term disability | $9.8M | 14.2% | |
| Long-term disability | $9.8M | 14.2% | |
| Dental | $266K | 0.4% | |
| Vision | $266K | 0.4% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 941340523 | HRx | $13.2M | 53.2% | 1 | 1 | 1,652 |
EIN 350472300 | LSTDLTDOth | $9.8M | 39.6% | 1 | 1 | 9,623 |
EIN 135581829 | HOth | $1.5M | 6.1% | 1 | 3 | 5,235 |
EIN 990040115 | HRxDV | $266K | 1.1% | 1 | 1 | 34 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| LOCKTON COMPANIES, LLC | SAN FRANCISCO, CA | METROPOLITAN LIFE INSURANCE COMPANY, METLIFE LEGAL PLANS, KAISER FOUNDATION HEALTH PLAN INC, LINCOLN NATIONAL LIFE INSURANCE COMPANY | $505K | $194K | $699K | 83.6% | 1 |
| MERCER HEALTH AND BENEFITS, LLC | CHICAGO, IL | METROPOLITAN LIFE INSURANCE COMPANY, METLIFE LEGAL PLANS, KAISER FOUNDATION HEALTH PLAN INC, LINCOLN NATIONAL LIFE INSURANCE COMPANY | $101K | $36K | $137K | 16.4% | 1 |
History & trajectory
10 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