Lincoln Financial Advisors
Fort Wayne, IN
Lincoln Financial Advisors of Fort Wayne, IN is the broker of record on 175 Form 5500 Schedule A filings covering 125 employer benefit plans across 29 states, with $1,710,728 in reported broker commissions (plan year 2025).
Quick answer
Lincoln Financial Advisors (Fort Wayne, IN) is the broker of record for 125 employer benefit plan sponsors on 175 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Lincoln Financial Advisors have?
- Lincoln Financial Advisors is named as broker on Form 5500 Schedule A filings for 125 distinct plan sponsors in 29 states.
- Who are Lincoln Financial Advisors's largest employer clients?
- By plan participants, the largest include Northside Hospital, Inc. (31,639 participants), Commonspirit Health (26,433 participants) and Temple University Health System Inc (13,390 participants).
- How much does Lincoln Financial Advisors earn in commissions?
- Insurers reported $1.7 million in broker commissions and $8,405 in fees paid to Lincoln Financial Advisors for plan year 2025, per Schedule A Part 1.
- Where is Lincoln Financial Advisors located?
- Lincoln Financial Advisors is based in Fort Wayne, IN and has employer clients in 29 states.
- How does Lincoln Financial Advisors rank among benefits brokers in Indiana?
- Lincoln Financial Advisors ranks #4 by employer clients among the 50 most active benefits brokers based in Indiana.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Lincoln Financial Advisors 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 |
|---|---|---|---|
| Northside Hospital, Inc. | GA | 31,639 | 2024-12-31 |
| Commonspirit Health | CO | 26,433 | 2025-12-31 |
| Temple University Health System Inc | PA | 13,390 | 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.