Lincoln Investment Planning, Inc.
Lincoln Investment Planning, Inc. collected $160,594 in commissions and fees from 2 employer health plans in plan year 2024 filings, ranking #2314 among 12,126 brokers named in the public record. Most of its named clients are in Massachusetts.
Largest clients
Employers whose filings reported the most compensation to this broker.
| Employer | Paid to broker | Participants |
|---|---|---|
| Diversified Service Options, Inc. dba Guidewell Source · Florida | $140,569 | 2,145 |
| Choate, Hall & Stewart LLP · Massachusetts | $20,025 | 500 |
Source: DOL Form 5500 Schedule A Part I, plan year 2024, grouped by broker name as filed. Dataset built October 24, 2026.
Where its clients are
Employer plans naming this broker, by employer state.
How much does Lincoln Investment Planning, Inc. earn from employer health plans?
In plan year 2024 filings, employers reported paying Lincoln Investment Planning, Inc. $160,594: $146,830 in commissions and $13,764 in fees, across 3 insurance contracts at 2 employers. That ranks #2314 of 12,126 brokers in the public record.
What commission rate is paid on plans Lincoln Investment Planning, Inc. brokers?
Not enough fully insured medical plans name Lincoln Investment Planning, Inc. as the sole broker to compute a stable rate. The national median is 3.8% of premium.
Which employers use Lincoln Investment Planning, Inc.?
The largest reported payers in 2024 were Diversified Service Options, Inc. dba Guidewell Source, Choate, Hall & Stewart LLP. Massachusetts is its biggest state by employer count (1 plans).
Amounts are what employers reported on their own filings. They do not include compensation from carriers that is not tied to a specific contract, and names are grouped exactly as filed, so related entities can appear separately. How this record is built.