Plan Ledger DOL Form 5500 · updated monthly

Locktonbroker

Benefits brokerage · plan year 2024 · page 12

Reported compensation · 2024
$495.3M

Lockton was paid $495,259,012 in commissions and fees across 3,752 employer benefit plans in 2024, as reported on Schedule A ($127,031,863 of it as fees rather than commissions).

Client movement · 2023 → 2024
Gained 721 client planslost 546

Computed from Schedule A filings for 2023 and 2024; a "lost" client may have switched, filed late, or stopped reporting compensation. Track movement across every firm: Plan Ledger Pro.

Client plans · 20243,752
Bluesight, Inc. VA$130,343
M/I Homes, Inc. OH$130,145
Fourkites, Inc IL$129,309
Billgo, Inc. CO$129,299
Ambient Air LLC FL$129,151
Dow Credit Union MI$128,934
Milbank LLP NY$128,649
Fike Corporation MO$127,965
Welldynerx, LLC FL$127,550
Independent Bank TX$127,432
Oatly Inc. PA$127,306
Dcor, LLC CA$126,999
Grace Hill, LLC TX$125,955
Care Dimensions MA$124,642
Mfa Oil Company MO$124,503
Paedae, Inc. NY$123,592
Charah, LLC KY$123,056
Spins LLC IL$123,051
Anchor Loans, LP CA$121,742
Birdi Inc. MI$121,462
Vpet USA, LLC CA$121,081
Novatech, Inc. TN$120,974

Source: DOL Form 5500 Schedule A Part I broker compensation, plan year 2024. Related legal entities grouped under the Lockton brand.