Locktonbroker

Benefits brokerage · plan year 2024 · page 14

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
won Purple Rto Holdings, LLC
won Decisionpoint Technologies, Inc
won Ic Consult US Corp.
won Avenues World Holdings, LLC
won Avesta Homes, LLC
won Nextphase Medical Devices, LLC
lost Team Subject Matter LLC
lost U.S. Occmed Holdings, LLC
lost Bm Technologies, Inc. dba Bmtx
lost Michaels Stores, Inc.
lost Ryze Claim Solutions, LLC
lost Nuance Communications, Inc.
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
P.F. Changs China Bistro, Inc. AZ$109,098
Spray-Tek, Inc. NJ$108,800
Sunbelt Modular, Inc. AZ$108,669
Tolleson Wealth Management, Inc. TX$108,630
Collisionright Inc. OH$108,602
Globalhealth Holdings, LLC OK$108,458
Hirevue, Inc. UT$108,415
Sea Mar Community Health Center WA$108,388
Maryland and Virginia Milk Producer Cooperative Association, Inc. VA$108,174
Consolidated Hospitality Supplies IL$107,626
Nelipak Corporation RI$107,565
Hellmann Worldwide Logistics, Inc. FL$107,537
Barton Malow Holdings LLC MI$107,430
Testan Law, a Professional Corporation CA$107,350
Brr Architecture, Inc. KS$107,271
Fn Cellars, LLC CA$107,084
Castlewood Treatment Center LLC dba Alsana CA$107,028
McFarland Clinic PC IA$106,989
Cpkc MO$106,984
Fossil, Inc. TX$106,936
Polara Enterprises LLC TX$106,839
The Chamberlain Group LLC IL$106,814
Nephron Sc, Inc. SC$106,811
Peco Pallet, Inc. IL$106,768
Vitality Management Company, LLC IL$106,710
Toshiba International Corporation TX$106,695
Veracity Research Co. TX$106,509
Pctel, Inc. IL$106,405
Kovitz, Shifrin, Nesbit IL$106,304
Healthaxis Group FL$106,248
Summit Operating Services, LLC TX$106,028
Careabout Mso LLC NY$106,007
Strategic Education, Inc. VA$105,941
Runtime Technologies, LLC AZ$105,816
Gypsum Management & Supply, Inc. GA$105,798
Sony Pictures Entertainment Inc. CA$105,652
US Healthconnect, Inc. PA$105,432
Silverton Casino, LLC NV$105,421
The Bama Companies, Inc. OK$105,324
Medspeed LLC IL$105,270
St. Lukes Hospital MN$105,265
Firstbank TN$105,261
Kcg, Inc. KS$105,257
Chesapeake Urology Associates, LLC MD$105,219
Cua Opco, LLC MD$105,219
Permian HOLDCO1, Inc. TX$105,216
Ewing Buick Company TX$105,205
Keystone Marketing Holdings, LLC dba Merge IL$105,118
Hydromax USA LLC TX$105,088
Restaurant Brands International FL$105,048
Airport Retail Management, LLC GA$104,759
Vision Government Solutions, Inc. MA$104,714
D & D Distributors, Lllp MO$104,601
Atlantic Sapphire USA, LLC FL$104,419
Craftmark Bakery, LLC IN$104,311
Integrated Behavioral Health, Inc. CA$104,305
Independent Options, Inc. CA$104,278
Brady Corporation WI$104,073
Kimley-Horn and Associates, Inc. NC$104,068
Monarch Casino & Resort, Inc. NV$103,519
Architectural Surfaces Group, LLC TX$103,450
D & D Distributors, Lllp MO$103,318
Healthstream, Inc. TN$103,178
Aptean GA$103,024
Kemin Industries, Inc. IA$103,013
Gulf Management, Inc. LA$102,664
Awana Clubs International IL$102,648
Mercatus Center, Inc. VA$102,419
Arnold & Itkin, LLP TX$102,368
The National Society of Leadership and Success FL$102,318
Tory Burch LLC NY$102,189
Franklin Madison Group LLC TN$102,153
Omni Ophthalmic Management Consultants, LLC NJ$102,148
Meridian Adhesives Group, Inc. NC$101,899
Roquette America, Inc. IA$101,786
Roquette America, Inc. IA$101,786
Hanover Bank NY$101,698
Brooklyn Bureau of Community Service NY$101,490
Kansas City Art Institute MO$101,408
Harps Food Stores Inc. AR$101,338
Local 6520 International Union Uaw Afl Cio FL$101,304
Hoopaugh Grading Company, LLC NC$101,233
Goode Cook, Inc. TX$101,201
Bosley, Inc. CA$101,190
Career Team Enterprises, LLC CT$101,068
Progress Software Corporation MA$101,025
Astro Aluminum Treating Co., Inc CA$100,978
Brunswick Group, LLC NY$100,938
United Capital Financial Advisors, LLC TX$100,706
Patriot Home Care, Inc. PA$100,511
The 20, LLC TX$100,293
Swank Motion Pictures, Inc. MO$100,092
United Seating and Mobility, LLC dba Numotion CT$99,686
Impact Tech, Inc. dba Impact CA$99,519
Dyma Brands, Inc. GA$99,441
Triten Corporation TX$99,427
Tabitha, Inc. MN$99,280
Udc, Inc. NJ$99,162
Masterbrand, Inc. IN$99,084
Empire Equipment Company, LLC NC$98,986

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