Plan Ledger DOL Form 5500 · updated monthly

Locktonbroker

Benefits brokerage · plan year 2024 · page 15

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
Urby LLC NJ$98,506
Hss Inc. CO$97,961
Kbp Brands LLC KS$97,679
Aga, LLC GA$97,178
Banterra Corp. IL$96,968
Mubea, Inc. KY$96,819
Paytech, Inc. CO$95,590
Lala U.S., Inc. TX$95,568
Avm LP FL$95,269
Trible's Inc. MD$94,519
Swd, Inc. IL$93,180
Drm, Inc. NE$92,924
Bettercloud NY$91,918
Seamless Ai OH$91,813
Cssi Inc. DC$91,130
Coorstek, LLC CO$90,312

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