Plan Ledger DOL Form 5500 · updated monthly

Locktonbroker

Benefits brokerage · plan year 2024 · page 16

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
Covetrus Inc. OH$88,852
Procentrix, LLC VA$88,113
Vcc LLC AR$87,100
Appen Ai Inc. WA$87,079
Viega, LLC CO$86,223
Flexshopper LLC FL$85,944
Marketbridge MD$85,655
Welltower Inc. OH$85,036
Accupac, Inc. PA$84,941
Sabre Glbl TX$84,624
Tramec LLC KS$83,796
Wongdoody Inc. WA$83,510
Acronis, Inc. MA$83,050
Bl Manager, LLC NJ$82,268

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