Plan Ledger DOL Form 5500 · updated monthly

Locktonbroker

Benefits brokerage · plan year 2024 · page 18

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
Tmone IA$74,121
Burroughs, Inc. MI$73,460
Certasite, LLC IN$73,307
Dove Cay, LLC TX$73,215
Jams, Inc. CA$71,219
Intersport, LLC IL$70,975
Coolsys, Inc. CA$70,363
Strike, LLC TX$70,205
Ivanti, Inc. UT$69,250

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