Plan Ledger DOL Form 5500 · updated monthly

Locktonbroker

Benefits brokerage · plan year 2024 · page 21

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
Flat Rock Metal MI$56,267
Bokf, N.A. OK$55,495
Lathrop Gpm LLP MO$55,272
Onderlaw, LLC MO$54,413
Boyd Company KY$54,153
Weber, Inc. MO$53,555
Affinitiv, Inc. IL$53,552
Techlab, Inc. VA$53,172
Boyd Jones NE$53,095
Shl US LLC MN$53,046
Hydrocorp, LLC MI$52,299
Ingenovis CO$52,071
Lendingtree NC$51,592
Examworks LLC GA$51,523
Keltec, Inc. OH$51,485
Dentons US LLP IL$51,161
Tcw LLC CA$50,981
Cns Healthcare MI$50,944

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