Plan Ledger DOL Form 5500 · updated monthly

Locktonbroker

Benefits brokerage · plan year 2024 · page 22

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
Samaritas MI$50,417
Nocd, Inc. IL$50,239
Outside In OR$49,972
Winxnet LLC ME$49,302
Amports, Inc. FL$48,732
Tacenergy, LLC TX$48,581
Trintech, Inc. TX$48,235
Purem Novi Inc. MI$48,187
Craig Hospital CO$47,857
Accumetric, LLC KY$46,983
Prokeep, Inc. LA$46,084
Fabsouth LLC FL$45,379

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