Plan Ledger DOL Form 5500 · updated monthly

Locktonbroker

Benefits brokerage · plan year 2024 · page 23

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
Energy Harbor OH$44,841
Healthtronics TX$44,523
Secur-Serv Inc. NE$44,003
50 Floor, LLC GA$43,587
Alerislife Inc. MA$42,938
PEAK6 Group LLC IL$42,382
Leadec Corp. OH$42,340
Brightfin CO$41,754
Mazzio's LLC OK$41,625
Delve, LLC WI$41,612
Connectria, LLC MO$41,386
Orange Ev LLC KS$41,257
Advanta/Livanta MD$41,202
Tam Residential TX$41,099
Madwire, LLC CO$40,694
Lhv Newco LLC TN$40,241

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