Plan Ledger DOL Form 5500 · updated monthly

Locktonbroker

Benefits brokerage · plan year 2024 · page 25

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
Unmc Physicians NE$35,681
Sunmed LLC MI$35,261
Aline Ops, LLC KY$34,864
Primland LTD. VA$34,565
Evapco Inc MD$33,721
Adesis, Inc. DE$32,964
Hqo MA$32,839
Modern Campus CA$32,759
Ibt Inc. KS$32,396
Lemo USA, Inc. CA$32,050
Mark Andy, Inc. MO$31,432
We Are Blood TX$31,084
Sumup, Inc CO$31,021
Optoro, Inc DC$31,001
Customers Bank PA$30,853

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