Plan Ledger DOL Form 5500 · updated monthly

Locktonbroker

Benefits brokerage · plan year 2024 · page 28

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
Certus FL$21,975
Tecta America IL$21,664
Cognosante, LLC VA$21,580
Archwell Health TN$21,492
Inmar, Inc. NC$21,491
Es Opco USA LLC TX$20,941
Mastery Schools PA$20,824
Charms LLC IL$20,749
Mindbody, Inc. CA$20,708
Ascensus, LLC PA$20,467
Brightwing MI$20,266
Onxmaps, Inc. MT$20,113
Arcos LLC OH$19,612
Fn America LLC SC$19,577
Naviga, Inc. MN$19,527
Catalyte, Inc. MD$19,052
Hydro-Klean LLC IA$18,886
Hyaxiom, Inc. CT$18,876

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