Plan Ledger DOL Form 5500 · updated monthly

Locktonbroker

Benefits brokerage · plan year 2024 · page 29

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
Kasasa, LTD TX$18,580
Wolfspeed, Inc. NC$18,346
Lytx, Inc. CA$18,293
Tenable, Inc. MD$18,082
Ultrasource LLC MO$17,901
Kristo, LTD WI$17,754
Experitec Inc. MO$17,624
Peoplesbank MA$17,589
Innovize MN$17,270
Robex, LLC OH$17,185
Telligen IA$16,423
Sectigo NJ$16,419
Buildout IL$16,326
Avian MD$16,242
Capps, LLC WI$16,161
Umass Global CA$16,150
Guideit, LLC TX$15,669

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