Plan Ledger DOL Form 5500 · updated monthly

Locktonbroker

Benefits brokerage · plan year 2024 · page 3

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
Ent Mso, LLC FL$437,597
Firstfleet, Inc. TN$427,472
Singer Equities TX$425,010
Collibra Inc. NY$421,342
Trubridge, Inc. AL$419,239
Aspirus Inc. WI$417,811
Stitch Fix, Inc. CA$416,735
Rvo Health, LLC SC$409,754
Front Porch CA$402,957
Lsp Holdco LLC FL$402,453
Appfolio, Inc. CA$398,661
Finra DC$398,095
Dla Piper LLP MD$395,938
Lignetics CO$389,760
Arm, Inc. CA$374,755
Billings Clinic MN$364,867
Plz Corp IL$360,289
Wise US, Inc FL$352,644

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