Plan Ledger DOL Form 5500 · updated monthly

Locktonbroker

Benefits brokerage · plan year 2024 · page 4

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
Orbcomm LLC NJ$349,690
Gainsco, Inc. TX$345,200
Phreesia, Inc. DE$341,398
Amsurg, LLC TN$336,969
Curana Health TX$336,391
Urban One, Inc. MD$334,168
Cognosante, LLC VA$333,453
Regenxbio Inc. MD$328,818
Copart, Inc. TX$327,968
Realmanage, LLC TX$324,849
Dealer Tire, LLC OH$324,708
Govcio VA$322,013
Edge Ofs OK$320,199
Canva US, Inc. TX$320,071
Vitalant AZ$315,983
Inogen, Inc. CA$313,010
Salute, Inc. WI$312,130
Premistar, LLC IL$310,957
Diverzify, LLC IL$307,519
Bluehalo VA$305,531
Huhtamaki, Inc. KS$304,147
Thekey, LLC CA$303,667
Polsinelli MO$300,004

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