Plan Ledger DOL Form 5500 · updated monthly

Locktonbroker

Benefits brokerage · plan year 2024 · page 7

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
Trachte, LLC MN$217,227
Inrcore, LLC PA$216,791
Cognosante, LLC VA$215,519
Pla Buyer, LLC TX$214,509
Leidos, Inc. VA$213,713
Jet Health, Inc. TX$213,557
Novus AG, LLC CO$208,263
Lico, Inc. MO$207,744
Max-Tech, Inc. MN$204,832
Stir Foods, LLC CA$204,511
Parksite Inc. IL$202,632
Infrastripe, LLC NC$202,469
Omnicell, Inc. TX$201,608
Acenda, Inc. NJ$201,370
Melaleuca, Inc. ID$199,620
Adtran, Inc. AL$199,224
Mechanics Bank CA$199,048
Seescan, Inc. CA$198,300
Wedriveu, Inc. CA$198,156

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