Locktonbroker

Benefits brokerage · plan year 2024 · page 9

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
won Purple Rto Holdings, LLC
won Decisionpoint Technologies, Inc
won Ic Consult US Corp.
won Avenues World Holdings, LLC
won Avesta Homes, LLC
won Nextphase Medical Devices, LLC
lost Team Subject Matter LLC
lost U.S. Occmed Holdings, LLC
lost Bm Technologies, Inc. dba Bmtx
lost Michaels Stores, Inc.
lost Ryze Claim Solutions, LLC
lost Nuance Communications, Inc.
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
Reece, Inc. TX$175,699
The Faulkner Group, Inc. TX$175,607
Trinity Health ND$175,498
McDonough Bolyard Peck, Inc VA$175,481
Stearns Weaver Miller Alhadeff & Sitterson, P.A. FL$175,086
Ambient Enterprises, LLC NY$175,066
Starwood Headquarters, LLC CT$174,685
Isg Enterprises, LLC IN$174,579
Allete, Inc. MN$174,523
Crete Professionals Alliance FL$174,523
Ardurra Group, Inc. FL$174,477
Innophos, Inc. NJ$174,463
Dynacast LLC NC$174,322
Ventura Coastal, LLC CA$173,916
Franke USA Holding, Inc. TN$173,774
Affiliated Foods, Inc. TX$173,625
Discovery Energy, LLC dba Rehlko WI$173,369
Goodwill Industries of South Florida, Inc. FL$173,172
Interstate Batteries, Inc. TX$173,152
United Utility Services, LLC NC$173,114
Aware Recovery Care CT$173,025
Brown and Caldwell CA$173,013
Xactus, LLC PA$172,838
Savista GA$172,628
Willow Bridge E.C.W. LLC TX$172,577
Moneygram International, Inc. TX$172,375
Unite Private Networks LLC Employee Benefits Plan MO$172,324
Edgeconnex, Inc. VA$171,990
The Shipyard, LLC OH$171,947
Pathways LLC VA$171,756
Bain and Company, Inc. MA$171,564
Hes Facilities Management TN$171,398
Marshfield Clinic Health System, Inc. WI$171,339
Corsearch NY$171,227
Nelnet, Inc. NE$171,106
Toyo Tire Holdings of Americas Inc. CA$170,926
Shopping Center Management FL$170,873
Finthrive Revenue Systems, LLC TX$170,792
Apex Analytix LLC NC$170,791
Yokohama Tws North America MA$170,300
Mediaco Operations LLC NY$170,246
Western Veterinary Partners, LLC CO$170,146
Paligroup Management, LLC CA$169,861
Stiles Corporation FL$169,826
Cic Innovation Services, LLC MA$169,474
Bigbear.Ai, LLC VA$168,846
Stuller, Inc. LA$168,787
New Tangram, L.L.C. CA$168,718
Kemper Corporation IL$168,586
Argon Medical Devices, Inc. TX$168,552
Csa Service Solutions LLC TX$168,377
Silgan Dispensing Systems VA$168,248
Zotec Partners, LLC IN$168,160
Locke Lord LLP TX$168,112
Techsource, Inc. NM$167,693
Simon Property Group L.P IN$167,231
Kohler Co. & Subsidiaries WI$167,143
Baxter County Regional Hospital, Inc. AR$167,055
Osmose Utilities Services, Inc. GA$167,012
Realpage, Inc. TX$166,109
Estis Compression, LLC TX$165,976
Bilfinger North America TX$165,744
Norton Rose Fulbright US LLP TX$165,547
Southwestern Law School CA$165,475
Sysnet Global Solutions IL$165,450
Zero to Three National Center for Infants, Toddlers and Families DC$165,374
Quirch Foods LLC FL$164,893
Integro Asset Management, LLC IA$164,852
Titan Production Equipment, LLC TX$164,771
Cimarron Energy, Inc. TN$164,176
The Chrysalis Center, Inc. FL$164,175
Orange County Head Start, Inc. CA$164,107
C2 Educational Systems, Inc. GA$164,062
Empyrean Benefit Solutions, Inc. TX$163,421
Esa Management, LLC NC$163,280
Professional Case Management CO$163,010
Wesco Aircraft Hardware Corporation TX$162,972
Vail Clinic, Inc. dba Vail Health Hospital CO$162,829
Alliance Laundry Systems, LLC WI$162,763
Geiger Ready-Mix Co. Inc. KS$162,692
Laughlin, Falbo, Levy & Moresi LLP CA$162,593
The Harvest Group, LLC AR$162,284
Omnia Exterior Solutions, LLC TX$162,270
Credit Acceptance Corporation MI$162,266
Marketplace Operations, Inc. NY$161,959
Shake Shack Enterprises, LLC. NY$161,843
Momentive Performance Materials Inc. NY$161,566
Agility Health Holdings, LLC dba Unity Msk CA$161,559
I3 Verticals Management Services, Inc. TN$161,350
Lanter Delivery Systems, LLC MO$161,226
Netsmart Technologies, Inc. KS$160,837
Portman Holdings, LLC GA$160,559
Blue Cross & Blue Shield of Arizona, Inc. AZ$160,451
Kubota Tractor Corporation TX$160,403
Oltmans Companies CA$160,344
Alpha Media LLC OR$160,327
Aggreko, LLC TX$160,230
Abt Electronics, Inc. IL$160,208
Insulations, Inc. LA$160,182
Westmont Living, Inc. CA$160,072

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