Plan Ledger DOL Form 5500 · updated monthly

Lockton, Inc.benefits

Lockton, Inc. Welfare Benefit Plan · KANSAS CITY, MO · plan year 2024

Broker compensation reported · 2024
$985,606

Lockton, Inc.'s benefits plans covered 6,888 active participants in 2024, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance brokers and agents were paid $985,606 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $143 per covered person, below the median for employer plans that report broker pay. Broker pay rose 11% from $889,390 in 2023.

Insurance contracts · 202411
PETERSEN INTERNATIONAL UNDERWRITERS · ltdpremiums n/a · 108 covered
PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY · ltdpremiums n/a · 3 covered
LYRA HEALTH, INC.premiums n/a · 6,888 covered
FOUR EVER LIFE INSURANCE COMPANY · healthpremiums n/a · 6,888 covered
RELIASTAR LIFE INSURANCE COMPANYpremiums n/a · 3,700 covered
AMERICAN HERITAGE LIFE INSURANCE COMPANY · lifepremiums n/a · 160 covered
METROPOLITAN LIFE INSURANCE COMPANY · lifepremiums n/a · 225 covered
VISION SERVICE PLAN · visionpremiums n/a · 7,328 covered
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY · ltdpremiums n/a · 623 covered
HARTFORD LIFE AND ACCIDENT · life ltdpremiums n/a · 6,888 covered
Brokers & agents paid · 20246
THE INSURANCE PARTNERS, LLC$70,902
LOCKTON COMPANIES, LLC$843,431 · incl $277,833 fees
BCINSOURCING LLC$71,228 · incl $71,228 fees
AON CONSULTING$21 · incl $8 fees
Individual agent · names withheld$10

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by The Insurance Partners, LLC3

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 900007886 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.