Benefits broker of record
LOCKTON
LOCKTON is named as the broker of record on 2 insurance contracts in public Form 5500 Schedule A filings.
One of 4 offices of LOCKTON.
Book profile
LOCKTON brokers 2 insured contracts for 2 employers, across 2 states, led by MA, NY.
The book is entirely vision coverage.
METROPOLITAN LIFE INSURANCE COMPANY writes the most contracts in the book (1, about 50%); THE LINCOLN NATIONAL LIFE INSURANCE COMPANY follow.
Renewals concentrate on August 1: 50% of the dated welfare contracts have policy years ending in July, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
vision 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| UNITED HEALTH SERVICES HOSPITALS, INC. | BINGHMAMTON, NY | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2024 |
| HQO | BOSTON, MA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Aug 1FY2025 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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