Benefits broker of record · BLUE BELL, PA
LOCKTON COMPANIES, LLC
LOCKTON COMPANIES, LLC of BLUE BELL, PA is named as the broker of record on 79 insurance contracts in public Form 5500 Schedule A filings.
One of 98 offices of LOCKTON COMPANIES, LLC.
79 contracts on file name LOCKTON COMPANIES, LLC as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
LOCKTON COMPANIES, LLC brokers 79 insured contracts for 63 employers, across 21 states, led by PA, MA, NJ.
Disability is the largest line (45 contracts), followed by life (44), dental (8), vision (6).
UNUM LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (23, about 29%); UNUM INSURANCE COMPANY, RELIASTAR LIFE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA follow.
Renewals concentrate on January 1: 71% of the dated welfare contracts have policy years ending in December, 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.
disability 45 · life 44 · dental 8 · vision 6 · health 3
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 |
|---|---|---|---|
| TEKNION, LLC | MOUNT LAUREL, NJ | HORIZON HEALTHCARE SERVICES, INC. | Jan 1FY2025 |
| TYLER TECHNOLOGIES, INC. | PLANO, TX | UNUM LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| IMAGEFIRST HEALTHCARE LAUNDRY SPECIALISTS, INC. | KING OF PRUSSIA, PA | HARTFORD LIFE AND ACCIDENT | Oct 1FY2025 |
| GARVER, LLC | NORTH LITTLE ROCK, AR | RELIASTAR LIFE INSURANCE COMPANY | Jan 1FY2025 |
| SYSTEMS & TECHNOLOGY RESEARCH | WOBURN, MA | UNUM LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
more employers in LOCKTON COMPANIES, LLC's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)
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