Benefits broker of record · CHARLOTTE, NC
LOCKTON COMPANIES, LLC
LOCKTON COMPANIES, LLC of CHARLOTTE, NC is named as the broker of record on 96 insurance contracts in public Form 5500 Schedule A filings.
One of 98 offices of LOCKTON COMPANIES, LLC.
96 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 96 insured contracts for 57 employers, across 14 states, led by NC, SC, GA.
Life is the largest line (34 contracts), followed by disability (28), dental (11), vision (11).
UNUM LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (25, about 26%); UNUM INSURANCE COMPANY, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 88% 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.
life 34 · disability 28 · dental 11 · vision 11 · health 8
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 |
|---|---|---|---|
| DOLLAR TREE, INC. | CHESAPEAKE, VA | UNUM LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| LEIDOS, INC. | RESTON, VA | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2024 |
| DOLLAR TREE, INC. | CHESAPEAKE, VA | UNUM INSURANCE COMPANY | Jan 1FY2025 |
| KIMLEY-HORN AND ASSOCIATES, INC. | RALEIGH, NC | UNUM LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| MYERS-HOLUM, INC. | NEW YORK, NY | UNITEDHEALTHCARE INSURANCE COMPANY | Mar 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 years 2024–2025 on this page)
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