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Benefits broker of record · CHICAGO, IL

LOCKTON COMPANIES, LLC

LOCKTON COMPANIES, LLC of CHICAGO, IL is named as the broker of record on 1,122 insurance contracts in public Form 5500 Schedule A filings.

One of 98 offices of LOCKTON COMPANIES, LLC.

Contracts brokered
1,122
Book size
$1M+
Office state
IL

1,122 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 1,122 insured contracts for 578 employers, across 43 states, led by IL, MO, TX.

Disability is the largest line (389 contracts), followed by life (361), vision (227), health (223).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (122, about 11%); LIFE INSURANCE COMPANY OF NORTH AMERICA, METROPOLITAN LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 86% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

disability 389 · life 361 · vision 227 · health 223 · dental 185 · stop-loss 4

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
CC SERVICES, INC.BLOOMINGTON, ILBLUECROSS BLUESHIELD OF ILLINOISJan 1FY2025
SP PLUS CORPORATIONCHICAGO, ILBLUECROSS BLUESHIELD OF ILLINOISJan 1FY2024
WEDRIVEU, INC.SAN FRANCISCO, CABLUECROSS BLUESHIELD OF ILLINOISJan 1FY2025
DURHAM SCHOOL SERVICESWARRENVILLE, ILBLUECROSS BLUESHIELD OF ILLINOISJan 1FY2025
NATIONAL MEDICAL CARE, INC.WALTHAM, MALIFE INSURANCE COMPANY OF NORTH AMERICAJan 1FY2025
Subscriber access
573

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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