Benefits broker of record · DALLAS, TX
LOCKTON COMPANIES, LLC
LOCKTON COMPANIES, LLC of DALLAS, TX is named as the broker of record on 4,086 insurance contracts in public Form 5500 Schedule A filings.
One of 98 offices of LOCKTON COMPANIES, LLC.
4,086 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 4,086 insured contracts for 2,196 employers, across 52 states, led by TX, CA, IL.
Life is the largest line (1,820 contracts), followed by disability (1,756), dental (781), vision (753).
METROPOLITAN LIFE INSURANCE COMPANY writes the most contracts in the book (675, about 17%); THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT, PRUDENTIAL INSURANCE COMPANY OF AMERICA follow.
Renewals concentrate on January 1: 85% 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 1,820 · disability 1,756 · dental 781 · vision 753 · health 603 · stop-loss 44
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 |
|---|---|---|---|
| PACTIV EVERGREEN SERVICES INC. | LAKE FOREST, IL | BLUECROSS BLUESHIELD OF ILLINOIS | Jan 1FY2025 |
| OPTUM MEDICAL SERVICES, P.C. | EDEN PRAIRIE, MN | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| PRETIUM ENTERPRISE SERVICES | SCOTTSDALE, AZ | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2023 |
| OVERHEAD DOOR CORPORATION | LEWISVILLE, TX | BLUECROSS BLUESHIELD OF TEXAS | Jan 1FY2024 |
| PERATON, INC. | RESTON, VA | METROPOLITAN LIFE INSURANCE COMPANY | 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 years 2023–2025 on this page)
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