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Benefits broker of record · KANSAS CITY, MO

LOCKTON COMPANIES, LLC

LOCKTON COMPANIES, LLC of KANSAS CITY, MO is named as the broker of record on 3,176 insurance contracts in public Form 5500 Schedule A filings.

One of 98 offices of LOCKTON COMPANIES, LLC.

Contracts brokered
3,176
Book size
$1M+
Office state
MO

3,176 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 3,176 insured contracts for 1,677 employers, across 51 states, led by MO, KS, TX.

Disability is the largest line (953 contracts), followed by life (952), vision (648), dental (632).

THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (248, about 8%); METROPOLITAN LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA, LIFE INSURANCE COMPANY OF NORTH AMERICA follow.

Renewals concentrate on January 1: 82% 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 953 · life 952 · vision 648 · dental 632 · health 554 · stop-loss 32

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
MENARD, INC.EAU CLAIRE, WIBLUE CROSS & BLUE SHIELD OF WISCONSINJan 1FY2024
SARGENT & LUNDY, L.L.C.CHICAGO, ILBLUECROSS BLUESHIELD OF ILLINOISJan 1FY2025
POLSINELLIKANSAS CITY, MOBLUE CROSS BLUE SHIELD OF KANSAS CITYJan 1FY2025
KNAPHEIDE MANUFACTURING COQUINCY, ILBLUECROSS BLUESHIELD OF ILLINOISJan 1FY2025
MOORE A SERIES, LLCLANHAM, MDGROUP HOSPITALIZATION MEDICAL SERVICES, INC.Jan 1FY2025
Subscriber access
1,672

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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