Benefits broker of record · LA JOLLA, CA
LOCKTON COMPANIES, LLC
LOCKTON COMPANIES, LLC of LA JOLLA, CA is named as the broker of record on 97 insurance contracts in public Form 5500 Schedule A filings.
One of 98 offices of LOCKTON COMPANIES, LLC.
97 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 97 insured contracts for 64 employers, across 19 states, led by CA, TX, FL.
Life is the largest line (42 contracts), followed by disability (37), dental (28), health (20).
UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (26, about 27%); PRUDENTIAL INSURANCE COMPANY OF AMERICA, METROPOLITAN LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 70% 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 42 · disability 37 · dental 28 · health 20 · vision 20
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 |
|---|---|---|---|
| POINT LOMA NAZARENE UNIVERSITY | SAN DIEGO, CA | SHARP HEALTH PLAN | Mar 1FY2026 |
| AMERICAN INTEGRATED SERVICES, INC. | WILMINGTON, CA | UNITEDHEALTHCARE INSURANCE COMPANY | May 1FY2025 |
| DEXCOM, INC. | SAN DIEGO, CA | RELIANCE STANDARD LIFE INSURANCE COMPANY | Jan 1FY2025 |
| KOAM ENGINEERING SYSTEMS INC. | SAN DIEGO, CA | UNITEDHEALTHCARE INSURANCE COMPANY | Feb 1FY2026 |
| AYA HEALTHCARE, INC. | SAN DIEGO, CA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2024 |
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 2024–2026 on this page)
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