Benefits broker of record · MIAMI, FL
LOCKTON COMPANIES, LLC
LOCKTON COMPANIES, LLC of MIAMI, FL is named as the broker of record on 51 insurance contracts in public Form 5500 Schedule A filings.
One of 98 offices of LOCKTON COMPANIES, LLC.
51 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 51 insured contracts for 33 employers, across 7 states, led by FL, CA, GA.
Health is the largest line (21 contracts), followed by dental (21), vision (15), life (13).
UNITEDHEALTHCARE INSURANCE COMPANY writes the most contracts in the book (12, about 24%); ARAG INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 75% 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.
health 21 · dental 21 · vision 15 · life 13 · disability 12
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 |
|---|---|---|---|
| CANO HEALTH, LLC | DORAL, FL | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| AUTOMOTIVE MANAGEMENT SERVICES, INC. | WEST PALM BEACH, FL | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Jan 1FY2025 |
| SIERRA LAND GROUP, INC. | GLENDALE, CA | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| BANESCO USA | MIAMI, FL | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| FLOURISH RESEARCH ACQUISITION, LLC | APEX, NC | UNITEDHEALTHCARE INSURANCE COMPANY | Nov 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 year 2025 on this page)
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