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Benefits broker of record · MIAMI, FL

LOCKTON COMPANIES, LLC

LOCKTON COMPANIES, LLC of MIAMI, FL is named as the broker of record on 40 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
40
Book size
$1M+
States
FL

Book profile

LOCKTON COMPANIES, LLC brokers 40 insured contracts for 23 employers covering 14,884 people, across 4 states, led by FL, CA, GA.

Health is the largest line (15 contracts), followed by dental (15), vision (10), life (8).

UNITEDHEALTHCARE INSURANCE COMPANY writes the most contracts in the book (11, about 28%); ARAG INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY, ZURICH AMERICAN INSURANCE COMPANY follow.

Renewals concentrate in December — 65% of contracts — so most of the book comes up for review at once.

Clients on file

EmployerLocationCarrierRenews
CANO HEALTH, LLCDORAL, FLUNITEDHEALTHCARE INSURANCE COMPANYDecember
SIERRA LAND GROUP, INC.GLENDALE, CAUNITEDHEALTHCARE INSURANCE COMPANYDecember
BANESCO USAMIAMI, FLUNITEDHEALTHCARE INSURANCE COMPANYDecember
FLOURISH RESEARCH ACQUISITION, LLCAPEX, NCUNITEDHEALTHCARE INSURANCE COMPANYOctober
TELEFONICA GLOBAL SOLUTIONS USA, INC.MIAMI, FLUNITEDHEALTHCARE INSURANCE COMPANYDecember
Subscriber access
29

more plans 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