Benefits broker of record · MINNEAPOLIS, MN
LOCKTON COMPANIES, LLC
LOCKTON COMPANIES, LLC of MINNEAPOLIS, MN is named as the broker of record on 42 insurance contracts in public Form 5500 Schedule A filings.
One of 98 offices of LOCKTON COMPANIES, LLC.
42 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 42 insured contracts for 32 employers, across 5 states, led by MN, SC, WI.
Life is the largest line (14 contracts), followed by disability (14), vision (13), health (11).
UNITEDHEALTHCARE INSURANCE COMPANY writes the most contracts in the book (11, about 26%); LIFE INSURANCE COMPANY OF NORTH AMERICA, STANDARD INSURANCE COMPANY, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO. follow.
Renewals concentrate on January 1: 93% 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 14 · disability 14 · vision 13 · health 11 · dental 4
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 |
|---|---|---|---|
| RVO HEALTH, LLC | FORT MILL, SC | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2023 |
| SCH SERVICES, INC. | MINNEAPOLIS, MN | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2024 |
| MAX-TECH, INC. | HAMEL, MN | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| CLIFTONLARSONALLEN LLP | MINNEAPOLIS, MN | LIFE INSURANCE COMPANY OF NORTH AMERICA | Jan 1FY2025 |
| CLIFTONLARSONALLEN LLP | MINNEAPOLIS, MN | LIFE INSURANCE COMPANY OF NORTH AMERICA | 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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