Benefits broker of record · NEW YORK, NY
LOCKTON COMPANIES, LLC
LOCKTON COMPANIES, LLC of NEW YORK, NY is named as the broker of record on 169 insurance contracts in public Form 5500 Schedule A filings.
One of 98 offices of LOCKTON COMPANIES, LLC.
169 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 169 insured contracts for 124 employers, across 25 states, led by NY, NJ, MA.
Disability is the largest line (65 contracts), followed by life (59), dental (45), vision (30).
UNITEDHEALTHCARE INSURANCE COMPANY writes the most contracts in the book (15, about 9%); METROPOLITAN LIFE INSURANCE COMPANY, PRUDENTIAL INSURANCE COMPANY OF AMERICA, DELTA DENTAL OF TENNESSEE follow.
Renewals concentrate on January 1: 78% 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.
disability 65 · life 59 · dental 45 · vision 30 · health 26 · stop-loss 1
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 |
|---|---|---|---|
| THE CADMUS HOLDING COMPANY, INC. | ARLINGTON, VA | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| PURE FISHING, INC. | COLUMBIA, SC | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | Jan 1FY2025 |
| ADVANTAGE BEHAVIORAL HEALTH SERVICES II, LLC | MARLTON, NJ | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| BRUNSWICK GROUP, LLC | NEW YORK, NY | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2024 |
| ONEONCOLOGY, LLC | NASHVILLE, TN | DELTA DENTAL OF TENNESSEE | 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 2024–2025 on this page)
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