Benefits broker of record · OVERLAND PARK, KS
LOCKTON COMPANIES, LLC
LOCKTON COMPANIES, LLC of OVERLAND PARK, KS is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.
One of 98 offices of LOCKTON COMPANIES, LLC.
Book profile
LOCKTON COMPANIES, LLC brokers 4 insured contracts for 3 employers, across 3 states, led by CO, CA, KS.
Life is the largest line (3 contracts), followed by disability (3).
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (2, about 50%); THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNUM LIFE INSURANCE COMPANY OF AMERICA 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.
life 3 · disability 3
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 |
|---|---|---|---|
| CREATIVE PLANNING, LLC | OVERLAND PARK, KS | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| SALUD FAMILY HEALTH, INC. | FORT LUPTON, CO | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Jan 1FY2025 |
| MOR FURNITURE FOR LESS, INC. | SAN DIEGO, CA | UNUM LIFE INSURANCE COMPANY OF AMERICA | May 1FY2025 |
| SALUD FAMILY HEALTH, INC. | FORT LUPTON, CO | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Jan 1FY2025 |
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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