Benefits broker of record · PHILADELPHIA, PA
LOCKTON COMPANIES, LLC
LOCKTON COMPANIES, LLC of PHILADELPHIA, PA is named as the broker of record on 5 insurance contracts in public Form 5500 Schedule A filings.
One of 98 offices of LOCKTON COMPANIES, LLC.
5 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 5 insured contracts for 4 employers, across 3 states, led by PA, DE, NJ.
Dental is the largest line (3 contracts), followed by life (3), disability (3), vision (2).
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (3, about 60%); INDEPENDENCE BLUE CROSS, LIFE INSURANCE COMPANY OF NORTH AMERICA follow.
Renewals concentrate on January 1: 100% 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.
dental 3 · life 3 · disability 3 · vision 2 · health 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 |
|---|---|---|---|
| CENTER FOR BREAKTHROUGH MEDICINES | KING OF PRUSSIA, PA | INDEPENDENCE BLUE CROSS | Jan 1FY2024 |
| ADVANTAGE BEHAVIORAL HEALTH SERVICES II, LLC | MARLTON, NJ | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| CENTER FOR BREAKTHROUGH MEDICINES | KING OF PRUSSIA, PA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2024 |
| SIMPSON SENIOR SERVICES | BALA CYNWYD, PA | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| ADESIS, INC. | NEW CASTLE, DE | LIFE INSURANCE COMPANY OF NORTH AMERICA | 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 years 2024–2025 on this page)
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