Benefits broker of record · UNKNOWN, MA
LOCKTON COMPANIES, LLC
LOCKTON COMPANIES, LLC of UNKNOWN, MA is named as the broker of record on 6 insurance contracts in public Form 5500 Schedule A filings.
One of 98 offices of LOCKTON COMPANIES, LLC.
6 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 6 insured contracts for 6 employers, across 4 states, led by TX, GA, MA.
Dental is the largest line (4 contracts), followed by health (3).
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. writes the most contracts in the book (1, about 17%); BLUECROSS BLUESHIELD OF TEXAS, BLUE CROSS OF TEXAS, CIGNA GLOBAL 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.
- BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.1
- BLUECROSS BLUESHIELD OF TEXAS1
- BLUE CROSS OF TEXAS1
- CIGNA GLOBAL1
- DELTA DENTAL INSURANCE COMPANY1
- DELTA DENTAL OF PENNSYLVANIA1
Counted by each employer's own state. Largest first.
Contracts by line.
dental 4 · health 3
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| IRON OAK MANAGEMENT LLC | FORT WORTH, TX | BLUECROSS BLUESHIELD OF TEXAS | Jan 1FY2025 |
| TAXACT ADMIN SERVICES, LLC | DALLAS, TX | BLUE CROSS OF TEXAS | Jan 1FY2023 |
| WESTGUARD INSURANCE COMPANY | WILKES-BARRE, PA | DELTA DENTAL OF PENNSYLVANIA | Jan 1FY2025 |
| TRUSTEES OF CLARK UNIVERSITY | WORCESTER, MA | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | Jan 1FY2025 |
| FLOTEK INDUSTRIES, INC. | HOUSTON, TX | CIGNA GLOBAL | Jan 1FY2025 |
more employer 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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