Benefits broker of record · KANSAS CITY, MO
LOCKTON INVESTMENT SECURITIES LLC
LOCKTON INVESTMENT SECURITIES LLC of KANSAS CITY, MO is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.
Book profile
LOCKTON INVESTMENT SECURITIES LLC brokers 4 insured contracts for 4 employers, across 3 states, led by CA, MD, OH.
The book is entirely life coverage.
METROPOLITAN LIFE INSURANCE COMPANY writes the most contracts in the book (2, about 50%); JOHN HANCOCK LIFE INSURANCE COMPANY, TRANSAMERICA LIFE INSURANCE COMPANY follow.
Renewals concentrate on March 1: 50% of the dated welfare contracts have policy years ending in February, 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 2
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 |
|---|---|---|---|
| VISION SERVICE PLAN | RANCHO CORDOVA, CA | METROPOLITAN LIFE INSURANCE COMPANY | Mar 1FY2025 |
| ULMER & BERNE LLP | CLEVELAND, OH | METROPOLITAN LIFE INSURANCE COMPANY | Jan 1FY2024 |
| BELVEDERE HOTEL PARTNERSHIP DBA THE PENINSULA BEVERLY HILLS | BEVERLY HILLS, CA | JOHN HANCOCK LIFE INSURANCE COMPANYAnnuity / GIC | —FY2023 |
| FIDELIS CYBERSECURITY, INC. | BETHESDA, MD | TRANSAMERICA LIFE INSURANCE COMPANYAnnuity / GIC | —FY2024 |
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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