Form 5500 · Employee benefit plan · HOUSTON, TX
LOCKE INVESTMENTS, LLC
LOCKE INVESTMENTS, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through DEARBORN LIFE INSURANCE COMPANY. The plan's most recent policy period ended in March.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 32-0351975 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| DEARBORN LIFE INSURANCE COMPANY | Vision, Life, Disability | 149 | March | $6,641 |
Questions
Who is LOCKE INVESTMENTS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, LOCKE INVESTMENTS, LLC's broker of record is MARSH & MCLENNAN AGENCY LLC.
What insurance carrier does LOCKE INVESTMENTS, LLC use?
LOCKE INVESTMENTS, LLC's benefit plan is written through DEARBORN LIFE INSURANCE COMPANY.
When does LOCKE INVESTMENTS, LLC's group plan renew?
The most recent Schedule A policy period for LOCKE INVESTMENTS, LLC ended in March. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from LOCKE INVESTMENTS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.