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Form 5500 · Employee benefit plan · PEACHTREE CORNERS, GA

LOCKSTEP TECHNOLOGY GROUP, LLC

LOCKSTEP TECHNOLOGY GROUP, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is PENSION FINANCIAL SERVICES, INC.. Coverage is written through PRINCIPAL LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-2991351 · plan 001 · as of Jul 2026

Participants
275
Carriers on file
2
Disclosed commissions
$0
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
PRINCIPAL LIFE INSURANCE COMPANY273December$0
PRINCIPAL LIFE INSURANCE COMPANY273December$0

Questions

Who is LOCKSTEP TECHNOLOGY GROUP, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, LOCKSTEP TECHNOLOGY GROUP, LLC's broker of record is PENSION FINANCIAL SERVICES, INC..

What insurance carrier does LOCKSTEP TECHNOLOGY GROUP, LLC use?

LOCKSTEP TECHNOLOGY GROUP, LLC's benefit plan is written through PRINCIPAL LIFE INSURANCE COMPANY, among 2 disclosed carriers.

When does LOCKSTEP TECHNOLOGY GROUP, LLC's group plan renew?

The most recent Schedule A policy period for LOCKSTEP TECHNOLOGY GROUP, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from LOCKSTEP TECHNOLOGY GROUP, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.