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Form 5500 · Employee benefit plan · KANSAS CITY, MO

LOCKTON, INC.

LOCKTON, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is LOCKTON COMPANIES, LLC. Coverage is written through RELIASTAR LIFE INSURANCE COMPANY and 10 other carriers. 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 90-0007886 · plan 501 · as of Jul 2026

Participants
6,655
Carriers on file
11
Disclosed commissions
$636,526
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
RELIASTAR LIFE INSURANCE COMPANY3,700December$295,313
PETERSEN INTERNATIONAL UNDERWRITERSDisability108December$141,803
AMERICAN HERITAGE LIFE INSURANCE COMPANYLife160December$106,974
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANYDisability623December$91,954
PROVIDENT LIFE AND CASUALTY INSURANCE COMPANYDisability3December$482
NATIONAL UNION FIRE INSURANCE COMPANY OF PITTSBURGH, PA6,888December$0
HARTFORD LIFE AND ACCIDENTLife, Disability6,888December$0
LYRA HEALTH, INC.6,888December$0
FOUR EVER LIFE INSURANCE COMPANYHealth6,888December$0
METROPOLITAN LIFE INSURANCE COMPANYLife225December$0
VISION SERVICE PLANVision7,328December$0

Questions

Who is LOCKTON, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, LOCKTON, INC.'s broker of record is LOCKTON COMPANIES, LLC.

What insurance carrier does LOCKTON, INC. use?

LOCKTON, INC.'s benefit plan is written through RELIASTAR LIFE INSURANCE COMPANY, among 11 disclosed carriers.

When does LOCKTON, INC.'s group plan renew?

The most recent Schedule A policy period for LOCKTON, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

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