Form 5500 · Employee benefit plan · STAMFORD, CT
THE LOCKWOOD GROUP, LLC
Public Form 5500 records show how THE LOCKWOOD GROUP, LLC (STAMFORD, CT) structures its employee benefits. Its broker of record is JOHNSON, MICHAEL. Coverage is written through RELIANCE STANDARD LIFE INSURANCE COMPANY and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 20-8025205 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 349 | December | $74,844 |
| AETNA LIFE INSURANCE COMPANY | Health, Stop-loss | 276 | December | $49,830 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 349 | December | $9,764 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Disability | 349 | December | $9,041 |
| AETNA LIFE INSURANCE COMPANY | Vision | 551 | December | $2,904 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Health | 36 | December | $2,086 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Health | 55 | December | $1,800 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Health | 42 | December | $1,662 |
Questions
Who is THE LOCKWOOD GROUP, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, THE LOCKWOOD GROUP, LLC's broker of record is JOHNSON, MICHAEL.
What insurance carrier does THE LOCKWOOD GROUP, LLC use?
THE LOCKWOOD GROUP, LLC's benefit plan is written through RELIANCE STANDARD LIFE INSURANCE COMPANY, among 8 disclosed carriers.
When does THE LOCKWOOD GROUP, LLC's group plan renew?
The most recent Schedule A policy period for THE LOCKWOOD 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 THE LOCKWOOD GROUP, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.