Form 5500 · Employee benefit plan · STAMFORD, CT
THE LOCKWOOD GROUP, LLC
Public Form 5500 records show how THE LOCKWOOD GROUP, LLC of STAMFORD, CT, a professional services employer, structures its employee benefits. Its broker of record is JOHNSON, MICHAEL. Coverage is written through AETNA LIFE INSURANCE COMPANY and 1 other carrier. 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 Aug 2026
Plan brief
Schedule A lists 8 insured contracts covering health, vision, life, disability and stop-loss; the largest, with AETNA LIFE INSURANCE COMPANY, covers 276 people.
The medical plan carries stop-loss coverage, which usually signals a self-funded health plan with insured protection against large claims.
Reported premium across the insured contracts is $1,693,121, with $151,931 in disclosed broker commissions — about 9% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
JOHNSON, MICHAEL is the broker of record on 6 of the 8 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 349 | December | $498,962 | $74,844 |
| AETNA LIFE INSURANCE COMPANY | Health, Stop-loss | 276 | December | $1,002,635 | $49,830 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 349 | December | $65,095 | $9,764 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Disability | 349 | December | $60,272 | $9,041 |
| AETNA LIFE INSURANCE COMPANY | Vision | 551 | December | $29,172 | $2,904 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Health | 36 | December | $13,904 | $2,086 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Health | 55 | December | $11,999 | $1,800 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Health | 42 | December | $11,082 | $1,662 |
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