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Benefits brokerage · 98 offices

LOCKTON COMPANIES, LLC

LOCKTON COMPANIES, LLC is named as the broker of record on 11,679 insurance contracts across its 98 offices in public Form 5500 Schedule A filings.

Offices
98
Contracts
11,679
Carriers
402

Offices

The 12 offices with the largest books, largest first. The other 86 are in the list below.

A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.

All 98 offices

Every office that files under the LOCKTON COMPANIES, LLC name, largest book first.

Book profile

LOCKTON COMPANIES, LLC brokers 11,679 insured contracts for 4,228 employers, across 52 states, led by TX, CA, IL.

Life is the largest line (3,820 contracts), followed by disability (3,739), health (2,678), vision (2,617).

CIGNA HEALTH AND LIFE INSURANCE COMPANY writes the most contracts in the book (825, about 7%); METROPOLITAN LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, LIFE INSURANCE COMPANY OF NORTH AMERICA follow.

Renewals concentrate on January 1: 81% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

life 3,820 · disability 3,739 · health 2,678 · vision 2,617 · dental 2,423 · stop-loss 87

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationOfficeCarrierRenews
MENARD, INC.EAU CLAIRE, WIKANSAS CITY, MOBLUE CROSS & BLUE SHIELD OF WISCONSINJan 1FY2024
PACTIV EVERGREEN SERVICES INC.LAKE FOREST, ILDALLAS, TXBLUECROSS BLUESHIELD OF ILLINOISJan 1FY2025
CC SERVICES, INC.BLOOMINGTON, ILCHICAGO, ILBLUECROSS BLUESHIELD OF ILLINOISJan 1FY2025
SP PLUS CORPORATIONCHICAGO, ILCHICAGO, ILBLUECROSS BLUESHIELD OF ILLINOISJan 1FY2024
OPTUM MEDICAL SERVICES, P.C.EDEN PRAIRIE, MNDALLAS, TXUNITEDHEALTHCARE INSURANCE COMPANYJan 1FY2025
Subscriber access
4,223

more employers in LOCKTON COMPANIES, LLC's book

See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)