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Benefits brokerage · 6 offices

LOCKTON INSURANCE. LLC

LOCKTON INSURANCE. LLC is named as the broker of record on 9 insurance contracts across its 6 offices in public Form 5500 Schedule A filings.

Offices
6
Contracts
9
Carriers
5

Offices

Largest book first.

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.

Book profile

LOCKTON INSURANCE. LLC brokers 9 insured contracts for 8 employers, across 6 states, led by CA, MN, AL.

Life is the largest line (7 contracts), followed by disability (5), health (2).

HARTFORD LIFE AND ACCIDENT writes the most contracts in the book (5, about 56%); FIRST UNUM LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC., KAISER FOUNDATION HEALTH PLAN OF HAWAII follow.

Renewals concentrate on January 1: 100% 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 7 · disability 5 · health 2

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
RLI CORP.PEORIA, ILDALLAS, TXHARTFORD LIFE AND ACCIDENTJan 1FY2025
ASC PEO, LLCBIRMINGHAM, ALDALLAS, TXHARTFORD LIFE AND ACCIDENTJan 1FY2025
DR GERTRUDE A BARBER NATIONAL INSTITUTEERIE, PAPITTSBURGH, PAHARTFORD LIFE AND ACCIDENTJan 1FY2025
AVALON HOSPITALITY GROUP LLCSAN DIEGO, CASONOMA, CA; DALLAS, TXHARTFORD LIFE AND ACCIDENTJan 1FY2025
HOBSON & MOTZER, INCDURHAM, CTSAINT LOUIS, MOHARTFORD LIFE AND ACCIDENTJan 1FY2025
Subscriber access
3

more employers in LOCKTON INSURANCE. 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 year 2025 on this page)