Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
LOCKE SUPPLY CO.
EIN 73-0689366wholesaleLatest filing 2025
Plans
3
Retirement
2
$330.7M assets
Welfare
1
$16.4M premiums
Participants
4,505
1300 SE 82ND STREET - OKLAHOMA CITY, OK 731494402405-635-3257lockesupply.comLinkedIn501-1000 employeeswholesale
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $330.7M assets / 3,031 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
89%top
- (Not disclosed)89%
- ADP BROKER-DEALER11%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $16.4M premiums / 2,282 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$14.5M
- Other$986K
- Dental$782K
- Life$710K
- Short-term disability$710K
- Long-term disability$710K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
93%top
- BLUE CROSS OF CALIFORNIA93%
- SYMETRA LIFE INSURANCE COMPANY6%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- RYAN BENEFITS INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
LOCKE SUPPLY CO. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$293.4M
Participants1,465
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
LOCKE SUPPLY CO. 401(K) PLAN
401k
Assets$37.3M
Participants1,566
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
LOCKE SUPPLY CO. EMPLOYEE BENEFIT PLAN
Fully Insured - BLUECROSS BLUESHIELD OF OKLAHOMA
Premiums$16.4M
Covered lives2,282
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | LOCKE SUPPLY CO. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $293.4M | 1,465 | 2024 | |
| 002 | LOCKE SUPPLY CO. 401(K) PLAN | 401k | $37.3M | 1,566 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | LOCKE SUPPLY CO. EMPLOYEE BENEFIT PLAN | Fully Insured | BLUECROSS BLUESHIELD OF OKLAHOMA | $16.4M | 2,282 | 2025 |
Retirement plans
Welfare plans