Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
LOCKE SUPPLY CO.
EIN 73-0689366wholesaleLatest filing 2024
Plans
3
Retirement
2
$330.7M assets
Welfare
1
$13.7M premiums
Participants
5,373
8811 S. BRYANT AVE - OKLAHOMA CITY, OK 73149405-635-3257lockesupply.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 / $13.7M premiums / 2,340 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$11.7M
- Short-term disability$1.1M
- Other$1.1M
- Life$852K
- Long-term disability$852K
- Dental$678K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
85%top
- BLUE CROSS OF CALIFORNIA85%
- SYMETRA LIFE INSURANCE COMPANY8%
- METROPOLITAN LIFE INSURANCE COMPANY5%
- 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$13.7M
Covered lives2,340
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 | $13.7M | 2,340 | 2024 |
Retirement plans
Welfare plans