Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LOCKE LORD LLP
EIN 74-1164324Professional, Scientific, and Technical ServicesLatest filing 2024
Plans
4
Retirement
2
$964.8M assets
Welfare
2
$4.2M premiums
Participants
3,892
2200 ROSS AVENUE, SUITE 2800 - DALLAS, TX 752012748214-740-8000
Retirement portfolio analytics
2 plans aggregated / $964.8M assets / 2,099 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $4.2M premiums / 1,734 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$2.8M
- Life$2.7M
- Long-term disability$2.7M
- Dental$960K
- Vision$117K
Carrier market share
Premium dollars by Schedule A carrier
60%top
- STANDARD INSURANCE COMPANY60%
- DELTA DENTAL OF CALIFORNIA23%
- METROPOLITAN LIFE INSURANCE COMPANY5%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
- JOHN HANCOCK LIFE INSURANCE COMPANY3%
- +3 more
Broker market share
Schedule A broker compensation
87%top
- LOCKTON COMPANIES, LLC87%
- MERCER HEALTH AND BENEFITS, LLC13%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
LOCKE LORD LLP RETIREMENT SAVINGS PLAN
401k
Assets$891.7M
Participants1,793
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#012
LOCKE LORD LLP 2017 PARTNERS CASH BALANCE PLAN
CashBalance
Assets$73.0M
Participants306
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
LOCKE LORD, LLP MEDICAL CARE REIMBURSEMENT PLAN
Mixed - STANDARD INSURANCE COMPANY
Premiums$4.2M
Covered lives1,734
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#001
LOCKE LORD LLP RETIREMENT SAVINGS PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LOCKE LORD LLP RETIREMENT SAVINGS PLAN | 401k | $891.7M | 1,793 | 2024 | |
| 012 | LOCKE LORD LLP 2017 PARTNERS CASH BALANCE PLAN | CashBalance | $73.0M | 306 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | LOCKE LORD, LLP MEDICAL CARE REIMBURSEMENT PLAN | Mixed | STANDARD INSURANCE COMPANY | $4.2M | 1,734 | 2024 | |
| 001 | LOCKE LORD LLP RETIREMENT SAVINGS PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans