Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$9.0M
- Life$8.8M
- Long-term disability$7.9M
- Vision$1.4M
Sponsor portfolioTH
LOCKTON, INC.
EIN 90-0007886Latest filing 2025
Plans
2
Retirement
1
$1.40B assets
Welfare
1
$14.6M premiums
Participants
16,292
444 W. 47TH STREET, SUITE 900 - KANSAS CITY, MO 64112816-960-9000
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $14.6M premiums / 7,850 covered livesCarrier market share
Premium dollars by Schedule A carrier
43%top
- HARTFORD LIFE AND ACCIDENT43%
- METROPOLITAN LIFE INSURANCE COMPANY13%
- RELIASTAR LIFE INSURANCE COMPANY10%
- VISION SERVICE PLAN9%
- LYRA HEALTH, INC.8%
- +3 more
Broker market share
Schedule A broker compensation
85%top
- LOCKTON COMPANIES, LLC85%
- INSURANCE PARTNERS AGENCY INC8%
- BCINSOURCING, LLC7%
- MARSH & MCLENNAN AGENCY LLC0%
- REED HEADLEY SCHNITTKER0%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LOCKTON, INC. 401(K) PLAN
401k
Assets$1.40B
Participants8,772
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LOCKTON, INC. WELFARE BENEFIT PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$14.6M
Covered lives7,850
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LOCKTON, INC. 401(K) PLAN | 401k | $1.40B | 8,772 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LOCKTON, INC. WELFARE BENEFIT PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $14.6M | 7,850 | 2025 |
Retirement plans
Welfare plans