Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Dental$1.1M
- Other$121K
- Vision$71K
- Life$71K
- Long-term disability$71K
- +1 more
Sponsor portfolio
LOCKE SOLUTIONS LLC
EIN 93-4907122building materialsLatest filing 2025
Plans
2
Retirement
1
$3.1M assets
Welfare
1
$1.2M premiums
Participants
233
700 ALMEDA GENOA RD - HOUSTON, TX 77047832-804-7062lockesolutions.comLinkedIn51-200 employeesbuilding materials
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 229 covered livesCarrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- DEARBORN LIFE INSURANCE COMPANY6%
- UNUM LIFE INSURANCE COMPANY OF AMERICA4%
Broker market share
Schedule A broker compensation
89%top
- MARSH & MCLENNAN AGENCY LLC89%
- LEROY PHELPS6%
- AMANDA MOORE MAXWELL1%
- VERA ANN PAREDES1%
- PATRICIA M PHELPS1%
- +3 more
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 SOLUTIONS 401(K) PLAN
401k
Assets$3.1M
Participants233
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
LOCKE SOLUTIONS LLC WELFARE BENEFIT PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$1.2M
Covered lives229
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | LOCKE SOLUTIONS 401(K) PLAN | 401k | $3.1M | 233 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | LOCKE SOLUTIONS LLC WELFARE BENEFIT PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $1.2M | 229 | 2025 |
Retirement plans
Welfare plans