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Sponsor portfolioWelfare / HealthEIN 90-0007886

LOCKTON, INC.

444 W. 47TH STREET · KANSAS CITY, MO 64112
8169609000
Plans filed
1
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$14.6M
No prior year
Persons covered
7,850
No prior year
Total participants
7,520
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$14.6M
LOCKTON, INC. WELFARE BENEFIT PLAN
Mixed7,850 covered·11 carriers
Primary: HARTFORD LIFE AND ACCIDENT

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$9.0M33.2%
Life$8.8M32.5%
Long-term disability$7.9M29.2%
Vision$1.4M5.1%

Carrier overview

10 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LLTDOth
$6.3M43.1%117,520
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
L
$1.9M13.2%11235
RELIASTAR LIFE INSURANCE COMPANY
EIN 410451140
Oth
$1.4M9.6%114,119
VISION SERVICE PLAN
EIN 363560825
V
$1.4M9.5%117,850
LYRA HEALTH, INC.
EIN 472935915
Oth
$1.2M8.2%117,520
PETERSEN INTERNATIONAL UNDERWRITERS
EIN 953493616
LTD
$889K6.1%11113
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 620331200
LTD
$755K5.2%12738
AMERICAN HERITAGE LIFE INSURANCE COMPANY
EIN 590781901
L
$619K4.2%11188
NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA
EIN 250687550
Oth
$85K0.6%117,520
FOUR EVER LIFE INSURANCE COMPANY
EIN 362149353
Oth
$57K0.4%117,520

Broker overview

6 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCKANSAS CITY, MOAMERICAN HERITAGE LIFE INSURANCE COMPANY, PETERSEN INTERNATIONAL UNDERWRITERS, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY, RELIASTAR LIFE INSURANCE COMPANY, PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY$643K$300K$943K85.1%1
INSURANCE PARTNERS AGENCY INCOVERLAND PARK, KSPETERSEN INTERNATIONAL UNDERWRITERS$86K$0$86K7.7%1
BCINSOURCING, LLCOVERLAND PARK, KSAMERICAN HERITAGE LIFE INSURANCE COMPANY, RELIASTAR LIFE INSURANCE COMPANY$0$80K$80K7.2%1
MARSH & MCLENNAN AGENCY LLCDALLAS, TXPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$186$0$1860.0%1
REED HEADLEY SCHNITTKERPLANO, TXPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$0$124$1240.0%1
AON CONSULTING INCCHICAGO, ILPROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY$12$7$190.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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