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Benefits Intelligence/Broker Directory/North Carolina

Lockton Companies - Charlotte, Nc

Charlotte, NC

Lockton Companies - Charlotte, Nc of Charlotte, NC is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $1,174,126 in reported broker commissions (plan year 2025).

Employer clients
1
distinct plan sponsors
Schedule A filings
2
States served
1
Reported commissions
$1,174,126
plan year 2025
Reported fees
$81,527

Quick answer

Lockton Companies - Charlotte, Nc (Charlotte, NC) is the broker of record for 1 employer benefit plan sponsor on 2 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Lockton Companies - Charlotte, Nc have?
Lockton Companies - Charlotte, Nc is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Lockton Companies - Charlotte, Nc's largest employer clients?
By plan participants, the largest include Grocery Delivery E-Services Usa, Inc. (7,091 participants).
How much does Lockton Companies - Charlotte, Nc earn in commissions?
Insurers reported $1.2 million in broker commissions and $81,527 in fees paid to Lockton Companies - Charlotte, Nc for plan year 2025, per Schedule A Part 1.
Where is Lockton Companies - Charlotte, Nc located?
Lockton Companies - Charlotte, Nc is based in Charlotte, NC.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Lockton Companies - Charlotte, Nc on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Grocery Delivery E-Services Usa, Inc.NY7,0912025-12-31

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.