Lockton Companies - Kansas City Ser
Kansas City, MO
Lockton Companies - Kansas City Ser of Kansas City, MO is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $22,555 in reported broker commissions (plan year 2025).
Quick answer
Lockton Companies - Kansas City Ser (Kansas City, MO) 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 - Kansas City Ser have?
- Lockton Companies - Kansas City Ser is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
- Who are Lockton Companies - Kansas City Ser's largest employer clients?
- By plan participants, the largest include Umb Financial Corporation (5,054 participants).
- How much does Lockton Companies - Kansas City Ser earn in commissions?
- Insurers reported $22,555 in broker commissions and $189 in fees paid to Lockton Companies - Kansas City Ser for plan year 2025, per Schedule A Part 1.
- Where is Lockton Companies - Kansas City Ser located?
- Lockton Companies - Kansas City Ser is based in Kansas City, MO.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Lockton Companies - Kansas City Ser on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Umb Financial Corporation | MO | 5,054 | 2025-12-31 |
Sell through benefits brokers? Let us show you around.
Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.
Book a 20-minute walkthroughKnow who holds the account, and when it renews.
Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.
Other benefits brokers in Missouri
- Centro Benefits Research LLC: 2,506 employer clients, $20,172,372 reported commissions (Kirkwood)
- Avant Specialty Benefits LLC: 280 employer clients, $4,226,984 reported commissions (Kansas City)
- Centro Benefits Group LLC: 176 employer clients, $202,044 reported commissions (Kirkwood)
- Assuredpartners Of Missouri LLC: 78 employer clients, $4,955,667 reported commissions (Kansas City)
- Robert E. Miller Insurance Agency: 72 employer clients, $6,000,792 reported commissions (Kansas City)
- Caravus LLC: 40 employer clients, $2,045,409 reported commissions (Saint Louis)
- National Benefit Services, LLC: 46 employer clients, $12,979 reported commissions (Kansas City)
- Aon Risk Services Inc: 47 employer clients, $1,601,487 reported commissions (St. Louis)
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.