How many employer clients does Lockton Companies, LLC (Ne) have?

Lockton Companies, LLC (Ne) is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.

Who are Lockton Companies, LLC (Ne)'s largest employer clients?

By plan participants, the largest include Optoro, Inc (101 participants) and Memry Corporation.

How much does Lockton Companies, LLC (Ne) earn in commissions?

Insurers reported $30,669 in broker commissions and $25,621 in fees paid to Lockton Companies, LLC (Ne) for plan year 2024, per Schedule A Part 1.

Where is Lockton Companies, LLC (Ne) located?

Lockton Companies, LLC (Ne) is based in Washington, CT and has employer clients in 2 states.

Benefits Intelligence/Broker Directory/Connecticut

Lockton Companies, LLC (Ne)

Washington, CT

Lockton Companies, LLC (Ne) of Washington, CT is the broker of record on 2 Form 5500 Schedule A filings covering 2 employer benefit plans across 2 states, with $30,669 in reported broker commissions (plan year 2024).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$30,669

plan year 2024

Reported fees

$25,621

Quick answer

Lockton Companies, LLC (Ne) (Washington, CT) is the broker of record for 2 employer benefit plan sponsors on 2 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Lockton Companies, LLC (Ne) have?: Lockton Companies, LLC (Ne) is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors in 2 states.
Who are Lockton Companies, LLC (Ne)'s largest employer clients?: By plan participants, the largest include Optoro, Inc (101 participants) and Memry Corporation.
How much does Lockton Companies, LLC (Ne) earn in commissions?: Insurers reported $30,669 in broker commissions and $25,621 in fees paid to Lockton Companies, LLC (Ne) for plan year 2024, per Schedule A Part 1.
Where is Lockton Companies, LLC (Ne) located?: Lockton Companies, LLC (Ne) is based in Washington, CT and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Lockton Companies, LLC (Ne) 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
Optoro, Inc	DC	101	2024-12-31
Memry Corporation	CT	0	2024-12-31

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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.