How many employer clients does Lockwood, Luther have?

Lockwood, Luther is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.

Who are Lockwood, Luther's largest employer clients?

By plan participants, the largest include Chick-Fil-A, Inc. (11,858 participants).

How much does Lockwood, Luther earn in commissions?

Insurers reported $15,667 in broker commissions and $113 in fees paid to Lockwood, Luther for plan year 2025, per Schedule A Part 1.

Where is Lockwood, Luther located?

Lockwood, Luther is based in Charlotte, NC.

Benefits Intelligence/Broker Directory/North Carolina

Lockwood, Luther

Charlotte, NC

Lockwood, Luther of Charlotte, NC is the broker of record on 2 Form 5500 Schedule A filings covering 1 employer benefit plans, with $15,667 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$15,667

plan year 2025

Reported fees

$113

Quick answer

Lockwood, Luther (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 Lockwood, Luther have?: Lockwood, Luther is named as broker on Form 5500 Schedule A filings for 1 distinct plan sponsor.
Who are Lockwood, Luther's largest employer clients?: By plan participants, the largest include Chick-Fil-A, Inc. (11,858 participants).
How much does Lockwood, Luther earn in commissions?: Insurers reported $15,667 in broker commissions and $113 in fees paid to Lockwood, Luther for plan year 2025, per Schedule A Part 1.
Where is Lockwood, Luther located?: Lockwood, Luther is based in Charlotte, NC.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Lockwood, Luther 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
Chick-Fil-A, Inc.	GA	11,858	2025-12-31

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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.