Fundz
Fundz
Benefits Intelligence/Broker Directory/Texas

Locton Companies LLC

Dallas, TX

Locton Companies LLC of Dallas, TX is the broker of record on 10 Form 5500 Schedule A filings covering 7 employer benefit plans across 6 states, with $137,758 in reported broker commissions (plan year 2025).

Employer clients
7
distinct plan sponsors
Schedule A filings
10
States served
6
Reported commissions
$137,758
plan year 2025
Reported fees
$50,913

Quick answer

Locton Companies LLC (Dallas, TX) is the broker of record for 7 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Locton Companies LLC have?
Locton Companies LLC is named as broker on Form 5500 Schedule A filings for 7 distinct plan sponsors in 6 states.
Who are Locton Companies LLC's largest employer clients?
By plan participants, the largest include E. & J. Gallo Winery (5,057 participants), The Cooper Companies (4,115 participants) and Rollins College (693 participants).
How much does Locton Companies LLC earn in commissions?
Insurers reported $137,758 in broker commissions and $50,913 in fees paid to Locton Companies LLC for plan year 2025, per Schedule A Part 1.
Where is Locton Companies LLC located?
Locton Companies LLC is based in Dallas, TX and has employer clients in 6 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Locton Companies LLC 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
E. & J. Gallo WineryCA5,0572025-12-31
The Cooper CompaniesCA4,1152024-12-31
Rollins CollegeFL6932025-12-31
4 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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 walkthrough

Know 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.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in Texas

All brokers in Texas →

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.