BenefitsLedger
Benefits broker · Plan year 2024 · Form 5500 Schedule A

Lockton

Dallas, TX

Filed under 71 names, including Lockton Companies, LLC; Lockton Companies LLC; Lockton Companies; Lockton Companies, LLC.; Lockton Specialties, LLC; Lockton Specialties LLC; and others. BenefitsLedger groups a firm's offices together.

Lockton collected $431M in commissions and fees from 3,347 employer health plans in plan year 2024 filings, ranking #2 among 12,126 brokers named in the public record. Its median rate on fully insured medical plans was 3.1% of premium, against a national median of 3.8%. Most of its named clients are in Texas.

Commissions + fees
$431M
$315M commissions · $116M fees
Employer plans
3,347
13,644 contracts
Rank
#2
top 1% of 12,126 brokers
Median rate
3.1%
46 insured medical plans · U.S. median 3.8%

Largest clients

Employers whose filings reported the most compensation to this broker.

EmployerPaid to brokerParticipants
Dollar Tree, Inc. · Virginia$1,727,80670,222
The Nebraska Medical Center · Nebraska$1,689,1708,954
Zachry Holdings, Inc. · Texas$1,534,32122,234
Pactiv Evergreen Services Inc. · Illinois$1,454,87010,080
Wellstar Health System, Inc. · Georgia$1,403,33725,585
The Geo Group, Inc. · Florida$1,371,9668,653
Robert Half Inc. · California$1,343,86417,325
Norton Healthcare, Inc. Department · Kentucky$1,341,50017,879
Capstone Logistics, LLC · Georgia$1,302,37616,356
Asbury Automotive Group, LLC · Georgia$1,281,5077,512
Piedmont Healthcare, Inc. · Georgia$1,233,46235,232
Moore Holdings, LLC · Maryland$1,122,3321,569
Envision Healthcare Operating, Inc. · Tennessee$1,093,25717,218
CPC Logistics Inc. · Missouri$1,086,8153,440
Arctic Slope Regional Corporation · Alaska$1,076,78811,585
Peraton, Inc. · Virginia$1,070,40916,704
Adt LLC · Florida$1,057,16419,642
Dairy Farmers of America, Inc. · Kansas$996,52414,674
Eyecare Partners, LLC · Missouri$980,9117,586
U.S. Renal Care, Inc. · Texas$979,8316,277
Burns & McDonnell, Inc. · Missouri$979,5938,438
Simmons Foods Inc · Arkansas$948,0067,722
Trilon Group · Colorado$934,4153,548
Bergelectric, Corp. · California$914,6912,012
Summit Behavioral Healthcare, LLC · Tennessee$913,7523,145

Source: DOL Form 5500 Schedule A Part I, plan year 2024, grouped by broker name as filed. Dataset built October 24, 2026.

Where its clients are

Employer plans naming this broker, by employer state.

505 plans
311 plans
225 plans
185 plans
184 plans
147 plans
132 plans
109 plans

How much does Lockton earn from employer health plans?

In plan year 2024 filings, employers reported paying Lockton $431,245,948: $315,365,111 in commissions and $115,880,837 in fees, across 13,644 insurance contracts at 3,347 employers. That ranks #2 of 12,126 brokers in the public record.

What commission rate is paid on plans Lockton brokers?

Among 46 fully insured medical plans where Lockton was the only broker, the median compensation was 3.1% of premium. The national median is 3.8%. Rates are set per plan and depend on carrier, group size and whether the employer pays fees instead of commissions.

Which employers use Lockton?

The largest reported payers in 2024 were Dollar Tree, Inc., The Nebraska Medical Center, Zachry Holdings, Inc.. Texas is its biggest state by employer count (505 plans).

Amounts are what employers reported on their own filings. They do not include compensation from carriers that is not tied to a specific contract, and names are grouped exactly as filed, so related entities can appear separately. How this record is built.

Is this your company's plan? Get a written review of the filing.
A WellthCare benefits specialist reads your Form 5500 the way a fiduciary reviewer would and writes up what to take to your broker before renewal. Free, from the public record only.