Fundz
Fundz
Benefits Intelligence/Broker Directory/California

Ias Lockton Specialties

San Francisco, CA

Ias Lockton Specialties of San Francisco, CA is the broker of record on 6 Form 5500 Schedule A filings covering 6 employer benefit plans across 3 states, with $4,661 in reported broker commissions (plan year 2024).

Employer clients
6
distinct plan sponsors
Schedule A filings
6
States served
3
Reported commissions
$4,661
plan year 2024

Quick answer

Ias Lockton Specialties (San Francisco, CA) is the broker of record for 6 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2024.

How many employer clients does Ias Lockton Specialties have?
Ias Lockton Specialties is named as broker on Form 5500 Schedule A filings for 6 distinct plan sponsors in 3 states.
Who are Ias Lockton Specialties's largest employer clients?
By plan participants, the largest include Revantage Corporate Services LLC (455 participants), Preferred Apartment Advisors, LLC (424 participants) and Livcor, LLC (307 participants).
How much does Ias Lockton Specialties earn in commissions?
Insurers reported $4,661 in broker commissions paid to Ias Lockton Specialties for plan year 2024, per Schedule A Part 1.
Where is Ias Lockton Specialties located?
Ias Lockton Specialties is based in San Francisco, CA and has employer clients in 3 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Ias Lockton Specialties 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
Revantage Corporate Services LLCIL4552024-12-31
Preferred Apartment Advisors, LLCGA4242024-12-31
Livcor, LLCIL3072024-12-31
3 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 California

All brokers in California →

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.