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Benefits Intelligence/Broker Directory/California

Ias Series Of Lockton Specialties

San Francisco, CA

Ias Series Of Lockton Specialties of San Francisco, CA is the broker of record on 22 Form 5500 Schedule A filings covering 17 employer benefit plans across 10 states, with $5,491 in reported broker commissions (plan year 2025).

Employer clients
17
distinct plan sponsors
Schedule A filings
22
States served
10
Reported commissions
$5,491
plan year 2025
Reported fees
$815,744

Quick answer

Ias Series Of Lockton Specialties (San Francisco, CA) is the broker of record for 17 employer benefit plan sponsors on 22 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Ias Series Of Lockton Specialties have?
Ias Series Of Lockton Specialties is named as broker on Form 5500 Schedule A filings for 17 distinct plan sponsors in 10 states.
Who are Ias Series Of Lockton Specialties's largest employer clients?
By plan participants, the largest include Srs Distribution, Inc (10,350 participants), Hallmark Marketing Company LLC (8,847 participants) and Air Transport Services, Inc (4,274 participants).
How much does Ias Series Of Lockton Specialties earn in commissions?
Insurers reported $5,491 in broker commissions and $815,744 in fees paid to Ias Series Of Lockton Specialties for plan year 2025, per Schedule A Part 1.
Where is Ias Series Of Lockton Specialties located?
Ias Series Of Lockton Specialties is based in San Francisco, CA and has employer clients in 10 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Ias Series Of 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
Srs Distribution, IncTX10,3502024-12-31
Hallmark Marketing Company LLCMO8,8472025-12-31
Air Transport Services, IncOH4,2742025-12-31
14 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.