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Benefits Intelligence/Broker Directory/Missouri

Lockton Comapnies LLC

Kansas City, MO

Lockton Comapnies LLC of Kansas City, MO is the broker of record on 4 Form 5500 Schedule A filings covering 4 employer benefit plans across 4 states, with $59,201 in reported broker commissions (plan year 2025).

Employer clients
4
distinct plan sponsors
Schedule A filings
4
States served
4
Reported commissions
$59,201
plan year 2025
Reported fees
$6,658

Quick answer

Lockton Comapnies LLC (Kansas City, MO) is the broker of record for 4 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Lockton Comapnies LLC have?
Lockton Comapnies LLC is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 4 states.
Who are Lockton Comapnies LLC's largest employer clients?
By plan participants, the largest include Acxion Foodservice Inc. (706 participants), Amerifleet Transportation, Inc. (425 participants) and Ofta Management, Inc. (231 participants).
How much does Lockton Comapnies LLC earn in commissions?
Insurers reported $59,201 in broker commissions and $6,658 in fees paid to Lockton Comapnies LLC for plan year 2025, per Schedule A Part 1.
Where is Lockton Comapnies LLC located?
Lockton Comapnies LLC is based in Kansas City, MO and has employer clients in 4 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Lockton Comapnies 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
Acxion Foodservice Inc.MD7062025-12-31
Amerifleet Transportation, Inc.KS4252025-12-31
Ofta Management, Inc.MI2312024-12-31
1 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.