How many employer clients does Lockton Companies, LLC-Mount have?

Lockton Companies, LLC-Mount is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.

Who are Lockton Companies, LLC-Mount's largest employer clients?

By plan participants, the largest include Red Robin International, Inc (2,271 participants) and Marpai Administrators, LLC (114 participants).

How much does Lockton Companies, LLC-Mount earn in commissions?

Insurers reported $10,382 in broker commissions and $188,016 in fees paid to Lockton Companies, LLC-Mount for plan year 2025, per Schedule A Part 1.

Where is Lockton Companies, LLC-Mount located?

Lockton Companies, LLC-Mount is based in Dallas, TX and has employer clients in 2 states.

Benefits Intelligence/Broker Directory/Texas

Lockton Companies, LLC-Mount

Dallas, TX

Lockton Companies, LLC-Mount of Dallas, TX is the broker of record on 4 Form 5500 Schedule A filings covering 3 employer benefit plans across 2 states, with $10,382 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$10,382

plan year 2025

Reported fees

$188,016

Quick answer

Lockton Companies, LLC-Mount (Dallas, TX) is the broker of record for 3 employer benefit plan sponsors on 4 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Lockton Companies, LLC-Mount have?: Lockton Companies, LLC-Mount is named as broker on Form 5500 Schedule A filings for 3 distinct plan sponsors in 2 states.
Who are Lockton Companies, LLC-Mount's largest employer clients?: By plan participants, the largest include Red Robin International, Inc (2,271 participants) and Marpai Administrators, LLC (114 participants).
How much does Lockton Companies, LLC-Mount earn in commissions?: Insurers reported $10,382 in broker commissions and $188,016 in fees paid to Lockton Companies, LLC-Mount for plan year 2025, per Schedule A Part 1.
Where is Lockton Companies, LLC-Mount located?: Lockton Companies, LLC-Mount is based in Dallas, TX and has employer clients in 2 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Lockton Companies, LLC-Mount on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

Employer	State	Participants	Plan year end
Red Robin International, Inc	CO	2,271	2025-12-31
Marpai Administrators, LLC	FL	114	2024-12-31

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.