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Benefits Intelligence/Broker Directory/Connecticut

Lockton Companies LLC Ne Series

Farmington, CT

Lockton Companies LLC Ne Series of Farmington, CT is the broker of record on 9 Form 5500 Schedule A filings covering 8 employer benefit plans across 7 states, with $517,209 in reported broker commissions (plan year 2025).

Employer clients
8
distinct plan sponsors
Schedule A filings
9
States served
7
Reported commissions
$517,209
plan year 2025
Reported fees
$197,202

Quick answer

Lockton Companies LLC Ne Series (Farmington, CT) is the broker of record for 8 employer benefit plan sponsors on 9 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Lockton Companies LLC Ne Series have?
Lockton Companies LLC Ne Series is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 7 states.
Who are Lockton Companies LLC Ne Series's largest employer clients?
By plan participants, the largest include Abm Industries Incorporated (22,132 participants), Copart, Inc. (6,409 participants) and Finra (3,738 participants).
How much does Lockton Companies LLC Ne Series earn in commissions?
Insurers reported $517,209 in broker commissions and $197,202 in fees paid to Lockton Companies LLC Ne Series for plan year 2025, per Schedule A Part 1.
Where is Lockton Companies LLC Ne Series located?
Lockton Companies LLC Ne Series is based in Farmington, CT and has employer clients in 7 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Lockton Companies LLC Ne Series 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
Abm Industries IncorporatedTX22,1322024-12-31
Copart, Inc.TX6,4092024-07-31
FinraDC3,7382025-12-31
5 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.