Lockton Financial Advisors LLC
Kansas City, MO
Lockton Financial Advisors LLC of Kansas City, MO is the broker of record on 6 Form 5500 Schedule A filings covering 5 employer benefit plans across 4 states, with $151,657 in reported broker commissions (plan year 2025).
Quick answer
Lockton Financial Advisors LLC (Kansas City, MO) is the broker of record for 5 employer benefit plan sponsors on 6 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Lockton Financial Advisors LLC have?
- Lockton Financial Advisors LLC is named as broker on Form 5500 Schedule A filings for 5 distinct plan sponsors in 4 states.
- Who are Lockton Financial Advisors LLC's largest employer clients?
- By plan participants, the largest include Billings Clinic (3,212 participants), Bgis Global Integrated Solutions Us, LLC (957 participants) and Norwex Usa, Inc. (129 participants).
- How much does Lockton Financial Advisors LLC earn in commissions?
- Insurers reported $151,657 in broker commissions paid to Lockton Financial Advisors LLC for plan year 2025, per Schedule A Part 1.
- Where is Lockton Financial Advisors LLC located?
- Lockton Financial Advisors 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 Financial Advisors LLC 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 |
|---|---|---|---|
| Billings Clinic | MN | 3,212 | 2024-12-31 |
| Bgis Global Integrated Solutions Us, LLC | n/a | 957 | 2024-12-31 |
| Norwex Usa, Inc. | TX | 129 | 2025-12-31 |
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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.