How many employer clients does Lockton Specialities have?

Lockton Specialities is named as broker on Form 5500 Schedule A filings for 11 distinct plan sponsors in 8 states.

Who are Lockton Specialities's largest employer clients?

By plan participants, the largest include Garver, LLC (1,473 participants), Avi Systems, Inc. (1,271 participants) and Cec Electrical, Inc. (1,090 participants).

How much does Lockton Specialities earn in commissions?

Insurers reported $21,806 in broker commissions and $189,951 in fees paid to Lockton Specialities for plan year 2025, per Schedule A Part 1.

Where is Lockton Specialities located?

Lockton Specialities is based in Dallas, TX and has employer clients in 8 states.

Benefits Intelligence/Broker Directory/Texas

Lockton Specialities

Dallas, TX

Lockton Specialities of Dallas, TX is the broker of record on 14 Form 5500 Schedule A filings covering 11 employer benefit plans across 8 states, with $21,806 in reported broker commissions (plan year 2025).

Employer clients

distinct plan sponsors

Schedule A filings

States served

Reported commissions

$21,806

plan year 2025

Reported fees

$189,951

Quick answer

Lockton Specialities (Dallas, TX) is the broker of record for 11 employer benefit plan sponsors on 14 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Lockton Specialities have?: Lockton Specialities is named as broker on Form 5500 Schedule A filings for 11 distinct plan sponsors in 8 states.
Who are Lockton Specialities's largest employer clients?: By plan participants, the largest include Garver, LLC (1,473 participants), Avi Systems, Inc. (1,271 participants) and Cec Electrical, Inc. (1,090 participants).
How much does Lockton Specialities earn in commissions?: Insurers reported $21,806 in broker commissions and $189,951 in fees paid to Lockton Specialities for plan year 2025, per Schedule A Part 1.
Where is Lockton Specialities located?: Lockton Specialities is based in Dallas, TX and has employer clients in 8 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Lockton Specialities 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
Garver, LLC	AR	1,473	2025-12-31
Avi Systems, Inc.	MN	1,271	2025-12-31
Cec Electrical, Inc.	TX	1,090	2025-12-31

8 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.