Lockton Specialties, LLC
Dallas, TX
Lockton Specialties, LLC of Dallas, TX is the broker of record on 648 Form 5500 Schedule A filings covering 460 employer benefit plans across 40 states, with $1,958,770 in reported broker commissions (plan year 2025).
Quick answer
Lockton Specialties, LLC (Dallas, TX) is the broker of record for 460 employer benefit plan sponsors on 648 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Lockton Specialties, LLC have?
- Lockton Specialties, LLC is named as broker on Form 5500 Schedule A filings for 460 distinct plan sponsors in 40 states.
- Who are Lockton Specialties, LLC's largest employer clients?
- By plan participants, the largest include L Brands Service Company, LLC (76,340 participants), Banner Health (50,513 participants) and Bjc Health System Dba Bjc Healthcare (44,232 participants).
- How much does Lockton Specialties, LLC earn in commissions?
- Insurers reported $2 million in broker commissions and $30.5 million in fees paid to Lockton Specialties, LLC for plan year 2025, per Schedule A Part 1.
- Where is Lockton Specialties, LLC located?
- Lockton Specialties, LLC is based in Dallas, TX and has employer clients in 40 states.
- How does Lockton Specialties, LLC rank among benefits brokers in Texas?
- Lockton Specialties, LLC ranks #4 by employer clients among the 50 most active benefits brokers based in Texas.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Lockton Specialties, 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 |
|---|---|---|---|
| L Brands Service Company, LLC | OH | 76,340 | 2025-12-31 |
| Banner Health | AZ | 50,513 | 2024-12-31 |
| Bjc Health System Dba Bjc Healthcare | MO | 44,232 | 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.