Lockton, Inc.
Overview
Lockton, Inc. sponsors a self-funded health plan that covered 7,520 participants in plan year 2025, up 9% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 7,520 · prior year 6,888
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Lockton, Inc. Welfare Benefit Plan, plan 501 (7,520 participants)
- Broker compensation
- $1.1M across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Hartford Life and Accident | Life, Long-term disability | 7,520 | $6.3M | $154K |
| Metropolitan Life Insurance Company | Life | 235 | $1.9M | — |
| Reliastar Life Insurance Company | Accident, Critical Illness, Hospital | 4,119 | $1.4M | $431K |
| Vision Service Plan | Vision | 7,850 | $1.4M | — |
| Lyra Health, Inc. | Employee Assistance Program | 7,520 | $1.2M | — |
| Petersen International Underwriters | Long-term disability | 113 | $889K | $172K |
| Provident Life and Accident Insurance Company | Long-term disability | 738 | $750K | $171K |
| American Heritage Life Insurance Company | Life | 188 | $619K | $180K |
| National Union Fire Insurance Company of Pittsburgh, PA | Accidental Death and Dismemberment | 7,520 | $85K | — |
| Four Ever Life Insurance Company | Business Travel Accident | 7,520 | $57K | — |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 7,520 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Lockton, Inc.
- Sponsor EIN
- 90-0007886
- Plan number
- 501
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 90-0007886 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Lockton, Inc. 401(k) Plan
- Type
- 401(k) plan
- Participants
- 9,677
About this data
Source: Lockton, Inc.'s Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Lockton, Inc..