Lockton, Inc. 401(K) Plan — Form 5500 plan (Lockton, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Lockton, Inc. 401(K) Plan is a benefit plan reported by Lockton, Inc. under EIN 90-0007886 and plan number 002. The latest loaded filing year is 2023. The filing reports 8,115 participants and $1,204,144,442 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Lockton, Inc.
- EIN
- 90-0007886
- Plan number
- 002
- Plan type
- 2
- Location
- Kansas City, MO
- Latest filing year
- 2023
- Participants
- 8,115
- End-of-year plan assets
- $1,204,144,442
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 8,115 | H, C | 20241014151903NAL0026542977001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,204,144,442
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,204,144,442
- Net assets (BOY)
- $997,829,167
Income & contributions
- Employer contributions
- $48,725,536
- Participant contributions
- $73,615,475
- Total contributions
- $147,006,393
- Total income / additions
- $310,432,479
Expenses & distributions
- Benefits paid
- $96,274,850
- Administrative expenses
- $630,237
- Total expenses
- $97,176,946
- Net increase / (decrease)
- $213,255,533
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $555,160 | $0 | 2023 |
| Metlife | OTHER SERVICES | $48,585 | not reported in the loaded dataset | 2023 |
| Creative Planning LLC | INV ADV, PARTICIPANTS | $19,502 | not reported in the loaded dataset | 2023 |
| Bcwm, LLC. | INV ADV, PARTICIPANTS | $14,395 | not reported in the loaded dataset | 2023 |
| Mariner LLC | INV ADV, PARTICIPANTS | $13,826 | not reported in the loaded dataset | 2023 |
| The Etf Store Inc | INV ADV, PARTICIPANTS | $7,292 | not reported in the loaded dataset | 2023 |
| Securian Financial Services In | INV ADV, PARTICIPANTS | $6,622 | not reported in the loaded dataset | 2023 |
| Creative Planning, LLC | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Lockton, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MO
- 401(k) and benefit plan filings in Kansas City, MO
- Principal Life Insurance Company — Schedule C compensation
- Metlife — Schedule C compensation
- Creative Planning LLC — Schedule C compensation
- Bcwm, LLC. — Schedule C compensation
- Mariner LLC — Schedule C compensation
- The Etf Store Inc — Schedule C compensation
- Securian Financial Services In — Schedule C compensation