SE SERIES OF LOCKTON COMPANIES

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

16,892

Total plan assets

$62.7M

Filings (rows)

Direct comp

$211K

Indirect comp

SERVICES PROVIDED

Other2

Broker2

Top plans served

Showing top 4 of 2 (largest by assets)

Sponsor / Plan	Location	Service	Participants	Assets	Direct comp
INDEPENDENT COLLEGES AND UNIVERSITIES BENEFITS ASSOCIATION, INC INDEPENDENT COLLEGES AND UNIVERSITIES BENEFITS ASSOCIATION, INC. MEDICAL PLAN	ORLANDO, FL	Other COMMISSIONS	8,441	$34.6M	$42K
INDEPENDENT COLLEGES AND UNIVERSITIES BENEFITS ASSOCIATION, INC INDEPENDENT COLLEGES AND UNIVERSITIES BENEFITS ASSOCIATION, INC. MEDICAL PLAN	ORLANDO, FL	Broker INSURANCE AGENT & BROKER	8,441	$34.6M	$103K