People Solutions 101
This form is required by the U.S. Department of Labor to report information about employee benefit plans, such as retirement and health plans, for companies with 100 or more participants.
5500
Also known as a rider or amendment, this is the word for a change to an insurance policy that adds, modifies, or excludes coverage
An endorsement
What is the name of Lockton's Founder?
Jack Lockton
Lockton is proud of our LEANs, which stands for what?
Lockton Empowered Associate Network
Philadelphia's nicknamed the city of what?
Brotherly Love
Lockton's data warehouse that allows us to dive into self-funded client's data is named what?
Infolock
A policy that provides coverage for incidents that happen during your policy period, regardless of when you file a claim, is called written on what basis?
Occurrence
When Gary Hambright, one of Lockton's first employees, reached 10 years, what recognition gift did he receive?
a Rolex
This office is celebrating 20 years in 2025
Washington DC
This document was signed at the Pennsylvania State House in 1776
The Declaration of Independence
This is the target loss ratio carriers set for fully-insured groups
80 - 85%
The amount of each claim an insured is responsible for before the insurance policy pays is called what?
Deductible/retention
According to Bob Connolly, the only thing you can control in life is what?
Your effort
Josh started his career at what company and under which manager?
Marsh & Dirk van Heyst
Between 1944 - 1949, the Philadelphia Phillies were rebranded as this current Canadian team name
Blue Jays
This type of deductible is used in family health plans, where each family member must meet their own individual deductible before the insurance starts covering their costs, though the family as a whole may only need to meet a higher "aggregate" deductible.
Embedded
Pete Rapciewicz is the practice leader of what group?
Alternative Risk Solutions
What is Lockton's Tagline?
Uncommonly Independent
In Sheila's opening, she encouraged you to play like what running back?
Barry Sanders
This mammalian special guest attended part of yesterday's summit because he wanted to know more about insurance (much to Sheila & Kendall's terror)
Jerry the Mouse
Name 5 of the 9 members of the People Solutions Operating Committee
John Asencio, Todd Bauer, Craig Dandrow, Adam Hull, Sheila Johnson, Elson Ospina, Josh Korzon, Tracy Parness, Jeffrey Pichnarcik
Name 4 of the 7 members of the Lockton Property & Casualty Operating Committee
Tony Addino, Maya Benmouffok, Chris Dilullo, Len Gemma, Josh Korzon, Gary Phillips, Dirk van Heyst
Who is Lockton Northeast's longest tenured associate? (non-producer)
Thais Moore (that Jordan year!!!)
In FY24, what was the total amount donated to nonprofits by LocktonCares (in millions)?
23
Founded by Benjamin Franklin in 1731, Philadelphia was home to the nation's first what?
Library
Other answers include: hospital (1751), medical school (1765), national capital (1774), central bank (1781), stock exchange (1790), zoo (1874), and business school (1881)