Benefits broker of record · MESA, AZ
M & O AGENCIES INC
M & O AGENCIES INC of MESA, AZ is named as the broker of record on 105 insurance contracts in public Form 5500 Schedule A filings.
One of 7 offices of M & O AGENCIES INC.
105 contracts on file name M & O AGENCIES INC as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
M & O AGENCIES INC brokers 105 insured contracts for 37 employers, across 9 states, led by CA, AZ, IL.
Life is the largest line (33 contracts), followed by disability (26), health (23), dental (22).
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (19, about 18%); UNUM LIFE INSURANCE COMPANY OF AMERICA, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, KAISER FOUNDATION HEALTH PLAN, INC. follow.
Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 37% of the dated welfare contracts.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
life 33 · disability 26 · health 23 · dental 22 · vision 20
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| SERVBANK, SB | OSWEGO, IL | BLUE CROSS BLUE SHIELD OF ARIZONA | Jan 1FY2025 |
| CERTEX USA, INC. | PHOENIX, AZ | UNITEDHEALTHCARE INSURANCE COMPANY | Jul 1FY2024 |
| DP ELECTRIC INC | TEMPE, AZ | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2025 |
| REDWOOD COAST REGIONAL CENTER | UKIAH, CA | BLUE CROSS OF CALIFORNIA | Feb 1FY2026 |
| O'NEILL BEVERAGES CO. LLC DBA O'NEILL VINTNERS & DISTILLERS | PARLIER, CA | KAISER FOUNDATION HEALTH PLAN, INC. | Jun 1FY2025 |
more employers in M & O AGENCIES INC's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2026 on this page)
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