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Benefits broker of record · CHARLOTTE, NC

MARSH AND MCLENNAN AGENCY

MARSH AND MCLENNAN AGENCY of CHARLOTTE, NC is named as the broker of record on 34 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
34
Book size
$100k–1M
States
NC

Book profile

MARSH AND MCLENNAN AGENCY brokers 34 insured contracts for 14 employers covering 4,402 people, across 5 states, led by FL, GA, NC.

Disability is the largest line (7 contracts), followed by health (6), life (6), dental (5).

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (5, about 15%); KAISER FOUNDATION HEALTH PLAN, INC., HARTFORD LIFE AND ACCIDENT, AMERITAS LIFE INSURANCE CORPORATION follow.

Renewals are spread through the year; December is the busiest month at 47% of contracts.

Clients on file

EmployerLocationCarrierRenews
RK ELECTRIC, INC.FREMONT, CAKAISER FOUNDATION HEALTH PLAN, INC.October
G & A MANAGERS, LLCALPHARETTA, GACIGNA HEALTH AND INSURANCE COSeptember
MANNKIND CORPORATIONWESTLAKE VILLAGE, CAHARTFORD LIFE AND ACCIDENTDecember
DATASCANALPHARETTA, GATHE LINCOLN NATIONAL LIFE INSURANCE COMPANYDecember
SITA INFORMATION NETWORKING COMPUTING USA INCATLANTA, GAKAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC.December
Subscriber access
14

more plans in MARSH AND MCLENNAN AGENCY'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