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.
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.
disability 7 · health 6 · life 6 · dental 5 · vision 5
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| RK ELECTRIC, INC. | FREMONT, CA | KAISER FOUNDATION HEALTH PLAN, INC. | October |
| G & A MANAGERS, LLC | ALPHARETTA, GA | CIGNA HEALTH AND INSURANCE CO | September |
| MANNKIND CORPORATION | WESTLAKE VILLAGE, CA | HARTFORD LIFE AND ACCIDENT | December |
| DATASCAN | ALPHARETTA, GA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | December |
| SITA INFORMATION NETWORKING COMPUTING USA INC | ATLANTA, GA | KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. | December |
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