Benefits broker of record · DALLAS, TX
MARSH AND MCLENNAN AGENCY
MARSH AND MCLENNAN AGENCY of DALLAS, TX is named as the broker of record on 71 insurance contracts in public Form 5500 Schedule A filings.
One of 100 offices of MARSH AND MCLENNAN AGENCY, LLC.
71 contracts on file name MARSH AND MCLENNAN AGENCY 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
MARSH AND MCLENNAN AGENCY brokers 71 insured contracts for 57 employers, across 10 states, led by TX, AZ, GA.
Disability is the largest line (28 contracts), followed by life (27), vision (26), dental (23).
UNITEDHEALTHCARE INSURANCE COMPANY writes the most contracts in the book (13, about 18%); THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, BLUECROSS BLUESHIELD OF TEXAS, LIFE INSURANCE COMPANY OF NORTH AMERICA follow.
Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 49% 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.
disability 28 · life 27 · vision 26 · dental 23 · health 18
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 |
|---|---|---|---|
| ASPHALT, INC., LLC | AUSTIN, TX | BLUECROSS BLUESHIELD OF TEXAS | Mar 1FY2025 |
| GEARBOX SOFTWARE LLC | FRISCO, TX | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2024 |
| CHILDCAREGROUP | DALLAS, TX | BLUECROSS BLUESHIELD OF TEXAS | Jan 1FY2024 |
| OMNI INVICTUS | GEORGETOWN, TX | UNITEDHEALTHCARE INSURANCE COMPANY | May 1FY2025 |
| COWTOWN REDI MIX INC. | BEDFORD, TX | UNITEDHEALTHCARE INSURANCE COMPANY | Nov 1FY2025 |
more employers 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 · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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