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Benefits broker of record · MISSOULA, MT

MARSH AND MCLENNAN AGENCY, LLC

MARSH AND MCLENNAN AGENCY, LLC of MISSOULA, MT is named as the broker of record on 15 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
15
Book size
$100k–1M
States
MT

Book profile

MARSH AND MCLENNAN AGENCY, LLC brokers 15 insured contracts for 9 employers covering 3,424 people, across 3 states, led by WA, MT, OR.

Vision is the largest line (5 contracts), followed by health (4), dental (3), life (2).

VISION SERVICE PLAN writes the most contracts in the book (3, about 20%); BLUECROSS BLUESHIELD OF MONTANA, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, DELTA DENTAL OF WASHINGTON follow.

Renewals are spread through the year; February is the busiest month at 33% of contracts.

Carriers in the book
Employer states
Lines of coverage

vision 5 · health 4 · dental 3 · life 2 · disability 2

Renewals by month
  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
ONXMAPS, INC.MISSOULA, MTBLUECROSS BLUESHIELD OF MONTANADecember
JOHN I. HAAS, INC.YAKIMA, WAPREMERA BLUE CROSSFebruary
PEOPLE FOR PEOPLEYAKIMA, WAREGENCE BLUESHIELDDecember
MEATEATER INC.BOZEMAN, MTBLUE CROSS BLUE SHIELD OF MONTANADecember
JOHN I. HAAS, INC.YAKIMA, WADELTA DENTAL OF WASHINGTONFebruary
Subscriber access
8

more plans in MARSH AND MCLENNAN AGENCY, LLC'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