Benefits broker of record · ROANOKE, VA
MARSH AND MCLENNAN AGENCY
MARSH AND MCLENNAN AGENCY of ROANOKE, VA is named as the broker of record on 113 insurance contracts in public Form 5500 Schedule A filings.
One of 100 offices of MARSH AND MCLENNAN AGENCY, LLC.
113 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 113 insured contracts for 87 employers, across 23 states, led by FL, AZ, GA.
Disability is the largest line (79 contracts), followed by life (75), dental (18), vision (12).
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (80, about 71%); LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK, LINCOLN LIFE ASSURANCE COMPANY OF BOSTON, PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY follow.
Renewals concentrate on January 1: 67% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY80
- LINCOLN LIFE & ANNUITY COMPANY OF NEW YORK9
- LINCOLN LIFE ASSURANCE COMPANY OF BOSTON6
- PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY5
- DELTA DENTAL OF VIRGINIA2
- DELTA DENTAL OF WASHINGTON2
Counted by each employer's own state. Largest first.
Contracts by line.
disability 79 · life 75 · dental 18 · vision 12 · health 11
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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- F
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| UOFL HEALTH, INC. | LOUISVILLE, KY | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Jan 1FY2024 |
| NFI INDUSTRIES, INC. | CAMDEN, NJ | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Jan 1FY2025 |
| CARVANA, LLC | TEMPE, AZ | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Jan 1FY2025 |
| RIVERSIDE HEALTH SYSTEM | NEWPORT NEWS, VA | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Jan 1FY2024 |
| INSURANCE SERVICES OFFICE, INC. | JERSEY CITY, NJ | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Jan 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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