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Benefits broker of record · SCOTTSDALE, AZ

MARSH AND MCLENNAN AGENCY

MARSH AND MCLENNAN AGENCY of SCOTTSDALE, AZ is named as the broker of record on 28 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
28
Book size
$100k–1M
States
AZ

Book profile

MARSH AND MCLENNAN AGENCY brokers 28 insured contracts for 22 employers covering 7,073 people, all in AZ.

Vision is the largest line (17 contracts), followed by health (5), dental (3), life (1).

VISION SERVICE PLAN writes the most contracts in the book (15, about 54%); CIGNA HEALTH AND LIFE INSURANCE COMPANY, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., EMPLOYERS DENTAL SERVICES follow.

Renewals concentrate in December — 50% of contracts — so most of the book comes up for review at once.

Employer states
Lines of coverage

vision 17 · health 5 · dental 3 · life 1 · disability 1

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
DIBBLE & ASSOCIATES CONSULTING ENGINEERS, INC.PHOENIX, AZCIGNA HEALTH AND LIFE INSURANCE COMPANYJuly
VERTEX EDUCATION, LLCCHANDLER, AZCIGNA HEALTH AND LIFE INSURANCE COMPANYDecember
SUN VALLEY SOLAR SOLUTIONS, LLCCHANDLER, AZHUMANA HEALTH PLAN, INC.March
M3 ENGINEERING & TECHNOLOGY CORPORATIONTUCSON, AZSYMETRA LIFE INSURANCE COMPANYDecember
CANYON STATE ELECTRIC COMPANY, INC.PHOENIX, AZCIGNA HEALTH AND LIFE INSURANCE COMPANYSeptember
Subscriber access
19

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