Benefits broker of record · SAN DIEGO, CA
MARSH AND MCLENNAN INS AGENCY, LLC
MARSH AND MCLENNAN INS AGENCY, LLC of SAN DIEGO, CA is named as the broker of record on 15 insurance contracts in public Form 5500 Schedule A filings.
One of 2 offices of MARSH AND MCLENNAN INS AGENCY, LLC.
15 contracts on file name MARSH AND MCLENNAN INS AGENCY, LLC 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 INS AGENCY, LLC brokers 15 insured contracts for 15 employers, all in Arizona.
Dental is the largest line (15 contracts), followed by vision (4), health (2).
DELTA DENTAL OF ARIZONA writes the most contracts in the book (15, about 100%).
Renewals concentrate on January 1: 73% 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.
Counted by each employer's own state. Largest first.
- Arizona15
Contracts by line.
dental 15 · vision 4 · health 2
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| SUNS LEGACY PARTNERS, LLC | PHOENIX, AZ | DELTA DENTAL OF ARIZONA | Jan 1FY2025 |
| CRANIAL TECHNOLOGIES, INC | TEMPE, AZ | DELTA DENTAL OF ARIZONA | Jan 1FY2025 |
| MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. | PHOENIX, AZ | DELTA DENTAL OF ARIZONA | Apr 1FY2026 |
| WINSLOW MEMORIAL HOSPITAL, INC. | WINSLOW, AZ | DELTA DENTAL OF ARIZONA | Jan 1FY2025 |
| SPEAR EDUCATION, LLC | SCOTTSDALE, AZ | DELTA DENTAL OF ARIZONA | Jan 1FY2025 |
more employers in MARSH AND MCLENNAN INS 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 · each row is that employer’s most recent filing, largest premium first (plan years 2025–2026 on this page)
Claude & ChatGPT
Look up records from Claude or ChatGPT
Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.
Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both