Benefits broker of record · CHARLOTTE, NC
MARSH & MCCLENNAN AGENCY, LLC
MARSH & MCCLENNAN AGENCY, LLC of CHARLOTTE, NC is named as the broker of record on 5 insurance contracts in public Form 5500 Schedule A filings.
One of 25 offices of MARSH & MCCLENNAN AGENCY LLC.
5 contracts on file name MARSH & MCCLENNAN 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 & MCCLENNAN AGENCY, LLC brokers 5 insured contracts for 3 employers, across 3 states, led by KY, MN, SC.
Vision is the largest line (2 contracts), followed by life (1), disability (1).
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY writes the most contracts in the book (4, about 80%); AMERITAS LIFE INSURANCE CORP. follow.
Renewals concentrate on January 1: 80% 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.
Contracts by line.
vision 2 · life 1 · disability 1
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 |
|---|---|---|---|
| ESSENTIAL SERVICES INTERMEDIATE HOLDING CORPORATION | LOUISVILLE, KY | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Jan 1FY2025 |
| ESSENTIAL SERVICES INTERMEDIATE HOLDING CORPORATION | LOUISVILLE, KY | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Jan 1FY2025 |
| ESSENTIAL SERVICES INTERMEDIATE HOLDING CORPORATION | LOUISVILLE, KY | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Jan 1FY2025 |
| ALLOVER, LLC | MINNEAPOLIS, MN | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Jan 1FY2025 |
| COLLUM'S ADMINISTRATION AND MAINTENANCE LLC | ALLENDALE, SC | AMERITAS LIFE INSURANCE CORP. | Dec 1FY2025 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)
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