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Benefits broker of record · HOUSTON, TX

MARSH & MCCLENNAN AGENCY, LLC

MARSH & MCCLENNAN AGENCY, LLC of HOUSTON, TX is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.

One of 25 offices of MARSH & MCCLENNAN AGENCY LLC.

Contracts brokered
3
Book size
$10k–100k
Office state
TX

Book profile

MARSH & MCCLENNAN AGENCY, LLC brokers 3 insured contracts for 2 employers, all in Texas.

Disability is the largest line (2 contracts), followed by life (1).

UNUM LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (2, about 67%); MUTUAL OF OMAHA INSURANCE COMPANY follow.

Renewals concentrate on June 1: 67% of the dated welfare contracts have policy years ending in May, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

disability 2 · life 1

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  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
SOUTHWEST ELECTRICAL CONTRACTING SERVICESCONVERSE, TXUNUM LIFE INSURANCE COMPANY OF AMERICAJun 1FY2025
SOUTHWEST ELECTRICAL CONTRACTING SERVICESCONVERSE, TXUNUM LIFE INSURANCE COMPANY OF AMERICAJun 1FY2025
PETRO-HUNT, L.L.C.DALLAS, TXMUTUAL OF OMAHA INSURANCE COMPANYNov 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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