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Benefits broker of record · SAN DIEGO, CA

MARSH & MCCLENNAN AGENCY LLC

MARSH & MCCLENNAN AGENCY LLC of SAN DIEGO, CA 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
CA

Book profile

MARSH & MCCLENNAN AGENCY LLC brokers 3 insured contracts for 3 employers, across 3 states, led by FL, IL, RI.

Life is the largest line (2 contracts), followed by disability (2), health (1), dental (1).

PRUDENTIAL INSURANCE COMPANY OF AMERICA writes the most contracts in the book (2, about 67%); BLUECROSS BLUESHIELD OF ILLINOIS 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.

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.

life 2 · disability 2 · health 1 · dental 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
KREIDER SERVICES INCDIXON, ILBLUECROSS BLUESHIELD OF ILLINOISJan 1FY2025
CENTREVILLE SAVINGS BANKWEST WARWICK, RIPRUDENTIAL INSURANCE COMPANY OF AMERICAJul 1FY2025
APYX MEDICAL CORPORATIONCLEARWATER, FLPRUDENTIAL INSURANCE COMPANY OF AMERICAJan 1FY2024

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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