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Benefits broker of record

MARSH & MCLENNAN

MARSH & MCLENNAN is named as the broker of record on 12 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
12
Book size
$100k–1M
Office state
—

12 contracts on file name MARSH & MCLENNAN 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 & MCLENNAN brokers 12 insured contracts for 11 employers, across 9 states, led by IL, MO, CA.

Health is the largest line (5 contracts), followed by dental (5), vision (2), life (1).

PRINCIPAL LIFE INSURANCE COMPANY writes the most contracts in the book (3, about 25%); ARMADACARE, BLUE CROSS BLUE SHIELD OF KANSAS CITY, BLUE CROSS AND BLUE SHIELD OF LOUISIANA follow.

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 42% of the dated welfare contracts.

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.

health 5 · dental 5 · vision 2 · life 1 · disability 1 · stop-loss 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
GOODWILL INDUSTRIES OF SE LOUISIANANEW ORLEANS, LABLUE CROSS AND BLUE SHIELD OF LOUISIANAJan 1FY2025
UNIVERSITY ACADEMYKANSAS CITY, MOBLUE CROSS BLUE SHIELD OF KANSAS CITYSep 1FY2025
CHILD CARE ASSOCIATESFORT WORTH, TXARMADACAREJan 1FY2025
NORTH AMERICAN CLIENT SERVICES, INC.MISSION VIEJO, CAARMADACAREJan 1FY2025
COLUMBIA BASIN HEALTH ASSOCIATIONOTHELLO, WALIFEWISE ASSURANCE COMPANYAug 1FY2025
Subscriber access
6

more employers in MARSH & MCLENNAN'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 year 2025 on this page)

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