Benefits broker of record · ATLANTA, GA
MARSH & MCLENNAN AGENCY
MARSH & MCLENNAN AGENCY of ATLANTA, GA is named as the broker of record on 320 insurance contracts in public Form 5500 Schedule A filings.
One of 174 offices of MARSH & MCLENNAN AGENCY LLC.
320 contracts on file name MARSH & MCLENNAN AGENCY 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 AGENCY brokers 320 insured contracts for 160 employers, across 27 states, led by GA, NC, TX.
Life is the largest line (118 contracts), followed by disability (116), vision (81), dental (76).
UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (58, about 18%); UNUM LIFE INSURANCE COMPANY OF AMERICA, METROPOLITAN LIFE INSURANCE COMPANY, UNUM INSURANCE COMPANY follow.
Renewals concentrate on January 1: 78% 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.
life 118 · disability 116 · vision 81 · dental 76 · health 45 · stop-loss 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 |
|---|---|---|---|
| TRUSTEES OF RESTAURANT & HOSPITALITY ASSOCIATION BENEFIT TR | CHICAGO, IL | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2024 |
| WOOD REAL ESTATE INVESTORS, LLC | ATLANTA, GA | UNITEDHEALTHCARE INSURANCE COMPANY | Jul 1FY2025 |
| VITAL CARE INFUSION SERVICES | MERIDIAN, MS | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| AMERIPRO HEALTH LLC | ATLANTA, GA | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| REZOLUT, LLC | ATLANTA, GA | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
more employers in MARSH & MCLENNAN AGENCY'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 2024–2025 on this page)
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