form5500lookup

Benefits broker of record · BILLINGS, MT

MARSH & MCLENNAN AGENCY

MARSH & MCLENNAN AGENCY of BILLINGS, MT 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
States
MT

Book profile

MARSH & MCLENNAN AGENCY brokers 12 insured contracts for 9 employers covering 4,282 people, across 4 states, led by MT, ND, SD.

Life is the largest line (4 contracts), followed by disability (4), health (2), dental (2).

HARTFORD LIFE AND ACCIDENT writes the most contracts in the book (3, about 25%); BLUECROSS BLUESHIELD OF MONTANA, BLUE CROSS BLUE SHIELD OF MT, DELTA DENTAL INSURANCE COMPANY follow.

Renewals concentrate in December — 58% of contracts — so most of the book comes up for review at once.

Carriers in the book
Employer states
Lines of coverage

life 4 · disability 4 · health 2 · dental 2 · stop-loss 2 · vision 1

Renewals by month
  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
LANTIS ENTERPRISES, INC.SPEARFISH, SDBLUECROSS BLUESHIELD OF MONTANAJuly
ADF INTERNATIONALGREAT FALLS, MTBLUE CROSS BLUE SHIELD OF MONTANAJuly
DAVIDSON COMPANIES, INC.GREAT FALLS, MTHARTFORD LIFE AND ACCIDENTDecember
CONLIN'S FURNITURE, INC.BILLINGS, MTBLUE CROSS BLUE SHIELD OF MTDecember
MARSH & MCLENNAN AGENCY LLCMISSOULA, MTHARTFORD LIFE AND ACCIDENTDecember
Subscriber access
5

more plans in MARSH & MCLENNAN AGENCY's book

See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Subscribe — $99/moAlready subscribed? Sign in

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A