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Benefits broker of record · GOLDEN VALLEY, MN

MARSH & MCLENNAN AGENCY LLC

MARSH & MCLENNAN AGENCY LLC of GOLDEN VALLEY, MN is named as the broker of record on 66 insurance contracts in public Form 5500 Schedule A filings.

One of 174 offices of MARSH & MCLENNAN AGENCY LLC.

Contracts brokered
66
Book size
$100k–1M
Office state
MN

66 contracts on file name MARSH & MCLENNAN AGENCY LLC 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 LLC brokers 66 insured contracts for 33 employers, across 8 states, led by MN, NC, MA.

Disability is the largest line (34 contracts), followed by life (18), dental (3), health (1).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (23, about 35%); STANDARD INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY, AMERICAN HERITAGE LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 77% 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.

disability 34 · life 18 · dental 3 · health 1 · vision 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
IP CORPORATIONST. PAUL, MNMEDICA INSURANCE COMPANYJan 1FY2024
ACCANTO HEALTH, LLCSAINT PAUL, MNSTANDARD INSURANCE COMPANYJan 1FY2025
ETHOS CALIFORNIA VETERINARY GROUPWOBURN, MASTANDARD INSURANCE COMPANYJan 1FY2023
ETHOS VETERINARY HEALTH, LLCWOBURN, MASTANDARD INSURANCE COMPANYJan 1FY2023
ETHOS CALIFORNIA VETERINARY GROUPWOBURN, MASTANDARD INSURANCE COMPANYJan 1FY2023
Subscriber access
29

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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)

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