Benefits broker of record · LEXINGTON, KY
MARSH & MCLENNAN AGENCY LLC
MARSH & MCLENNAN AGENCY LLC of LEXINGTON, KY is named as the broker of record on 94 insurance contracts in public Form 5500 Schedule A filings.
One of 174 offices of MARSH & MCLENNAN AGENCY LLC.
94 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 94 insured contracts for 66 employers, across 19 states, led by KY, TX, FL.
Life is the largest line (44 contracts), followed by disability (40), health (17), dental (6).
SYMETRA LIFE INSURANCE COMPANY writes the most contracts in the book (52, about 55%); UNITED OF OMAHA LIFE INSURANCE COMPANY, RELIANCE STANDARD LIFE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT follow.
Renewals concentrate on January 1: 71% 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 44 · disability 40 · health 17 · dental 6 · vision 4 · 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 |
|---|---|---|---|
| NEW VISTA OF THE BLUEGRASS, INC. | LEXINGTON, KY | PARTIALLY SELF FUNDED USING ANTHEM NETWORK | Jan 1FY2025 |
| LOENBRO, LLC | BLACK EAGLE, MT | BLUECROSS BLUESHIELD OF MONTANA | Jan 1FY2025 |
| COMMERCE LEXINGTON, INC. PROFESSIONAL SERVICES | LEXINGTON, KY | HUMANA HEALTH PLAN, INC. | Jun 1FY2024 |
| COMMERCE LEXINGTON, INC WHOLESALE & RETAIL TRADE | LEXINGTON, KY | HUMANA HEALTH PLAN, INC. | Jun 1FY2024 |
| ANDREWS DISTRIBUTING COMPANY OF NORTH TEXAS, LLC | DALLAS, TX | SYMETRA LIFE INSURANCE COMPANY | Jan 1FY2025 |
more employers in MARSH & MCLENNAN AGENCY LLC'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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