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Benefits broker of record · MINNEAPOLIS, MN

MARSH & MCLENNAN AGENCY LLC

MARSH & MCLENNAN AGENCY LLC of MINNEAPOLIS, MN is named as the broker of record on 787 insurance contracts in public Form 5500 Schedule A filings.

One of 174 offices of MARSH & MCLENNAN AGENCY LLC.

Contracts brokered
787
Book size
$1M+
Office state
MN

787 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 787 insured contracts for 429 employers, across 33 states, led by MN, MI, WI.

Dental is the largest line (233 contracts), followed by life (185), disability (173), vision (163).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (116, about 15%); DELTA DENTAL OF MICHIGAN, UNUM LIFE INSURANCE COMPANY OF AMERICA, METROPOLITAN LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 79% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

dental 233 · life 185 · disability 173 · vision 163 · health 129 · stop-loss 2

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
WEALTH ENHANCEMENT GROUPPLYMOUTH, MNHEALTHPARTNERS INSURANCE COMPANYJan 1FY2025
MARSH & MCLENNAN AGENCY, LLCMINNEAPOLIS, MNMEDICA INSURANCE COMPANYJan 1FY2025
WALSER AUTOMOTIVE GROUP LLCBLOOOMINGTON, MNMEDICA INSURANCE COMPANYJan 1FY2024
STEARNS FINANCIAL SERVICES, INC.SAINT CLOUD, MNMEDICA INSURANCE COMPANYJan 1FY2025
EVENTIDE LUTHERAN HOME OF MOORHEADMOORHEAD, MNHEALTHPARTNERS INSURANCE COMPANYOct 1FY2025
Subscriber access
424

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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