Benefits broker of record · RALEIGH, NC
MARSH & MCLENNAN AGENCY, LLC
MARSH & MCLENNAN AGENCY, LLC of RALEIGH, NC is named as the broker of record on 323 insurance contracts in public Form 5500 Schedule A filings.
One of 174 offices of MARSH & MCLENNAN AGENCY LLC.
323 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 323 insured contracts for 136 employers, across 21 states, led by NC, VA, SC.
Life is the largest line (104 contracts), followed by disability (86), health (25), vision (20).
UNUM INSURANCE COMPANY writes the most contracts in the book (94, about 29%); UNUM LIFE INSURANCE COMPANY OF AMERICA, STANDARD INSURANCE COMPANY, RELIASTAR LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 65% 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 104 · disability 86 · health 25 · vision 20 · dental 19
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 |
|---|---|---|---|
| ALTEC INDUSTRIES, INC. | BIRMINGHAM, AL | RELIASTAR LIFE INSURANCE COMPANY | Jan 1FY2025 |
| LOMA LINDA UNIVERSITY HEALTH CARE | LOMA LINDA, CA | STANDARD INSURANCE COMPANY | Oct 1FY2024 |
| PROVIDENCE DAY SCHOOL, INC | CHARLOTTE, NC | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Sep 1FY2024 |
| CHURCHILL DOWNS | LOUISVILLE, KY | RELIASTAR LIFE INSURANCE COMPANY | Jan 1FY2025 |
| UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, P.C. | BIRMINGHAM, AL | SUN LIFE ASSURANCE COMPANY OF CANADA | 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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