form5500lookup

Benefits broker of record · RICHMOND, VA

MARSH & MCLENNAN AGENCY LLC

MARSH & MCLENNAN AGENCY LLC of RICHMOND, VA is named as the broker of record on 179 insurance contracts in public Form 5500 Schedule A filings.

One of 174 offices of MARSH & MCLENNAN AGENCY LLC.

Contracts brokered
179
Book size
$1M+
Office state
VA

179 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 179 insured contracts for 65 employers, across 9 states, led by VA, TX, MD.

Disability is the largest line (65 contracts), followed by life (59), vision (20), health (13).

UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (86, about 48%); STANDARD INSURANCE COMPANY, EYEMED VISION CARE ON BEHALF OF FIDELITY SECURITY LIFE INSURANCE CO., HARTFORD LIFE AND ACCIDENT follow.

Renewals concentrate on January 1: 55% 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.

disability 65 · life 59 · vision 20 · health 13 · dental 8

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
ELITE CONTRACTING GROUP, INC.NORTH DINWIDDIE, VAUNITEDHEALTHCARE INSURANCE COMPANYOct 1FY2025
BACARDI USA INC AND AFFILIATESCORAL GABLES, FLMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2025
PATIENT FIRST CORPORATIONGLEN ALLEN, VASTANDARD INSURANCE COMPANYApr 1FY2025
PATIENT FIRST CORPORATIONGLEN ALLEN, VASTANDARD INSURANCE COMPANYApr 1FY2025
PATIENT FIRST CORPORATIONGLEN ALLEN, VASTANDARD INSURANCE COMPANYApr 1FY2025
Subscriber access
62

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 year 2025 on this page)

Claude & ChatGPT

Look up records from Claude or ChatGPT

Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.

Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both