form5500lookup

Benefits broker of record · TEMPE, AZ

MARSH & MCLENNAN AGENCY LLC

MARSH & MCLENNAN AGENCY LLC of TEMPE, AZ is named as the broker of record on 2 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
2
Book size
$100k–1M
States
AZ

Book profile

MARSH & MCLENNAN AGENCY LLC brokers 2 insured contracts for 2 employers covering 568 people, across 2 states, led by ME, WA.

Health is the largest line (1 contracts), followed by vision (1), life (1), disability (1).

PRUDENTIAL INSURANCE COMPANY OF AMERICA writes the most contracts in the book (1, about 50%); REGENCE BLUECROSS BLUESHIELD OF OREGON follow.

Renewals concentrate in December — 100% of contracts — so most of the book comes up for review at once.

Carriers in the book
Employer states
Lines of coverage

health 1 · vision 1 · life 1 · disability 1

Renewals by month
  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
IDM COMPANIES, LLCVANCOUVER, WAREGENCE BLUECROSS BLUESHIELD OF OREGONDecember
SMRT INC.PORTLAND, MEPRUDENTIAL INSURANCE COMPANY OF AMERICADecember

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A