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Benefits broker of record · WORCESTER, MA

MARSH & MCLENNAN AGENCY, LLC

MARSH & MCLENNAN AGENCY, LLC of WORCESTER, MA is named as the broker of record on 64 insurance contracts in public Form 5500 Schedule A filings.

One of 174 offices of MARSH & MCLENNAN AGENCY LLC.

Contracts brokered
64
Book size
$100k–1M
Office state
MA

64 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 64 insured contracts for 46 employers, across 11 states, led by MA, VA, NY.

Vision is the largest line (24 contracts), followed by life (19), disability (17), health (8).

VISION SERVICE PLAN writes the most contracts in the book (12, about 19%); HARTFORD LIFE AND ACCIDENT, PRINCIPAL LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA 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.

vision 24 · life 19 · disability 17 · health 8 · dental 8 · stop-loss 1

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
S.M. LORUSSO AND SONS, INC.WALPOLE, MAMASS GENERAL BRIGHAM HEALTH PLANFeb 1FY2026
AFFILIATED MANAGERS GROUP, INC.PRIDES CROSSING, MABLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.Nov 1FY2025
PRIMA CARE, P.C.FALL RIVER, MAHARTFORD LIFE AND ACCIDENTJan 1FY2025
IPL USA, INCLEES SUMMIT, MOPRINCIPAL LIFE INSURANCE COMPANYJan 1FY2025
AVENU INSIGHTS & ANALYTICS, LLCCENTREVILLE, VAMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2024
Subscriber access
41

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 2024–2026 on this page)

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