Benefits broker of record · CHARLOTTE, NC
MARSH & MCLENNON AGENCY, LLC
MARSH & MCLENNON AGENCY, LLC of CHARLOTTE, NC is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.
One of 11 offices of MARSH & MCLENNON AGENCY LLC.
Book profile
MARSH & MCLENNON AGENCY, LLC brokers 3 insured contracts for 2 employers, across 2 states, led by AR, FL.
Health is the largest line (1 contract), followed by dental (1), life (1), disability (1).
BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA writes the most contracts in the book (1, about 33%); CIGNA HEALTH AND LIFE INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT follow.
Renewals concentrate on January 1: 67% 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.
health 1 · dental 1 · life 1 · disability 1
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 |
|---|---|---|---|
| LINDSEY MANAGEMENT CO., INC. | FAYETTEVILLE, AR | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2025 |
| LINDSEY MANAGEMENT CO., INC. | FAYETTEVILLE, AR | HARTFORD LIFE AND ACCIDENT | Jan 1FY2025 |
| CAPITAL RESORTS LLC | SAINT PETERSBURG, FL | BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA | Jun 1FY2025 |
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)
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