Benefits broker of record · CONSHOHOCKEN, PA
MARSH & MCLENNON AGENCY LLC
MARSH & MCLENNON AGENCY LLC of CONSHOHOCKEN, PA 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 3 employers, across 2 states, led by TX, FL.
Vision is the largest line (2 contracts), followed by life (2), health (1), dental (1).
CIGNA HEALTH AND LIFE INSURANCE COMPANY writes the most contracts in the book (1, about 33%); DEARBORN LIFE INSURANCE COMPANY, SUN LIFE ASSURANCE COMPANY OF CANADA follow.
Renewals concentrate on January 1: 100% 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.
vision 2 · life 2 · health 1 · dental 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 |
|---|---|---|---|
| FIRST CO. | DALLAS, TX | CIGNA HEALTH AND LIFE INSURANCE COMPANY | Jan 1FY2025 |
| OFFICEMAX INC., A WHOLLY OWNED SUBSIDIARY OF THE ODP CORPORATION | BOCA RATON, FL | SUN LIFE ASSURANCE COMPANY OF CANADA | Jan 1FY2024 |
| DAYRISE RESIDENTIAL, LLC | HOUSTON, TX | DEARBORN LIFE INSURANCE COMPANY | Jan 1FY2025 |
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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