Benefits broker of record · MENASHA, WI
MCCLONE AGENCY INC
MCCLONE AGENCY INC of MENASHA, WI is named as the broker of record on 233 insurance contracts in public Form 5500 Schedule A filings.
One of 2 offices of MCCLONE AGENCY INC.
233 contracts on file name MCCLONE AGENCY INC 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
MCCLONE AGENCY INC brokers 233 insured contracts for 53 employers, across 3 states, led by WI, IL, MA.
Disability is the largest line (68 contracts), followed by life (65), vision (32), health (30).
UNITED OF OMAHA LIFE INSURANCE COMPANY writes the most contracts in the book (99, about 42%); UNITEDHEALTHCARE INSURANCE COMPANY, WYSSTA INSURANCE COMPANY INC, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 76% 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.
disability 68 · life 65 · vision 32 · health 30 · dental 12 · stop-loss 3
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
- F
- M
- A
- M
- J
- J
- A
- S
- O
- N
- D
Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| SUMMUS GROUP LLC | MUNDELEIN, IL | BLUECROSS BLUESHIELD OF ILLINOIS | Jan 1FY2025 |
| CERTIFIED POWER, INC | MUNDELEIN, IL | BLUECROSS BLUESHIELD OF ILLINOIS | Jan 1FY2024 |
| FAITH TECHNOLOGIES INCORPORATED | MENASHA, WI | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Jan 1FY2025 |
| TIGRE USA, INC. | JANESVILLE, WI | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| PRN HEALTH SERVICES, LLC | APPLETON, WI | BLUE CROSS & BLUE SHIELD OF WISCONSIN | Jan 1FY2025 |
more employers in MCCLONE AGENCY INC'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 2024–2025 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