Form 5500 · Employee benefit plan · MISSOULA, MT
MARSH & MCLENNAN AGENCY LLC
Public Form 5500 records show how MARSH & MCLENNAN AGENCY LLC of MISSOULA, MT, a finance and insurance employer, structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through STANDARD INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-3237576 · plan 600 · as of Aug 2026
Plan brief
Schedule A lists 6 insured contracts covering health, dental, vision, life and disability; the largest, with STANDARD INSURANCE COMPANY, covers 636 people.
Reported premium across the insured contracts is $1,510,501, with $144,314 in disclosed broker commissions — about 9.6% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
MARSH & MCLENNAN AGENCY LLC is the broker of record on 2 of the 6 contracts; the rest name a different broker or none.
5 carriers appear on the filing — STANDARD INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT, CONTINENTAL AMERICAN INSURANCE COMPANY and UNITED HERITAGE LIFE INSURANCE COMPANY among them — with STANDARD INSURANCE COMPANY writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| CONTINENTAL AMERICAN INSURANCE COMPANY | Health | 429 | December | $231,138 | $142,684 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 13 | December | $10,865 | $1,630 |
| STANDARD INSURANCE COMPANY | Dental | 636 | December | $645,857 | $0 |
| UNITED HERITAGE LIFE INSURANCE COMPANY | Vision | 427 | December | $66,536 | $0 |
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 1,162 | December | $506,830 | $0 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 66 | December | $49,275 | $0 |
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