form5500lookup

Benefits brokerage · 2 offices

MARSH AND MCLENNAN INS AGENCY, LLC

MARSH AND MCLENNAN INS AGENCY, LLC is named as the broker of record on 16 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.

Offices
2
Contracts
16
Carriers
2

Offices

Largest book first.

A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.

CityStateContracts
SAN DIEGOCA15
SADDLE BROOKNJ1

Book profile

MARSH AND MCLENNAN INS AGENCY, LLC brokers 16 insured contracts for 16 employers, across 2 states, led by AZ, FL.

Dental is the largest line (16 contracts), followed by vision (4), health (2), life (1).

DELTA DENTAL OF ARIZONA writes the most contracts in the book (15, about 94%); METROPOLITAN LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 69% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

dental 16 · vision 4 · health 2 · life 1 · disability 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

EmployerLocationOfficeCarrierRenews
MSC CRUISES (USA), LLCFORT LAUDERDALE, FLSADDLE BROOK, NJMETROPOLITAN LIFE INSURANCE COMPANYAug 1FY2025
SUNS LEGACY PARTNERS, LLCPHOENIX, AZSAN DIEGO, CADELTA DENTAL OF ARIZONAJan 1FY2025
CRANIAL TECHNOLOGIES, INCTEMPE, AZSAN DIEGO, CADELTA DENTAL OF ARIZONAJan 1FY2025
MORRISON, EKRE & BART MANAGEMENT SERVICES, INC.PHOENIX, AZSAN DIEGO, CADELTA DENTAL OF ARIZONAApr 1FY2026
WINSLOW MEMORIAL HOSPITAL, INC.WINSLOW, AZSAN DIEGO, CADELTA DENTAL OF ARIZONAJan 1FY2025
Subscriber access
11

more employers in MARSH AND MCLENNAN INS AGENCY, LLC's book

See the full client list across every office, 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 2025–2026 on this page)