Benefits brokerage · 2 offices
MCCLONE AGENCY INC
MCCLONE AGENCY INC is named as the broker of record on 234 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.
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.
| City | State | Contracts |
|---|---|---|
| MENASHA | WI | 233 |
| FOND DU LAC | WI | 1 |
Book profile
MCCLONE AGENCY INC brokers 234 insured contracts for 53 employers, across 3 states, led by WI, IL, MA.
Disability is the largest line (69 contracts), followed by life (66), 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 69 · life 66 · 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.
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| SUMMUS GROUP LLC | MUNDELEIN, IL | MENASHA, WI | BLUECROSS BLUESHIELD OF ILLINOIS | Jan 1FY2025 |
| CERTIFIED POWER, INC | MUNDELEIN, IL | MENASHA, WI | BLUECROSS BLUESHIELD OF ILLINOIS | Jan 1FY2024 |
| FAITH TECHNOLOGIES INCORPORATED | MENASHA, WI | MENASHA, WI | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Jan 1FY2025 |
| TIGRE USA, INC. | JANESVILLE, WI | MENASHA, WI | UNITEDHEALTHCARE INSURANCE COMPANY | Jan 1FY2025 |
| PRN HEALTH SERVICES, LLC | APPLETON, WI | MENASHA, WI | BLUE CROSS & BLUE SHIELD OF WISCONSIN | Jan 1FY2025 |
more employers in MCCLONE AGENCY INC'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 2024–2025 on this page)