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Benefits brokerage · 3 offices

SENN DUNN, MARSH & MCLENNAN AGENCY

SENN DUNN, MARSH & MCLENNAN AGENCY is named as the broker of record on 16 insurance contracts across its 3 offices in public Form 5500 Schedule A filings.

Offices
3
Contracts
16
Carriers
4

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
CONSHOHOCKENPA12
GREENSBORONC3
KING OF PRUSSIAPA1

Book profile

SENN DUNN, MARSH & MCLENNAN AGENCY brokers 16 insured contracts for 5 employers, all in North Carolina.

Disability is the largest line (5 contracts), followed by life (3), dental (1).

LIFE INSURANCE COMPANY OF NORTH AMERICA writes the most contracts in the book (12, about 75%); UNITEDHEALTHCARE INSURANCE COMPANY, AMERITAS LIFE INSURANCE CORP., CIGNA HEALTH AND LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 63% 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.

disability 5 · life 3 · dental 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
HOFFMAN & HOFFMAN, INC.GREENSBORO, NCCONSHOHOCKEN, PALIFE INSURANCE COMPANY OF NORTH AMERICAJan 1FY2025
HOFFMAN & HOFFMAN, INC.GREENSBORO, NCCONSHOHOCKEN, PALIFE INSURANCE COMPANY OF NORTH AMERICAJan 1FY2025
AQUITY SOLUTIONS, LLCRALEIGH, NCCONSHOHOCKEN, PALIFE INSURANCE COMPANY OF NORTH AMERICAJan 1FY2024
AQUITY SOLUTIONS, LLCRALEIGH, NCCONSHOHOCKEN, PALIFE INSURANCE COMPANY OF NORTH AMERICAJan 1FY2024
AQUITY SOLUTIONS, LLCRALEIGH, NCCONSHOHOCKEN, PALIFE INSURANCE COMPANY OF NORTH AMERICAJan 1FY2024
Subscriber access
3

more employers in SENN DUNN, MARSH & MCLENNAN AGENCY'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)