Benefits brokerage · 2 offices
TRION, A MARSH & MCLENNAN AGENCY
TRION, A MARSH & MCLENNAN AGENCY is named as the broker of record on 2 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 |
|---|---|---|
| No city on file | — | 1 |
| CONSHOHOKEN | PA | 1 |
Book profile
TRION, A MARSH & MCLENNAN AGENCY brokers 2 insured contracts for 2 employers, across 2 states, led by AZ, NY.
The book is entirely stop-loss coverage.
ARAG INSURANCE COMPANY writes the most contracts in the book (1, about 50%); UNUM GROUP follow.
Renewals concentrate on January 1: 100% 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.
- ARAG INSURANCE COMPANY1
- UNUM GROUP1
Counted by each employer's own state. Largest first.
Contracts by line.
stop-loss 1
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 | Office | Carrier | Renews |
|---|---|---|---|---|
| PINNACLE WEST CAPITAL CORPORATION | PHOENIX, AZ | No city on file | UNUM GROUP | Jan 1FY2024 |
| MASTERCARD INTERNATIONAL INCORPORATED | PURCHASE, NY | CONSHOHOKEN, PA | ARAG INSURANCE COMPANY | Jan 1FY2024 |
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2024 on this page)