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MARSH & MCLENNAN AGENCY LLC

EIN 26-3237576-Latest filing 2025
Plans
16
Retirement
0
Welfare
16
$99.8M premiums
Participants
36,139
20 N. MARTINGALE ROAD, SUITE 100 - SCHAUMBURG, IL 60173847-463-7235
Plans on this EIN
16 filings
#570Mixed-$21.4M - 2,215 lives#502Fully Insured-$21.1M - 1,860 lives#506Mixed-$14.1M - 1,014 lives#517Fully Insured-$13.2M - 1,776 lives#510Mixed-$12.2M - 7,791 lives#505Fully Insured-$6.8M - 661 lives#515Mixed-$4.5M - 582 lives#501Mixed-$1.6M - 1,898 lives#600Fully Insured-$1.5M - 1,162 lives#610Mixed-$1.0M - 383 lives#507Mixed-$894K - 713 lives#525Fully Insured-$640K - 434 lives#520Mixed-$431K - 305 lives#561Fully Insured-$342K - 274 lives#504Self Funded-0 lives#508Self Funded-0 lives

Benefits portfolio analytics

16 plans / $99.8M premiums / 21,068 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$57.4M
  • Prescription drug$36.7M
  • Other$13.3M
  • Life$10.9M
  • Long-term disability$10.0M
  • Dental$6.8M
  • +3 more
Total $80.7M9 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
24%top
  • BLUE CROSS OF CALIFORNIA24%
  • AETNA LIFE INSURANCE COMPANY19%
  • MEDICA INSURANCE COMPANY14%
  • HARTFORD LIFE AND ACCIDENT9%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
  • +3 more
Total $80.7M8 slices

Broker market share

Schedule A broker compensation

Split broker
73%top
  • MARSH & MCLENNAN AGENCY LLC73%
  • KEELER & ASSOCIATES10%
  • EOI SERVICE COMPANY INC6%
  • HOLLY HALL3%
  • CHRISTOPHER M BOUSCHET2%
  • +3 more
Total $1.6M8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Welfare#570

MARSH & MCLENNAN AGENCY UPPER MIDWEST EMPLOYEE BENEFIT PLAN

Mixed - MEDICA INSURANCE COMPANY

Premiums$21.4M
Covered lives2,215
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

BARNEY & BARNEY HEALTH & WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$21.1M
Covered lives1,860
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

MARSH & MCLENNAN AGENCY, LLC, MID-ATLANTIC UMBRELLA WELFARE BENEFIT PLAN

Mixed - BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA

Premiums$14.1M
Covered lives1,014
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#517

MARSH & MCLENNAN AGENCY, LLC, LOCALLY KNOWN AS J. SMITH LANIER, HEALTH & WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC

Premiums$13.2M
Covered lives1,776
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510

MARSH AND MCLENNAN AGENCY LLC EMPLOYEE BENEFITS PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$12.2M
Covered lives7,791
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

MARSH & MCLENNAN AGENCY LLC EAST FLEXIBLE BENEFITS PLAN

Fully Insured - INDEPENDENCE BLUE CROSS - MED

Premiums$6.8M
Covered lives661
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#515

MARSH & MCLENNAN AGENCY NEW ENGLAND HEALTH & WELFARE BENEFIT PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$4.5M
Covered lives582
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

MARSH & MCLENNAN AGENCY LLC MIDWEST HEALTH AND WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.6M
Covered lives1,898
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#600

MARSH & MCLENNAN AGENCY HEALTH & WELFARE BENEFITS PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$1.5M
Covered lives1,162
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#610

THE HORTON GROUP, A MARSH & MCLENNAN AGENCY LLC HEALTH AND WELFARE BENEFIT PLAN

Mixed - TOKIO MARINE

Premiums$1.0M
Covered lives383
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#507

MMA-FL EMPLOYEE BENEFITS PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$894K
Covered lives713
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#525

THE GRAHAM COMPANY WELFARE BENEFIT PLAN

Fully Insured - AETNA LIFE INSURANCE COMPANY

Premiums$640K
Covered lives434
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520

MMA-BOUCHARD EMPLOYEE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$431K
Covered lives305
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#561

MARSH & MCLENNAN AGENCY, LLC 561

Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$342K
Covered lives274
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

MARSH & MCLENNAN AGENCY LLC SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

MARSH & MCLENNAN AGENCY LLC SEVERANCE PAY PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Welfare plans16

Plan #NameFundingCarrierPremiumsCoveredLatest year
570MARSH & MCLENNAN AGENCY UPPER MIDWEST EMPLOYEE BENEFIT PLANMixedMEDICA INSURANCE COMPANY$21.4M2,2152025
502BARNEY & BARNEY HEALTH & WELFARE PLANFully InsuredAETNA LIFE INSURANCE COMPANY$21.1M1,8602025
506MARSH & MCLENNAN AGENCY, LLC, MID-ATLANTIC UMBRELLA WELFARE BENEFIT PLANMixedBLUE CROSS BLUE SHIELD OF SOUTH CAROLINA$14.1M1,0142025
517MARSH & MCLENNAN AGENCY, LLC, LOCALLY KNOWN AS J. SMITH LANIER, HEALTH & WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC$13.2M1,7762024
510MARSH AND MCLENNAN AGENCY LLC EMPLOYEE BENEFITS PLANMixedHARTFORD LIFE AND ACCIDENT$12.2M7,7912025
505MARSH & MCLENNAN AGENCY LLC EAST FLEXIBLE BENEFITS PLANFully InsuredINDEPENDENCE BLUE CROSS - MED$6.8M6612025
515MARSH & MCLENNAN AGENCY NEW ENGLAND HEALTH & WELFARE BENEFIT PLANMixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$4.5M5822024
501MARSH & MCLENNAN AGENCY LLC MIDWEST HEALTH AND WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$1.6M1,8982025
600MARSH & MCLENNAN AGENCY HEALTH & WELFARE BENEFITS PLANFully InsuredSTANDARD INSURANCE COMPANY$1.5M1,1622025
610THE HORTON GROUP, A MARSH & MCLENNAN AGENCY LLC HEALTH AND WELFARE BENEFIT PLANMixedTOKIO MARINE$1.0M3832025
507MMA-FL EMPLOYEE BENEFITS PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$894K7132025
525THE GRAHAM COMPANY WELFARE BENEFIT PLANFully InsuredAETNA LIFE INSURANCE COMPANY$640K4342024
520MMA-BOUCHARD EMPLOYEE BENEFITS PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$431K3052024
561MARSH & MCLENNAN AGENCY, LLC 561Fully InsuredTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$342K2742024
504MARSH & MCLENNAN AGENCY LLC SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONSSelf Funded-$002024
508MARSH & MCLENNAN AGENCY LLC SEVERANCE PAY PLANSelf Funded-$002024
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