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  2. Marsh & McLennan Agency LLC
  • Benefits analytics
  • Plan summaries
  • Health & Benefits plans

Filings through Oct 24, 2026.

Marsh & McLennan Agency LLC

EIN 26-3237576-Latest filing 2025
Plans
16
Retirement
0
Health & Benefits
16
$104.0M premiums
Participants
42,248
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#517Fully insured-$17.5M - 1,912 lives#506Mixed-$14.1M - 1,014 lives#510Mixed-$12.2M - 7,791 lives#505Fully insured-$6.8M - 661 lives#515Mixed-$4.4M - 569 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+10 more plans

Health & Benefits portfolio - carriers, brokers and premium across this company's 16 health and benefits plans.

Benefits portfolio analytics

16 plans / $104.0M premiums / 21,191 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$77.3M
  • Prescription drug$40.9M
  • Dental$22.5M
  • Vision$22.5M
  • Other$14.4M
  • Life$11.6M
  • +3 more
Total $102.6M9 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Health & Benefits#570

MARSH & MCLENNAN AGENCY UPPER MIDWEST EMPLOYEE BENEFIT PLAN

Mixed - MEDICA INSURANCE COMPANY

Premiums$21.4M
Covered lives2,215
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502

BARNEY & BARNEY HEALTH & WELFARE PLAN

Fully insured - AETNA LIFE INSURANCE COMPANY

Premiums$21.1M
Covered lives1,860
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#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$17.5M
Covered lives1,912
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#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
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#510

MARSH AND MCLENNAN AGENCY LLC EMPLOYEE BENEFITS PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$12.2M
Covered lives7,791
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#505

MARSH & MCLENNAN AGENCY LLC EAST FLEXIBLE BENEFITS PLAN

Fully insured - INDEPENDENCE BLUE CROSS - MED

Premiums$6.8M
Covered lives661
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#515

MARSH & MCLENNAN AGENCY NEW ENGLAND HEALTH & WELFARE BENEFIT PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$4.4M
Covered lives569
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

MARSH & MCLENNAN AGENCY LLC MIDWEST HEALTH AND WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$1.6M
Covered lives1,898
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#600

MARSH & MCLENNAN AGENCY HEALTH & WELFARE BENEFITS PLAN

Fully insured - STANDARD INSURANCE COMPANY

Premiums$1.5M
Covered lives1,162
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#610

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

Mixed - TOKIO MARINE

Premiums$1.0M
Covered lives383
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#507

MMA-FL EMPLOYEE BENEFITS PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$894K
Covered lives713
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#525

THE GRAHAM COMPANY WELFARE BENEFIT PLAN

Fully insured - AETNA LIFE INSURANCE COMPANY

Premiums$640K
Covered lives434
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#520

MMA-BOUCHARD EMPLOYEE BENEFITS PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$431K
Covered lives305
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#561

MARSH & MCLENNAN AGENCY, LLC 561

Fully insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$342K
Covered lives274
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#504

MARSH & MCLENNAN AGENCY LLC SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#508

MARSH & MCLENNAN AGENCY LLC SEVERANCE PAY PLAN

Self-funded

Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Health & Benefits plans

16 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest 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
#517MARSH & MCLENNAN AGENCY, LLC, LOCALLY KNOWN AS J. SMITH LANIER, HEALTH & WELFARE BENEFIT PLANFully insuredBLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC$17.5M1,9122025
#506MARSH & MCLENNAN AGENCY, LLC, MID-ATLANTIC UMBRELLA WELFARE BENEFIT PLANMixedBLUE CROSS BLUE SHIELD OF SOUTH CAROLINA$14.1M1,0142025
#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.$4.4M5692025
#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-$002025
#508MARSH & MCLENNAN AGENCY LLC SEVERANCE PAY PLANSelf-funded-$002025
  • MARSH & MCLENNAN AGENCY UPPER MIDWEST EMPLOYEE BENEFIT PLAN$21.4M
    #570 · Mixed · MEDICA INSURANCE COMPANY · 20252,215
  • BARNEY & BARNEY HEALTH & WELFARE PLAN$21.1M
    #502 · Fully insured · AETNA LIFE INSURANCE COMPANY · 20251,860
  • MARSH & MCLENNAN AGENCY, LLC, LOCALLY KNOWN AS J. SMITH LANIER, HEALTH & WELFARE BENEFIT PLAN$17.5M
    #517 · Fully insured · BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC · 20251,912
  • MARSH & MCLENNAN AGENCY, LLC, MID-ATLANTIC UMBRELLA WELFARE BENEFIT PLAN$14.1M
    #506 · Mixed · BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA · 20251,014
  • MARSH AND MCLENNAN AGENCY LLC EMPLOYEE BENEFITS PLAN$12.2M
    #510 · Mixed · HARTFORD LIFE AND ACCIDENT · 20257,791
  • MARSH & MCLENNAN AGENCY LLC EAST FLEXIBLE BENEFITS PLAN$6.8M
    #505 · Fully insured · INDEPENDENCE BLUE CROSS - MED · 2025661
  • MARSH & MCLENNAN AGENCY NEW ENGLAND HEALTH & WELFARE BENEFIT PLAN$4.4M
    #515 · Mixed · BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. · 2025569
  • MARSH & MCLENNAN AGENCY LLC MIDWEST HEALTH AND WELFARE PLAN$1.6M
    #501 · Mixed · UNUM LIFE INSURANCE COMPANY OF AMERICA · 20251,898
  • MARSH & MCLENNAN AGENCY HEALTH & WELFARE BENEFITS PLAN$1.5M
    #600 · Fully insured · STANDARD INSURANCE COMPANY · 20251,162
  • THE HORTON GROUP, A MARSH & MCLENNAN AGENCY LLC HEALTH AND WELFARE BENEFIT PLAN$1.0M
    #610 · Mixed · TOKIO MARINE · 2025383
  • MMA-FL EMPLOYEE BENEFITS PLAN$894K
    #507 · Mixed · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 2025713
  • THE GRAHAM COMPANY WELFARE BENEFIT PLAN$640K
    #525 · Fully insured · AETNA LIFE INSURANCE COMPANY · 2024434
  • MMA-BOUCHARD EMPLOYEE BENEFITS PLAN$431K
    #520 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2024305
  • MARSH & MCLENNAN AGENCY, LLC 561$342K
    #561 · Fully insured · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2024274
  • MARSH & MCLENNAN AGENCY LLC SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS$0
    #504 · Self-funded · 20250
  • MARSH & MCLENNAN AGENCY LLC SEVERANCE PAY PLAN$0
    #508 · Self-funded · 20250
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