Who uses Marsh & McLennan Agency LLC?

1,010 retirement plans list Marsh & McLennan Agency LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Edward D. Jones & Co., L.P., Board of Trustees, So CA UFCW Unions & Food Employers, Board of Trustees Laborers Pension Trust Fund for Northern California, Universal Health Services, Inc. and Umwa 1974 Pension Trust Board of Trustees. Most client plans are sponsored in CA, IL and NC.

How many plans does Marsh & McLennan Agency LLC serve?

Marsh & McLennan Agency LLC serves 1,010 retirement plans with $138.2B in plan assets and 2,680,046 participants, based on the latest Form 5500 filings through 2024.

What does Marsh & McLennan Agency LLC charge?

Plans reported $38.2M in total Schedule C compensation paid to Marsh & McLennan Agency LLC. The median plan paid $31K. Fees vary with plan size and the services each plan buys.

Filings through Oct 24, 2026.

Marsh & McLennan Agency LLC

Matched across 152 name variants in the filings

Marsh & McLennan Agency LLC summary

Marsh & McLennan Agency LLC appears on 1,010 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $138.2B in assets for 2,680,046 participants. The median client plan holds $24.4M. Most client plans are sponsored in CA, IL and NC. The largest clients by plan assets are Edward D. Jones & Co., L.P., Board of Trustees, So CA UFCW Unions & Food Employers and Board of Trustees Laborers Pension Trust Fund for Northern California. Plans reported $38.2M in direct and indirect compensation paid to Marsh & McLennan Agency LLC. The median is $31K per plan.

Participants: 2,680,046
Median plan assets: $24.4M
Median plan participants: 452
Median fees per plan: $31K; Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

Sponsor	State	Assets	Participants
Edward D. Jones & Co., L.P.	MO	$14.3B	58,988
Board of Trustees, So CA UFCW Unions & Food Employers	CA	$6.5B	199,927
Board of Trustees Laborers Pension Trust Fund for Northern California, plan 001	CA	$5.5B	44,826
Universal Health Services, Inc.	PA	$4.3B	83,059
Umwa 1974 Pension Trust Board of Trustees	DC	$3.8B	71,051
Franklin Resources, Inc.	CA	$3.6B	6,876
Board of Trustees, California Ironworkers Field Pension Trust Fun	CA	$3.5B	21,447
Case New Holland Industrial Inc.	WI	$2.5B	11,497
Conagra Brands, Inc.	IL	$1.9B	12,410
Board of Trustees of the S.E.I.U. National Industry Pension Fund	DC	$1.9B	172,811
Board of Trustees Gciu-Employer Retirement Benefit Plan	WA	$1.8B	36,264
Southern California Pipe Trades Retirement Fund	CA	$1.8B	15,745
Sheet Metal Workers Pension Trust	CA	$1.7B	13,026
Board of Trustees, Sheet Metal Workers' Pension Plan	CA	$1.6B	11,699
Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity, plan 002	CA	$1.6B	78,189
Globalfoundries U.S. Inc.	NY	$1.4B	8,341
Yahoo Holdings Inc	NY	$1.4B	3,641
Board of Trustees, California Iron Workers Field Defined Contribution	CA	$1.3B	27,522
Board of Trustees of the U.A. Local No. 393 Defined Benefit Pension	CA	$1.2B	3,854
Knight-Swift Transportation Holdings Inc.	AZ	$1.2B	36,589
Usg Corporation	IL	$1.1B	7,902
VF Corporation	NC	$1.1B	18,504
Novolex Holdings, LLC	NC	$1.1B	10,770
Smiths Group Services Corporation	DC	$1.0B	8,201
Pactiv Evergreen Services Inc.	IL	$1.0B	10,980

Edward D. Jones & Co., L.P.$14.3B
MOParticipants 58,988
Board of Trustees, So CA UFCW Unions & Food Employers$6.5B
CAParticipants 199,927
Board of Trustees Laborers Pension Trust Fund for Northern California, plan 001$5.5B
CAParticipants 44,826
Universal Health Services, Inc.$4.3B
PAParticipants 83,059
Umwa 1974 Pension Trust Board of Trustees$3.8B
DCParticipants 71,051
Franklin Resources, Inc.$3.6B
CAParticipants 6,876
Board of Trustees, California Ironworkers Field Pension Trust Fun$3.5B
CAParticipants 21,447
Case New Holland Industrial Inc.$2.5B
WIParticipants 11,497
Conagra Brands, Inc.$1.9B
ILParticipants 12,410
Board of Trustees of the S.E.I.U. National Industry Pension Fund$1.9B
DCParticipants 172,811
Board of Trustees Gciu-Employer Retirement Benefit Plan$1.8B
WAParticipants 36,264
Southern California Pipe Trades Retirement Fund$1.8B
CAParticipants 15,745
Sheet Metal Workers Pension Trust$1.7B
CAParticipants 13,026
Board of Trustees, Sheet Metal Workers' Pension Plan$1.6B
CAParticipants 11,699
Board of Trustees Laborers Pension Trust Fund for Nor Cal-Annuity, plan 002$1.6B
CAParticipants 78,189
Globalfoundries U.S. Inc.$1.4B
NYParticipants 8,341
Yahoo Holdings Inc$1.4B
NYParticipants 3,641
Board of Trustees, California Iron Workers Field Defined Contribution$1.3B
CAParticipants 27,522
Board of Trustees of the U.A. Local No. 393 Defined Benefit Pension$1.2B
CAParticipants 3,854
Knight-Swift Transportation Holdings Inc.$1.2B
AZParticipants 36,589
Usg Corporation$1.1B
ILParticipants 7,902
VF Corporation$1.1B
NCParticipants 18,504
Novolex Holdings, LLC$1.1B
NCParticipants 10,770
Smiths Group Services Corporation$1.0B
DCParticipants 8,201
Pactiv Evergreen Services Inc.$1.0B
ILParticipants 10,980

Top client states

CA162 plans
IL84 plans
NC84 plans
TX67 plans
MN64 plans

Frequently asked questions

Who uses Marsh & McLennan Agency LLC?: 1,010 retirement plans list Marsh & McLennan Agency LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Edward D. Jones & Co., L.P., Board of Trustees, So CA UFCW Unions & Food Employers, Board of Trustees Laborers Pension Trust Fund for Northern California, Universal Health Services, Inc. and Umwa 1974 Pension Trust Board of Trustees. Most client plans are sponsored in CA, IL and NC.
How many plans does Marsh & McLennan Agency LLC serve?: Marsh & McLennan Agency LLC serves 1,010 retirement plans with $138.2B in plan assets and 2,680,046 participants, based on the latest Form 5500 filings through 2024.
What does Marsh & McLennan Agency LLC charge?: Plans reported $38.2M in total Schedule C compensation paid to Marsh & McLennan Agency LLC. The median plan paid $31K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served1,010+219 YoYRank #35 of mapped providers

Assets under administration$138.2B0.1%Rank #117 by share of filed assets

Fees received$38MMedian $30,570/planSum across Schedule C direct + indirect

Net wins YoY+96207 won - 111 lostPlan-level switch detection

Plans served · 5-year trajectory

Plan count by year, with the share of all plans.

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Customer-base shape

Participant bands, asset bands, top states and top industries.

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5-year plans-served trajectory
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Plans won and lost
Top plans by assets

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Fund lineups on plans this firm keeps

Search these plans

Large plans that name Marsh & Mclennan Agency as recordkeeper and list their funds in their filing.

Plans

$753M in funds

In collective trusts

average plan

In Marsh & Mclennan Agency funds

average plan

In index funds

36%

average plan

Top managers in these lineups

Manager	Plans
Vanguard	23
Fidelity (FMR)	21
JPMorgan	14
T. Rowe Price	8
Capital Group	8

Target-date series

Series	Plans
Vanguard Target Retirement	11
JPMorgan SmartRetirement Blend	4
T. Rowe Price Retirement	4
Fidelity Freedom Index	3
American Funds Target Date	3

Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.