# MARSH & MCLENNAN AGENCY NEW ENGLAND HEALTH & WELFARE BENEFIT PLAN

Health and welfare plan sponsored by **MARSH & MCLENNAN AGENCY, LLC**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | MARSH & MCLENNAN AGENCY, LLC |
| EIN | 263237576 |
| Plan number | 515 |
| Plan year | 2025 |
| Location | BOSTON, MA |
| Industry | Finance and Insurance |
| Funding | mixed |
| Total premiums | $4.4M |
| Participants | 328 |
| Persons covered | 569 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| BCBS OF MASSACHUSETTS | Health, Rx |
| LINCOLN FINANCIAL GROUP | LTD, STD, Life, Other |
| VISION SERVICE PLAN (VSP) | Vision |
| METROPOLITAN GENERAL INSURANCE COMPANY | Other |
| AFLAC | Other |

## Brokers

| Broker | Placed with |
|---|---|
| MARSH & MCLENNAN AGENCY LLC | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. |
| MARSH & MCLENNAN AGENCY LLC | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY |
| MARSH & MCLENNAN AGENCY LLC | METROPOLITAN GENERAL INSURANCE COMPANY |
| RJF AGENCIES, INC. | METROPOLITAN GENERAL INSURANCE COMPANY |
| MARSH & MCLENNAN AGENCY LLC | CONTINENTAL AMERICAN INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/263237576-515
- Cite as: PlanOptica, https://planoptica.com/welfare/263237576-515
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers