# THE GRAHAM COMPANY WELFARE BENEFIT PLAN

Health and welfare plan sponsored by **MARSH & MCLENNAN AGENCY, LLC** (dba GRAHAM COMPANY, A MARSH & MCLENNAN AGENCY LLC). Form 5500 filing for plan year 2024.

| Field | Value |
|---|---|
| Sponsor | MARSH & MCLENNAN AGENCY, LLC |
| EIN | 263237576 |
| Plan number | 525 |
| Plan year | 2024 |
| Location | PHILADELPHIA, PA |
| Industry | Finance and Insurance |
| Funding | fully insured |
| Total premiums | $640K |
| Participants | 210 |
| Persons covered | 434 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | STD, LTD, Life, Other, Health |
| AETNA LIFE INSURANCE COMPANY | Dental |
| METLIFE LEGAL PLANS | Vision |

## Brokers

| Broker | Placed with |
|---|---|
| THE GRAHAM COMPANY | AETNA LIFE INSURANCE COMPANY |
| MARSH & MCLENNAN AGENCY LLC | AETNA LIFE INSURANCE COMPANY |
| MARSH & MCLENNAN AGENCY LLC | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| JAMES R NELLIGAN & ASSOCIATES LLC | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| CBIZ BENEFITS & INSURANCE SERVICES | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| MARSH & MCLENNAN AGENCY LLC | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY |
| CBIZ BENEFITS & INSURANCE SERVICES | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY |
| JAMES R NELLIGAN & ASSOCIATES LLC | UNUM INSURANCE COMPANY |
| MARSH & MCLENNAN AGENCY LLC | UNUM 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/263237576-525
- Cite as: PlanOptica, https://planoptica.com/welfare/263237576-525
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers