# MARSH & MCLENNAN AGENCY HEALTH & WELFARE BENEFITS 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 | 600 |
| Plan year | 2025 |
| Location | MISSOULA, MT |
| Industry | Finance and Insurance |
| Funding | fully insured |
| Total premiums | $1.5M |
| Participants | 745 |
| Persons covered | 1,162 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| STANDARD INSURANCE COMPANY | Dental |
| HARTFORD LIFE AND ACCIDENT | Life, LTD, Other |
| AFLAC | Health, Other |
| UNITED HERITAGE LIFE INSURANCE COMPANY | Vision |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Other |

## Brokers

| Broker | Placed with |
|---|---|
| MARSH & MCLENNAN AGENCY LLC | HARTFORD LIFE AND ACCIDENT |
| MARSH & MCLENNAN AGENCY LLC | CONTINENTAL AMERICAN INSURANCE COMPANY |
| HOLLY KRISTINE HALL | CONTINENTAL AMERICAN INSURANCE COMPANY |
| KAELINA BAUER | CONTINENTAL AMERICAN INSURANCE COMPANY |
| CHRISTINE L EBY | CONTINENTAL AMERICAN INSURANCE COMPANY |
| KAREN BALL | CONTINENTAL AMERICAN INSURANCE COMPANY |
| JOSE CRUZ BLANCO | CONTINENTAL AMERICAN INSURANCE COMPANY |
| KARI SCHALIN | CONTINENTAL AMERICAN INSURANCE COMPANY |
| MARSH & MCLENNAN AGENCY LLC | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| PEAKL ADMINISTRATION LLC | UNUM LIFE INSURANCE COMPANY OF AMERICA |

## 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/263237576-600
- Cite as: PlanOptica, https://planoptica.com/welfare/263237576-600
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers