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Sponsor portfolioWelfare / HealthEIN 26-3237576
MARSH & MCLENNAN AGENCY LLC
20 N. MARTINGALE ROAD, SUITE 100 · SCHAUMBURG, IL 60173
8474637235
- Plans filed
- 25
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$98.2M
No prior year
Persons covered
19,609
No prior year
Total participants
17,226
No prior year
Plans filed
25
No prior year
Plans under this sponsor
25 plans
Plan #570$21.4M
MARSH & MCLENNAN AGENCY UPPER MIDWEST EMPLOYEE BENEFIT PLAN
Mixed2,215 covered·9 carriers
Primary: MEDICA INSURANCE COMPANY
Plan #502$21.1M
BARNEY & BARNEY HEALTH & WELFARE PLAN
Fully insured1,860 covered·10 carriers
Primary: AETNA LIFE INSURANCE COMPANY
Plan #517$17.5M
MARSH & MCLENNAN AGENCY, LLC, LOCALLY KNOWN AS J. SMITH LANIER, HEALTH & WELFARE BENEFIT PLAN
Fully insured1,912 covered·9 carriers
Primary: BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC
Plan #506$14.1M
MARSH & MCLENNAN AGENCY, LLC, MID-ATLANTIC UMBRELLA WELFARE BENEFIT PLAN
Mixed1,014 covered·6 carriers
Primary: BLUE CROSS BLUE SHIELD OF SOUTH CAROLINA
Plan #510$12.2M
MARSH AND MCLENNAN AGENCY LLC EMPLOYEE BENEFITS PLAN
Mixed7,791 covered·7 carriers
Primary: HARTFORD LIFE AND ACCIDENT
Plan #505$6.8M
MARSH & MCLENNAN AGENCY LLC EAST FLEXIBLE BENEFITS PLAN
Fully insured661 covered·9 carriers
Primary: INDEPENDENCE BLUE CROSS - MED
Plan #515$4.5M
MARSH & MCLENNAN AGENCY NEW ENGLAND HEALTH & WELFARE BENEFIT PLAN
Mixed582 covered·5 carriers
Primary: BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Plan #512$3.4M
MARSH & MCLENNAN AGENCY LLC WELFARE BENEFITS PLAN
Fully insured322 covered·4 carriers
Primary: MEDICA INSURANCE COMAPNY
Plan #581$2.0M
MARSH & MCLENNAN AGENCY, LLC EMPLOYEE BENEFIT PLAN
Fully insured1,888 covered·5 carriers
Primary: PRUDENTIAL INSURANCE COMPANY OF AMERICA
Plan #560$1.8M
MARSH & MCLENNAN AGENCY, LLC
Fully insured303 covered·1 carrier
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #514$1.6M
MARSH & MCLENNAN AGENCY, LLC WELFARE BENEFIT PLAN
Mixed370 covered·3 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY
Plan #501$1.6M
MARSH & MCLENNAN AGENCY LLC MIDWEST HEALTH AND WELFARE PLAN
Mixed1,898 covered·7 carriers
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #600$1.5M
MARSH & MCLENNAN AGENCY HEALTH & WELFARE BENEFITS PLAN
Fully insured1,162 covered·5 carriers
Primary: STANDARD INSURANCE COMPANY
Plan #580$1.5M
MARSH & MCLENNAN AGENCY LLC EMPLOYEE BENEFIT PLAN
Fully insured285 covered·7 carriers
Primary: BLUE CROSS BLUE SHIELD OF MICHIGAN
Plan #522$1.3M
HOWALT MCDOWELL INSURANCE, A MARSH & MCLENNAN AGENCY
Mixed236 covered·6 carriers
Primary: SANFORD HEALTH PLAN
Plan #610$1.0M
THE HORTON GROUP, A MARSH & MCLENNAN AGENCY LLC HEALTH AND WELFARE BENEFIT PLAN
Mixed383 covered·4 carriers
Primary: TOKIO MARINE
Plan #507$894K
MMA-FL EMPLOYEE BENEFITS PLAN
Mixed713 covered·6 carriers
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #525$640K
THE GRAHAM COMPANY WELFARE BENEFIT PLAN
Fully insured434 covered·5 carriers
Primary: AETNA LIFE INSURANCE COMPANY
Plan #520$431K
MMA-BOUCHARD EMPLOYEE BENEFITS PLAN
Mixed305 covered·3 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY
Plan #561$342K
MARSH & MCLENNAN AGENCY, LLC 561
Fully insured274 covered·5 carriers
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Plan #563$59K
KINKER EVELEIGH INSURANCE A MARSH AND MCLENNAN AGENCY LLC , HEALTH BENEFIT PLAN
Self-funded17 covered·1 carrier
Primary: TRUSTMARK LIFE INSURANCE COMPANY
Plan #521$27K
MARSH & MCLENNAN AGENCY, LLC LONG TERM CARE PLAN
Fully insured144 covered·1 carrier
Primary: UNUM LIFE INSURANCE COMPANY OF AMERICA
Plan #504$0
MARSH & MCLENNAN AGENCY LLC SEPARATION PLAN FOR PERFORMANCE MANAGED TERMINATIONS
Self-funded0 covered·0 carriers
Plan #508$0
MARSH & MCLENNAN AGENCY LLC SEVERANCE PAY PLAN
Self-funded0 covered·0 carriers
Plan #503$0
BARNEY & BARNEY FLEXIBLE BENEFITS PLAN
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $73.1M | 37.6% | |
| Prescription drug | $36.7M | 18.9% | |
| Dental | $22.5M | 11.6% | |
| Vision | $22.4M | 11.5% | |
| Other | $14.3M | 7.4% | |
| Life | $11.6M | 6.0% | |
| Long-term disability | $10.8M | 5.6% | |
| Short-term disability | $2.3M | 1.2% | |
| Stop-loss | $553K | 0.3% |
Carrier overview
36 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 382069753 | HRxDV | $35.0M | 35.6% | 4 | 5 | 3,282 |
EIN 953402799 | HRx | $15.4M | 15.7% | 1 | 2 | 771 |
EIN 411490988 | H | $11.2M | 11.4% | 1 | 1 | 1,530 |
EIN 060838648 | LSTDLTDOth | $7.4M | 7.5% | 3 | 4 | 8,715 |
EIN 135581829 | DVLSTDLTDOth | $6.2M | 6.3% | 4 | 12 | 9,043 |
EIN 941340523 | HRx | $5.0M | 5.1% | 1 | 3 | 586 |
EIN 010278678 | LSTDLTDOth | $3.9M | 3.9% | 9 | 30 | 3,727 |
EIN 911842494 | H | $3.2M | 3.2% | 1 | 1 | 625 |
EIN 860257201 | H | $2.2M | 2.3% | 1 | 1 | 398 |
EIN 964331852 | VSTDLTD | $972K | 1.0% | 2 | 2 | 2,339 |
EIN 382359234 | HRx | $958K | 1.0% | 1 | 1 | 170 |
EIN 221211670 | LLTDOth | $885K | 0.9% | 1 | 1 | 958 |
EIN 135123390 | DOth | $771K | 0.8% | 2 | 2 | 2,144 |
EIN 930242990 | D | $646K | 0.7% | 1 | 1 | 636 |
EIN 570514130 | HOth | $587K | 0.6% | 3 | 3 | 873 |
EIN 351817054 | SL | $553K | 0.6% | 1 | 1 | 294 |
EIN 910742147 | LOth | $538K | 0.5% | 1 | 1 | 0 |
EIN 232405376 | HRx | $498K | 0.5% | 1 | 1 | 38 |
EIN 350472300 | DV | $374K | 0.4% | 1 | 1 | 528 |
EIN 430949844 | V | $333K | 0.3% | 2 | 3 | 4,113 |
EIN 470322111 | LLTDOth | $270K | 0.3% | 1 | 1 | 713 |
EIN 200891619 | V | $240K | 0.2% | 3 | 3 | 1,318 |
EIN 362136262 | LOth | $233K | 0.2% | 2 | 2 | 280 |
EIN 821061233 | Oth | $183K | 0.2% | 1 | 1 | 4,356 |
EIN 580658963 | LOth | $144K | 0.1% | 1 | 1 | 182 |
EIN 362739571 | Oth | $137K | 0.1% | 2 | 2 | 1,477 |
EIN 731016728 | Oth | $100K | 0.1% | 2 | 2 | 500 |
EIN 134256913 | Oth | $83K | 0.1% | 1 | 1 | 597 |
EIN 331206383 | Oth | $81K | 0.1% | 2 | 2 | 6,186 |
EIN 041590850 | LTD | $73K | 0.1% | 1 | 1 | 54 |
EIN 820123320 | V | $67K | 0.1% | 1 | 1 | 427 |
EIN 232314460 | HRx | $44K | 0.0% | 1 | 1 | 2 |
EIN 421338303 | Oth | $40K | 0.0% | 1 | 1 | 472 |
EIN 330052273 | Oth | $21K | 0.0% | 1 | 1 | 1,333 |
EIN 590781901 | Oth | $9K | 0.0% | 1 | 1 | 12 |
EIN 864006611 | $0 | 0.0% | 1 | 1 | 1,068 |
Broker overview
36 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | SAN DIEGO, CA | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY, HARTFORD LIFE AND ACCIDENT, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, UNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY | $997K | $301K | $1.3M | 71.6% | 10 |
| KEELER & ASSOCIATES | PLATTSMOUTH, NE | UNUM LIFE INSURANCE COMPANY OF AMERICA, UNUM INSURANCE COMPANY | $155K | $0 | $155K | 8.6% | 1 |
| EOI SERVICE COMPANY INC | — | COMBINED INSURANCE, METROPOLITAN LIFE INSURANCE COMPANY | $93K | $2K | $95K | 5.3% | 1 |
| HOLLY KRISTINE HALL | HAYDEN, ID | CONTINENTAL AMERICAN INSURANCE COMPANY | $42K | $0 | $42K | 2.3% | 1 |
| THE CASON GROUP INC | COLUMBIA, SC | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC | $0 | $40K | $40K | 2.2% | 1 |
| CHRISTOPHER M BOUSCHET | TROY, MI | BLUE CARE NETWORK OF MICHIGAN, BLUE CROSS BLUE SHIELD OF MICHIGAN | $33K | $0 | $33K | 1.8% | 1 |
| PROFESSIONAL GROUP PLANS INC | HAUPPAUGE, NY | SYMETRA LIFE INSURANCE COMPANY | $0 | $33K | $33K | 1.8% | 1 |
| REBECCA A MCLAUGHLAN | TROY, MI | BLUE CARE NETWORK OF MICHIGAN, BLUE CROSS BLUE SHIELD OF MICHIGAN | $26K | $0 | $26K | 1.4% | 1 |
| KAELINA BAUER | RATHDRUM, ID | CONTINENTAL AMERICAN INSURANCE COMPANY | $24K | $0 | $24K | 1.3% | 1 |
| CHRISTINE L EBY | HELENA, MT | CONTINENTAL AMERICAN INSURANCE COMPANY | $10K | $0 | $10K | 0.6% | 1 |
| IBENEFIT COMMUNICATION LLC | CLINTON, IA | CONTINENTAL AMERICAN INSURANCE COMPANY | $7K | $0 | $7K | 0.4% | 1 |
| WORKSITE AMERICA LLC | CLEARWATER, FL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $2K | $6K | 0.3% | 1 |
| GALLAGHER BENEFIT SERVICES, INC. | CAPE CORAL, FL | UNUM INSURANCE COMPANY | $5K | $0 | $5K | 0.3% | 1 |
| DANA BRETT POLK | SEMINOLE, FL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $5K | $0 | $5K | 0.3% | 1 |
| KAREN BALL | HAYDEN, ID | CONTINENTAL AMERICAN INSURANCE COMPANY | $4K | $0 | $4K | 0.2% | 1 |
| SHIRLEY B DRAKE | CLEARWATER, FL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $4K | $72 | $4K | 0.2% | 1 |
| ASSURANCE AGENCY LTD | SCHAUMBURG, IL | MASSMUTUAL LIFE INSURANCE CO. | $4K | $0 | $4K | 0.2% | 1 |
| JOSE CRUZ BLANCO | MORGAN HILL, CA | CONTINENTAL AMERICAN INSURANCE COMPANY | $3K | $0 | $3K | 0.2% | 1 |
| WILLIAM J WALKER | WAYLAND, IA | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $3K | $0 | $3K | 0.2% | 1 |
| KARI SCHALIN | GREAT FALLS, MT | CONTINENTAL AMERICAN INSURANCE COMPANY | $2K | $0 | $2K | 0.1% | 1 |
| PEAKL ADMINISTRATION LLC | COEUR DALENE, ID | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | $0 | $2K | 0.1% | 1 |
| FOOTPRINTS IN THE SAND FITS LLC | WILDWOOD, MO | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $2K | $0 | $2K | 0.1% | 1 |
| BRADLEY L WALKER | WASHINGTON, IA | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $2K | $0 | $2K | 0.1% | 1 |
| PETRILL AND ASSOCIATES LLC | SHELBY, NC | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $1K | $0 | $1K | 0.1% | 1 |
| HARRY M BARASH | CLEARWATER, FL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $1K | $0 | $1K | 0.1% | 1 |
| AMERICAN INS PLUS LLC | PALM BEACH GARDENS, FL | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1K | $0 | $1K | 0.1% | 1 |
| THOMAS OWENS | WICHITA, KS | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $975 | $0 | $975 | 0.1% | 1 |
| ALAN ROMAN | SAINT LOUIS, MO | PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | $925 | $0 | $925 | 0.1% | 1 |
| PLANSOURCE BENEFIT ADMINISTRATION | ORLANDO, FL | UNUM LIFE INSURANCE COMPANY OF AMERICA | $910 | $0 | $910 | 0.1% | 1 |
| PLAN SOURCE BENEFIT ADMINISTRATION | ORLANDO, FL | UNUM INSURANCE COMPANY | $754 | $0 | $754 | 0.0% | 1 |
| JOHN A HAWLEY | OLDSMAR, FL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $616 | $0 | $616 | 0.0% | 1 |
| PATRICIA M CARDUCCI | PALM HARBOR, FL | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | $405 | $0 | $405 | 0.0% | 1 |
| IMG | INDIANAPOLIS, IN | PRUDENTIAL INSURANCE COMPANY OF AMERICA | $0 | $210 | $210 | 0.0% | 1 |
| PETER H HOOPIS | CHICAGO, IL | MASSMUTUAL LIFE INSURANCE CO. | $34 | $0 | $34 | 0.0% | 1 |
| VIVIAN PLETZKE | CHARLOTTE, NC | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $1 | $0 | $1 | 0.0% | 1 |
| GAVIN WILLIAMS | PALM BEACH GARDENS, FL | AMERICAN HERITAGE LIFE INSURANCE COMPANY | $0 | $0 | $0 | 0.0% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan