Plan Ledger DOL Form 5500 · updated monthly

Marsh & McLennan Agency, LLCbenefits

Marsh & McLennan Agency Upper Midwest Employee Benefit Plan · MINNEAPOLIS, MN · plan year 2025

Previously filed as Marsh & McLennan Agency LLC, Marsh and McLennan Agency LLC. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$1,136,601

Marsh & McLennan Agency, LLC's benefits plans covered 1,575 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $8,489,051. Insurance brokers and agents were paid $1,136,601 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 13.4% of premiums. That is $722 per covered person, in the top 10% of employer plans that report broker pay. Broker pay fell 6.1% from $1,210,038 in 2024.

Insurance contracts · 202548
INDEPENDENCE BLUE CROSS - MED · health ppo$4.4M · 315 covered
BLUE CROSS BLUE SHIELD OF MICHIGAN · health drug ppo$1.4M · 216 covered
BLUE CARE NETWORK OF MICHIGAN · health drug hmo$958K · 170 covered
STANDARD INSURANCE COMPANY · dental$646K · 636 covered
INDEPENDENCE BLUE CROSS - RX-VISION · drug vision$538K · 315 covered
KEYSTONE HEALTH PLAN EAST · health drug hmo$498K · 38 covered
AMERIHEALTH INSURANCE COMPANY · health drug hmo$44K · 2 covered
VISION SERVICE PLAN · visionpremiums n/a · 245 covered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dentalpremiums n/a · 323 covered
CONTINENTAL AMERICAN INSURANCE COMPANYpremiums n/a · 107 covered
METROPOLITAN LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 661 covered
METROPOLITAN LIFE INSURANCE COMPANY · lifepremiums n/a · 337 covered
METLIFE LEGAL PLANS, INC.premiums n/a · 51 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 165 covered
EYEMED · visionpremiums n/a · 2,215 covered
EYEMED · visionpremiums n/a · 36 covered
MEDICA INSURANCE COMPANY · healthpremiums n/a · 1,530 covered
SANFORD HEALTH PLAN · healthpremiums n/a · 625 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 11 covered
HEALTHY ALLIANCE LIFE INSURANCE COMPANY · health ppopremiums n/a · 398 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 19 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 189 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 1,575 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · std ltdpremiums n/a · 1,569 covered
UNUM INSURANCE COMPANYpremiums n/a · 644 covered
UNUM INSURANCE COMPANYpremiums n/a · 471 covered
UNUM INSURANCE COMPANYpremiums n/a · 248 covered
METROPOLITAN GENERAL INSURANCE COMPANYpremiums n/a · 142 covered
MODERN HEALTH ARIZONA, PLLCpremiums n/a · 1,068 covered
COMBINED INSURANCE · lifepremiums n/a · 243 covered
EYEMED · visionpremiums n/a · 1,898 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 1 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 272 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · lifepremiums n/a · 1,062 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 938 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · ltdpremiums n/a · 1,064 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 1 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 403 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 274 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 19 covered
MASSMUTUAL LIFE INSURANCE CO. · ltdpremiums n/a · 54 covered
UNITED HERITAGE LIFE INSURANCE COMPANY · visionpremiums n/a · 427 covered
HARTFORD LIFE AND ACCIDENT · life ltdpremiums n/a · 1,162 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 66 covered
CONTINENTAL AMERICAN INSURANCE COMPANY · healthpremiums n/a · 429 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 13 covered
Brokers & agents paid · 202526
EOI SERVICE COMPANY$51,241
KEELER & ASSOCIATES$128,292
HOLLY KRISTINE HALL$41,815
KAELINA BAUER$24,295
CHRISTOPHER M BOUSCHET$33,248
REBECCA A MCLAUGHLAN$25,683
CHRISTINE L EBY$10,434
MARSH & MCLENNAN AGENCY$85,375 · incl $5,798 fees
KAREN BALL$4,349
MARSH & MCLENNAN AGENCY LLC$618,846 · incl $76,545 fees
ASSURANCE AGENCY LTD$3,537
JOSE CRUZ BLANCO$2,882
WILLIAM J WALKER$2,868
KARI SCHALIN$1,844
PEAKL ADMINISTRATION LLC$1,630
FOOTPRINTS IN THE SAND FITS LLC$1,628
BRADLEY L WALKER$1,606
PETRILL AND ASSOCIATES LLC$1,319
KEELER, SHAWN J$26,868
MARSH AND MCLENNAN AGCY LLC$2,012 · incl $2,012 fees
MARSH & MCLENNAN$718 · incl $718 fees
EOI SERVICE COMPANY INC.$24 · incl $16 fees
EOI SERVICE COMPANY INC$44,194 · incl $1,944 fees
3 individual agents · names withheld$1,934

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Eoi Service Company5
Hub Group, Inc. IL$394,089

Why are you looking at this plan?

More

Source: DOL Form 5500 Schedule A, plan year 2025, EIN 263237576 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.