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MARSH AND MCLENNAN AGENCY LLC

Formerly BARNEY & BARNEY, LLC · MARSH & MCLENNAN AGENCY LLC · MARSH & MCLENNAN AGENCY, LLC · MARSH & MCLENNAN AGENCY, LLC - FLORIDA REGION · MARSH & MCLENNAN AGENCY, LLC, LOCALLY KNOWN AS J. SMITH LANIER · MARSH & MCLENNAN AGENCY, LLC, MID-ATLANTIC · THE HORTON GROUP, A MARSH & MCLENNAN AGENCY LLC · BOUCHARD INSURANCE, A MARSH & MCLENNAN AGENCY, LLC · MARSH & MCLENNAN AGENCY, LLC (OHIO) · MARSH & MCLENNAN AGENCY LLC - FLORIDA REGION · ASSURANCE, A MARSH & MCLENNAN AGENCY LLC COMPANY · PAYNEWEST INSURANCE, A MARSH & MCLENNAN AGENCY LLC COMPANY · TRION GROUP, A MARSH & MCLENNAN AGENCY, LLC COMPANY

EIN 26-3237576 · TX · Insurance / Financial Services

Look up on EFAST ↗
Compensation disclosed85 brokers of record, 2021–2025As reported on Form 5500 (Schedules A and C), U.S. Department of Labor.
Employer-paid broker pay2025: $1,404,9312024 · analysis: $1,317,6852023: $1,453,7662022: $1,272,3052021: $1,301,554

2023: $17,887 shown as filed, excluded as a likely filing error · 2022: $9,154 shown as filed, excluded as a likely filing error · 2021: $6,072 shown as filed, excluded as a likely filing error

Benchmarked against: Insurance / Financial Services · 2,501–10,000 employees · same industry, in-state · n=15 employers (your plan plus 14 peers)

4,083

(2024)

Self-funded

Funding

$1,317,685

Broker pay, employer-paid lines (2024)

$26.89

2024 · 2nd highest of 15 comparable plans (your plan plus 14 peers)

Lines disclosed: Dental · Vision · Life · Short-term disability · Long-term disability

Broker pay as a share of insured premium: 2.1% (peer median 5.4%, 14th highest of 15 comparable plans (your plan plus 14 peers)).

Without the 2 low-disclosure peers, this plan is 2nd highest of 13 comparable plans (your plan plus 12 peers).

Per-participant and share-of-premium comparisons differ because your plan insures more lines than most peers. The line-by-line rates below are the most direct comparison.

Employer-paid $1,317,685 benchmarked for 2024 · Voluntary $317,016 shown separately, compared by rate only

Showing 2024, the latest year with a complete peer group. A 2025 filing is on file and appears in broker history; it is not benchmarked yet.

Why 2024?

The figures above use 2024, the latest year we can compare with similar employers. A filing for 2025 is on file. Most employers have not filed for 2025 yet, so there is no complete peer group to compare it with. Rows for 2025 stay in the broker history and stay out of the headline and the peer comparison.

Broker commission rate by benefit line

What the broker earns on each insured line, as a share of that line's own premium — not a share of total broker pay, and not what the coverage cost. Peers for these tiles: same region, similar covered lives. Full table below. How the national rates are built.

Medical

<0.1%

303 peer contracts — p25 2.0% · median 3.5% · p75 5.0%. This contract: <0.1%.

Peer median 3.5%

No commission on this contract

Life

16.0%

422 peer contracts — p25 6.4% · median 12.7% · p75 16.9%. This contract: 16.0%.

Peer median 12.7%

Within peer range

Dental

3.4%

711 peer contracts — p25 7.0% · median 10.0% · p75 11.5%. This contract: 3.4%.

Peer median 10.0%

Below peer range

Voluntary / worksite

4.9%

514 peer contracts — p25 12.4% · median 18.5% · p75 25.9%. This contract: 4.9%.

Peer median 18.5%

Below peer range

Long-term disability

16.8%

190 peer contracts — p25 2.5% · median 8.6% · p75 15.0%. This contract: 16.8%.

Peer median 8.6%

Above peer range

Vision

7.7%

446 peer contracts — p25 4.3% · median 9.5% · p75 10.1%. This contract: 7.7%.

Peer median 9.5%

Within peer range

Short-term disability

1.2%

440 peer contracts — p25 10.9% · median 15.1% · p75 19.5%. This contract: 1.2%.

Peer median 15.1%

No commission on this contract

Voluntary / worksite premium is typically paid by employees through payroll deduction, so commission on those lines comes out of employee money rather than company money.

This page shows what was filed. The report shows what it means.

  • What the gap is worth — the dollar difference vs. peer median, including a 3-year view
  • The current structure compared against levels comparable plans actually reported
  • A committee-ready PDF: full broker breakdown, renewal question set, and disclosure-request letter included

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Broker Compensation Benchmark Report

Peer distributions · dollar quantification · 3-year trajectory · modeled alternatives

SAMPLE

Where the $1,634,701 across all lines goes

Each broker and each benefit line, in dollars

How much broker pay rides inside the premium

Base commission against bonuses and other carrier payments, all funded through premium

Whether this number is drifting

Compensation across every filed year, against the peer median

A screenshot isn't a record. Get the dated report for your file.

Line-item breakdown, multi-year trend, and methodology-backed framing — ready for fiduciary oversight and recordkeeping.

Or, if this is your company, share your plan basics to unlock your company’s full detail — the dated report PDF stays a separate purchase.

Benefits covered (latest filing)

HealthDentalLife insuranceShort-term disabilityLong-term disabilityUnemploymentApprenticeship / trainingOtherSeverance

From the Form 5500 welfare benefit codes — the authoritative list of what the plan covers, including medical (health).

Broker history

Benefit lines covered by year — broker identity limited on public pages

Year:

The 2025 filing is on file and its figures are shown as filed, but most employers have not filed 2025 yet, so it is not compared with peers. The analysis year is 2024, the latest year that is complete and benchmarked.

Broker identity on this page is limited for public viewers. Sign in with your work email or share your plan basics for the full breakdown on your company.

Commission rates by benefit line

Each insured contract on the filing, with the broker's commission as a share of that contract's own premium. Premium is what was paid to the carrier for the coverage; only the commission column is broker pay.

Analysis year 2024 — the same year as the headline figure and per-participant rate above. The 2025 filing is on file and its figures are shown as filed, but most employers have not filed 2025 yet, so it is not compared with peers.

Benefit lineContractRatevs. peersPosition
Medical ($0 premium)Blue Cross Blue Shield of South Carolina<0.1%303 peer contracts — p25 2.0% · median 3.5% · p75 5.0%. This contract: <0.1%.med 3.5%No commission on this contract
Medical ($0 premium)Aetna Life Insurance Company0.2%303 peer contracts — p25 2.0% · median 3.5% · p75 5.0%. This contract: 0.2%.med 3.5%No commission on this contract
Medical ($0 premium)Medica Insurance Company<0.1%303 peer contracts — p25 2.0% · median 3.5% · p75 5.0%. This contract: <0.1%.med 3.5%No commission on this contract
Medical ($0 premium)Blue Cross Blue Shield of Massachusetts, Inc.2.3%303 peer contracts — p25 2.0% · median 3.5% · p75 5.0%. This contract: 2.3%.med 3.5%Within peer range
Medical ($0 premium)Healthy Alliance Life Insurance Company0.1%1,498 peer contracts — p25 3.7% · median 4.9% · p75 6.0%. This contract: 0.1%.med 4.9%No commission on this contract
Medical ($0 premium)Keystone Health Plan East4.5%606 peer contracts — p25 3.3% · median 4.9% · p75 6.2%. This contract: 4.5%.med 4.9%Within peer range
Medical ($0 premium)Blue Cross Blue Shield of Michigan3.0%1,498 peer contracts — p25 3.7% · median 4.9% · p75 6.0%. This contract: 3.0%.med 4.9%Below peer range
Medical ($0 premium)Blue Care Network of Michigan2.9%1,498 peer contracts — p25 3.7% · median 4.9% · p75 6.0%. This contract: 2.9%.med 4.9%Below peer range
Life · contract 942947Unum Life Insurance Company of AmericaPlan 570 · 1,461 lives · Life, Other (ACCIDENTAL DEATH & DI…16.0%422 peer contracts — p25 6.4% · median 12.7% · p75 16.9%. This contract: 16.0%.med 12.7%Within peer range
DentalThe Guardian Life Insurance Company of America3.4%711 peer contracts — p25 7.0% · median 10.0% · p75 11.5%. This contract: 3.4%.med 10.0%Below peer range
Life · contract 01-020385-00Symetra Life Insurance Company8.8%422 peer contracts — p25 6.4% · median 12.7% · p75 16.9%. This contract: 8.8%.med 12.7%Within peer range
Voluntary / worksite · contract 00460063multi-product: accident + critical illness + hospital indemnityThe Guardian Life Insurance Company of America4.9%514 peer contracts — p25 12.4% · median 18.5% · p75 25.9%. This contract: 4.9%.med 18.5%Below peer range
Life · contract 944130Unum Life Insurance Company of AmericaPlan 501 · 820 lives · Life, Other (AD&D)19.0%422 peer contracts — p25 6.4% · median 12.7% · p75 16.9%. This contract: 19.0%.med 12.7%Above peer range
Long-term disability · contract 934786Unum Life Insurance Company of AmericaPlan 501 · 825 lives · Long-term disability16.8%190 peer contracts — p25 2.5% · median 8.6% · p75 15.0%. This contract: 16.8%.med 8.6%Above peer range
Voluntary / worksite · contract 26482multi-product: accident + critical illnessContinental American Insurance CompanyPlan 517 · 204 lives · Other (ACCIDENT/ HOSPITAL/ CRITICA…15.0%1,245 peer contracts — p25 15.0% · median 20.0% · p75 25.0%. This contract: 15.0%.med 20.0%Within peer range
Voluntary / worksite · contract 942949Unum Insurance CompanyPlan 570 · 368 lives · Other (CRITICAL ILLNESS)20.2%1,245 peer contracts — p25 15.0% · median 20.0% · p75 25.0%. This contract: 20.2%.med 20.0%Within peer range
Vision · contract 1002828,102829EyeMed7.7%446 peer contracts — p25 4.3% · median 9.5% · p75 10.1%. This contract: 7.7%.med 9.5%Within peer range
Life · contract LBTCombined Insurance25.3%942 peer contracts — p25 10.5% · median 15.1% · p75 19.7%. This contract: 25.3%.med 15.1%Above peer range
Vision · contract 30086202Vision Service Plan9.2%446 peer contracts — p25 4.3% · median 9.5% · p75 10.1%. This contract: 9.2%.med 9.5%Within peer range
Voluntary / worksite · contract W5220-001Bankers Fidelity Life Insurance Company3.5%1,245 peer contracts — p25 15.0% · median 20.0% · p75 25.0%. This contract: 3.5%.med 20.0%Below peer range
Voluntary / worksite · contract R0513762multi-product: accident + critical illnessUnum Life Insurance Company of America18.5%1,245 peer contracts — p25 15.0% · median 20.0% · p75 25.0%. This contract: 18.5%.med 20.0%Within peer range
Voluntary / worksite · contract E7255086Colonial Life & Accident Insurance CompanyPlan 520 · 86 lives · Life, Other (SUPPLEMENTAL BENEFITS…15.2%1,061 peer contracts — p25 15.0% · median 20.0% · p75 25.0%. This contract: 15.2%.med 20.0%Within peer range
Long-term disability · contract 000010263238The Lincoln National Life Insurance Company1.2%502 peer contracts — p25 11.4% · median 15.4% · p75 19.0%. This contract: 1.2%.med 15.4%Below peer range
Life · contract 400001000 26357The Lincoln National Life Insurance CompanyPlan 515 · 137 lives · Life1.3%942 peer contracts — p25 10.5% · median 15.1% · p75 19.7%. This contract: 1.3%.med 15.1%Below peer range
Voluntary / worksite · contract 942948Unum Insurance CompanyPlan 570 · 559 lives · Other (ACCIDENT)22.0%514 peer contracts — p25 12.4% · median 18.5% · p75 25.9%. This contract: 22.0%.med 18.5%Within peer range
Long-term disability · contract 97581Massmutual Life Insurance Co.7.0%226 peer contracts — p25 15.0% · median 17.6% · p75 21.5%. This contract: 7.0%.med 17.6%Below peer range
Voluntary / worksite · contract 0000026122multi-product: accident + critical illness + hospital indemnityContinental American Insurance CompanyPlan 505 · 64 lives · Other (ACCIDENT/ CRITICAL ILLNESS/…17.8%1,061 peer contracts — p25 15.0% · median 20.0% · p75 25.0%. This contract: 17.8%.med 20.0%Within peer range
Voluntary / worksite · contract 0239324Metropolitan Life Insurance CompanyPlan 501 · 277 lives · Other (ACCIDENT)92.7%1,245 peer contracts — p25 15.0% · median 20.0% · p75 25.0%. This contract: 92.7%.med 20.0%Above peer range
Voluntary / worksite · contract 912534Unum Insurance CompanyPlan 506 · 364 lives · Other (ATTAINED AGE CRITICAL ILLNE…16.5%1,245 peer contracts — p25 15.0% · median 20.0% · p75 25.0%. This contract: 16.5%.med 20.0%Within peer range
Life · contract ADDS09099Hartford Life and Accident2.4%422 peer contracts — p25 6.4% · median 12.7% · p75 16.9%. This contract: 2.4%.med 12.7%Below peer range
Voluntary / worksite · contract 26138multi-product: accident + critical illnessContinental American Insurance CompanyPlan 515 · 59 lives · Other (ACCIDENT/ CRITICAL ILLNESS)19.3%1,061 peer contracts — p25 15.0% · median 20.0% · p75 25.0%. This contract: 19.3%.med 20.0%Within peer range
Voluntary / worksite · contract 0239323Metropolitan Life Insurance CompanyPlan 501 · 181 lives · Other (CRITICAL ILLNESS)98.3%1,245 peer contracts — p25 15.0% · median 20.0% · p75 25.0%. This contract: 98.3%.med 20.0%Above peer range
Short-term disabilityThe Lincoln National Life Insurance Company1.2%440 peer contracts — p25 10.9% · median 15.1% · p75 19.5%. This contract: 1.2%.med 15.1%No commission on this contract
Voluntary / worksite · contract MMA SOUTHWESTLegalplans USA10.0%514 peer contracts — p25 12.4% · median 18.5% · p75 25.9%. This contract: 10.0%.med 18.5%Below peer range
Voluntary / worksite · contract 64190multi-product: accident + critical illness + hospital indemnityAmerican Heritage Life Insurance Company15.4%1,245 peer contracts — p25 15.0% · median 20.0% · p75 25.0%. This contract: 15.4%.med 20.0%Within peer range
Medical ($0 premium)Amerihealth Insurance Company4.3%606 peer contracts — p25 3.3% · median 4.9% · p75 6.2%. This contract: 4.3%.med 4.9%Within peer range
Voluntary / worksite · contract 47649Prepaid Legal Services Inc Dba LegalshieldPlan 517 · 154 lives · Other (LEGAL SERVICES PLAN MEMBERS…17.0%1,245 peer contracts — p25 15.0% · median 20.0% · p75 25.0%. This contract: 17.0%.med 20.0%Within peer range
Life · contract 000010263242The Lincoln National Life Insurance CompanyPlan 515 · 325 lives · Life, Other (AD&D)1.2%942 peer contracts — p25 10.5% · median 15.1% · p75 19.7%. This contract: 1.2%.med 15.1%No commission on this contract
Long-term disability · contract 137019Provident Life and Accident Insurance CompanyPlan 517 · 27 lives · Long-term disability4.8%226 peer contracts — p25 15.0% · median 17.6% · p75 21.5%. This contract: 4.8%.med 17.6%No commission on this contract

Bundled and other contracts — no single-line peer comparison

A bundled contract covers two or more lines on one premium (for example Health + Dental). Its effective rate is the commission on the whole premium; it is shown for completeness and never compared with single-line peers, because the mix of lines inside the bundle sets the rate as much as the broker does.

CoversContractEffective ratevs. peers
Medical + Dental + VisionBlue Cross Blue Shield Healthcare Plan of Georgia, IncPlan 5170.4%Bundled; no single-line peer
Medical + VisionIndependence Blue CrossPlan 5054.5%Bundled; no single-line peer
Life + Long-term disabilityHartford Life and AccidentPlan 5102.4%Bundled; no single-line peer
Life + Short-term disability + Long-term disabilityHartford Life and AccidentPlan 5021.9%Bundled; no single-line peer
Life + Long-term disabilityPrudential Insurance Company of AmericaPlan 50614.7%Bundled; no single-line peer
Short-term disability + Long-term disabilityUnum Life Insurance Company of AmericaPlan 57013.8%Bundled; no single-line peer
Short-term disability + Long-term disabilityStandard Insurance CompanyPlan 5176.6%Bundled; no single-line peer
Life + Long-term disabilityHartford Life and AccidentPlan 6002.5%Bundled; no single-line peer
Life + Short-term disability + Long-term disabilityMetropolitan Life Insurance CompanyPlan 5051.0%Bundled; no single-line peer
Life + Short-term disability + Long-term disabilityUnited of Omaha Life Insurance CompanyPlan 5208.9%Bundled; no single-line peer
Dental + VisionThe Guardian Life Insurance Company of AmericaPlan 5202.0%Bundled; no single-line peer
Short-term disability + Long-term disabilityGreater Georgia Life Insurance CompanyPlan 5174.6%Bundled; no single-line peer
Other benefitLONG TERM CAREUnum Life Insurance Company of AmericaPlan 50120.0%No comparable line
Other benefitGROUP LONG TERM CAREUnum Life Insurance Company of AmericaPlan 51020.0%No comparable line
Other benefitHOSPITALUnum Insurance CompanyPlan 570Not comparableNo comparable lineRate is above 40% of premium on a core line, or 100% on a voluntary line
Other benefitHOSPITALMetropolitan Life Insurance CompanyPlan 501Not comparableNo comparable lineRate is above 40% of premium on a core line, or 100% on a voluntary line
Other benefitLONG TERM CAREUnum Life Insurance Company of AmericaPlan 600Not comparableNo comparable lineRate is above 40% of premium on a core line, or 100% on a voluntary line
Other benefitLIFETIME BENEFIT TERMCombined InsurancePlan 5107.8%No comparable line
Other benefitLONG TERM CAREUnum Life Insurance Company of AmericaPlan 57013.7%No comparable line
Other benefitLONG TERM CAREUnum Life Insurance Company of AmericaPlan 60015.0%No comparable line
Other benefitLONG TERM CAREUnum Life Insurance Company of AmericaPlan 57020.0%No comparable line
Other benefitDISABILITYProvident Life and Accident Insurance CompanyPlan 561Not comparableNo comparable linePremium under $10,000 is too small to compare
Other benefitLONG TERM CAREUnum Life Insurance Company of AmericaPlan 570Not comparableNo comparable linePremium under $10,000 is too small to compare
Other benefitLONG TERM CAREUnum Life Insurance Company of AmericaPlan 507Not comparableNo comparable linePremium under $10,000 is too small to compare
Other benefitLONG TERM CAREUnum Life Insurance Company of AmericaPlan 570Not comparableNo comparable linePremium under $10,000 is too small to compare
Other benefitHOSPITALMetropolitan Life Insurance CompanyPlan 501Not comparableNo comparable linePremium under $10,000 is too small to compare
9 contracts under $10,000 in premium — listed for completeness, not compared to peers. Show
  • Voluntary / worksite — Preferred Legal Plan — Premium under $10,000 is too small to compare
  • Voluntary / worksite — The Lincoln National Life Insurance Company — Premium under $10,000 is too small to compare
  • Voluntary / worksite — Metropolitan General Insurance Company — Premium under $10,000 is too small to compare
  • Long-term disability — Provident Life and Accident Insurance Company — Premium under $10,000 is too small to compare
  • Voluntary / worksite — Colonial Life & Accident Insurance Company — Premium under $10,000 is too small to compare
  • Long-term disability — Provident Life and Accident Insurance Company — Premium under $10,000 is too small to compare
  • Voluntary / worksite — Prepaid Legal Services Inc Dba Legalshield — Premium under $10,000 is too small to compare
  • Long-term disability — Unum Life Insurance Company of America — Premium under $10,000 is too small to compare
  • Voluntary / worksite — Metropolitan Life Insurance Company — Premium under $10,000 is too small to compare
How the peer group for each line was built
  • Medical: n=303 contracts, Southwest, 501-2500 covered lives
  • Medical: n=1,498 contracts, Southwest, 101-500 covered lives
  • Medical: n=606 contracts, Southwest, 1-100 covered lives
  • Life: n=422 contracts, Southwest, 501-2500 covered lives
  • Dental: n=711 contracts, Southwest, 101-500 covered lives
  • Voluntary / worksite: n=514 contracts, Southwest, 501-2500 covered lives
  • Long-term disability: n=190 contracts, Southwest, 501-2500 covered lives
  • Voluntary / worksite: n=1,245 contracts, Southwest, 101-500 covered lives
  • Vision: n=446 contracts, Southwest, 501-2500 covered lives
  • Life: n=942 contracts, Southwest, 101-500 covered lives
  • Voluntary / worksite: n=1,061 contracts, Southwest, 1-100 covered lives
  • Long-term disability: n=502 contracts, Southwest, 101-500 covered lives
  • Long-term disability: n=226 contracts, Southwest, 1-100 covered lives
  • Short-term disability: n=440 contracts, Southwest, 101-500 covered lives

n = the number of peer contracts in that comparison group.

Everything in this table is from the 2024 filing. These 74 contracts are a subset of the broker compensation disclosed for that year. The remainder sits on contracts with no premium reported or on Schedule C service-provider fees, which carry no contract rate. 2025 is not rated here. Its rows appear in Broker history above as filed — pick 2025 on the year chips there to see them.

Who funds this. Voluntary / worksite premium is typically paid by employees through payroll deduction, so commission on those lines comes out of employee money rather than company money.

Peer comparison here is contract-level: each line is matched to single-line contracts covering a similar number of lives. The geography and size band come from that cell's generated scope label. That is a different group from the plan-level peer set, which compares employers on total broker cost per employee, so the two sample sizes are not expected to agree. The national table on the research page includes every single-line contract on that benefit line. Company pages use the tightest cell with at least 10 contracts — region and size when those exist, otherwise national. The two medians answer different questions, so they are not expected to match. Contracts under $10,000 in premium are listed for completeness, with no rate or peer position. A near-zero rate on a large premium usually means the broker is paid elsewhere (through a bundled contract, a Schedule C fee, or commission on other lines), so no market position is shown for that contract.

Plans on file

Expand a plan to see its insured contracts and year-over-year history — the details someone on the plan can recognize and verify.

PN 510MARSH AND MCLENNAN AGENCY LLC EMPLOYEE BENEFITS PLAN8.4K participants (2025)
HealthDentalLife insuranceShort-term disabilityLong-term disabilityUnemploymentApprenticeship / trainingOtherSelf-funded · 5 years on file

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PN 502BARNEY & BARNEY HEALTH & WELFARE PLAN1.9K participants (2025)
HealthDentalLife insuranceShort-term disabilityLong-term disabilityUnemploymentApprenticeship / trainingSeveranceOtherSelf-funded · 5 years on file

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PN 570MARSH & MCLENNAN AGENCY UPPER MIDWEST EMPLOYEE BENEFIT PLAN1.6K participants (2025)
HealthDentalLife insuranceShort-term disabilityLong-term disabilityApprenticeship / trainingSeveranceOtherSelf-funded · 5 years on file

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PN 501MARSH & MCLENNAN AGENCY LLC MIDWEST HEALTH AND WELFARE PLAN1.1K participants (2025)
HealthDentalLife insuranceShort-term disabilityLong-term disabilityUnemploymentApprenticeship / trainingSeveranceOtherSelf-funded · 5 years on file

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PN 517MARSH & MCLENNAN AGENCY, LLC, LOCALLY KNOWN AS J. SMITH LANIER, HEALTH & WELFARE BENEFIT PLAN992 participants (2025)
HealthDentalLife insuranceShort-term disabilityLong-term disabilityUnemploymentApprenticeship / trainingSeveranceOtherSelf-funded · 5 years on file

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PN 506MARSH & MCLENNAN AGENCY, LLC, MID-ATLANTIC UMBRELLA WELFARE BENEFIT PLAN958 participants (2025)
HealthDentalLife insuranceShort-term disabilityApprenticeship / trainingSeveranceOtherSelf-funded · 5 years on file

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PN 600MARSH & MCLENNAN AGENCY HEALTH & WELFARE BENEFITS PLAN734 participants (2025)
HealthDentalLife insuranceShort-term disabilityApprenticeship / trainingSeveranceOtherSelf-funded · 5 years on file

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PN 507MMA-FL EMPLOYEE BENEFITS PLAN713 participants (2025)
HealthDentalLife insuranceShort-term disabilityLong-term disabilityUnemploymentApprenticeship / trainingSeveranceSelf-funded · 5 years on file

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PN 505MARSH & MCLENNAN AGENCY LLC EAST FLEXIBLE BENEFITS PLAN387 participants (2025)
HealthDentalLife insuranceShort-term disabilityLong-term disabilityUnemploymentApprenticeship / trainingSeveranceOtherSelf-funded · 5 years on file

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PN 610THE HORTON GROUP, A MARSH & MCLENNAN AGENCY LLC HEALTH AND WELFARE BENEFIT PLAN383 participants (2025)
HealthDentalLife insuranceShort-term disabilityLong-term disabilityApprenticeship / trainingOtherSelf-funded

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PN 515MARSH & MCLENNAN AGENCY NEW ENGLAND HEALTH & WELFARE BENEFIT PLAN325 participants (2024)
HealthDentalLife insuranceShort-term disabilityLong-term disabilityUnemploymentApprenticeship / trainingOtherSelf-funded · 4 years on file

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PN 520MMA-BOUCHARD EMPLOYEE BENEFITS PLAN280 participants (2024)
HealthDentalLife insuranceShort-term disabilityLong-term disabilityApprenticeship / trainingOtherSelf-funded · 4 years on file

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PN 525THE GRAHAM COMPANY WELFARE BENEFIT PLAN210 participants (2023)
HealthDentalLife insuranceShort-term disabilityLong-term disabilityApprenticeship / trainingSeveranceOtherSelf-funded

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PN 560MARSH & MCLENNAN AGENCY, LLC135 participants (2023)
HealthSelf-funded · 3 years on file

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PN 561MARSH & MCLENNAN AGENCY, LLC 5610 participants (2024)
DentalLife insuranceShort-term disabilityLong-term disabilityUnemploymentApprenticeship / trainingSeveranceOtherSelf-funded · 4 years on file

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Covers = benefits reported on the Form 5500 (welfare benefit codes). Contracts = insured lines itemized on Schedule A; a self-funded medical line never appears there.

At a glance

Primary brokerLimited on public pages
Years on file5
Lead broker continuitySame primary broker
Broker setup36 brokers in 202485 across all years
Most
Peer benchmarkInsurance / Financial Servicesn=15 · state peers

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How do similar employers compare?

Employers in the same peer group (Insurance / Financial Services, similar size), from public Form 5500 filings. Open one to see what it pays its broker.

Browse more: Texas employer health plans · Insurance / Financial Services plans in Texas · all states

Sourced from Form 5500 filings as submitted to the U.S. Department of Labor. Analysis year: 2024; newest plan year with a filing on file: 2025. Dataset refreshed October 7, 2026. Plan years are labeled by the year they begin, so a July 2024 – June 2025 plan year is 2024. Filings may lag 12–18 months behind the current plan year.

Report a data discrepancy

Unbrokered reports data as filed with the DOL. If you believe a figure is incorrect, tell us what it should be. We respond within 2 business days and, where the underlying filing has been amended, update on our next data refresh. We don't remove publicly filed information on request, but we do correct genuine errors.