Fundz
Fundz
Benefits Intelligence/Broker Directory/North Carolina

March & Mclennan Agency LLC

Dallas, NC

March & Mclennan Agency LLC of Dallas, NC is the broker of record on 25 Form 5500 Schedule A filings covering 21 employer benefit plans across 12 states, with $245,998 in reported broker commissions (plan year 2025).

Employer clients
21
distinct plan sponsors
Schedule A filings
25
States served
12
Reported commissions
$245,998
plan year 2025
Reported fees
$124,899

Quick answer

March & Mclennan Agency LLC (Dallas, NC) is the broker of record for 21 employer benefit plan sponsors on 25 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does March & Mclennan Agency LLC have?
March & Mclennan Agency LLC is named as broker on Form 5500 Schedule A filings for 21 distinct plan sponsors in 12 states.
Who are March & Mclennan Agency LLC's largest employer clients?
By plan participants, the largest include Valero Energy Corporation (7,676 participants), Miller Industries, Inc. (1,890 participants) and Uhy Advisors, Inc. (1,650 participants).
How much does March & Mclennan Agency LLC earn in commissions?
Insurers reported $245,998 in broker commissions and $124,899 in fees paid to March & Mclennan Agency LLC for plan year 2025, per Schedule A Part 1.
Where is March & Mclennan Agency LLC located?
March & Mclennan Agency LLC is based in Dallas, NC and has employer clients in 12 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming March & Mclennan Agency LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Valero Energy CorporationTX7,6762025-12-31
Miller Industries, Inc.TN1,8902024-12-31
Uhy Advisors, Inc.MI1,6502024-12-31
18 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

Sell through benefits brokers? Let us show you around.

Reach the brokers who place employer plans in their state, and the employers growing there. In 20 minutes we will walk you through the broker directory and the employer signals behind it, using your market.

Book a 20-minute walkthrough

Know who holds the account, and when it renews.

Every US employer benefit plan with its broker of record, reported commissions, participant count and renewal month, read from the most recent Form 5500 Schedule A and joined to funding rounds, executive hires and layoff notices.

Get Strategic →Start nowBook a 15-min walkthrough

Other benefits brokers in North Carolina

All brokers in North Carolina →

Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.