Marsh & Mclennan Agency - Bouchard
Clearwater, FL
Marsh & Mclennan Agency - Bouchard of Clearwater, FL is the broker of record on 89 Form 5500 Schedule A filings covering 65 employer benefit plans across 10 states, with $3,908,278 in reported broker commissions (plan year 2025).
Quick answer
Marsh & Mclennan Agency - Bouchard (Clearwater, FL) is the broker of record for 65 employer benefit plan sponsors on 89 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Marsh & Mclennan Agency - Bouchard have?
- Marsh & Mclennan Agency - Bouchard is named as broker on Form 5500 Schedule A filings for 65 distinct plan sponsors in 10 states.
- Who are Marsh & Mclennan Agency - Bouchard's largest employer clients?
- By plan participants, the largest include Uma Education, Inc. (2,909 participants), Palm Garden Healthcare Holdings, LLC (1,126 participants) and Wharton-Smith, Inc. (982 participants).
- How much does Marsh & Mclennan Agency - Bouchard earn in commissions?
- Insurers reported $3.9 million in broker commissions and $1.4 million in fees paid to Marsh & Mclennan Agency - Bouchard for plan year 2025, per Schedule A Part 1.
- Where is Marsh & Mclennan Agency - Bouchard located?
- Marsh & Mclennan Agency - Bouchard is based in Clearwater, FL and has employer clients in 10 states.
- How does Marsh & Mclennan Agency - Bouchard rank among benefits brokers in Florida?
- Marsh & Mclennan Agency - Bouchard ranks #16 by employer clients among the 50 most active benefits brokers based in Florida.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Marsh & Mclennan Agency - Bouchard on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Uma Education, Inc. | FL | 2,909 | 2025-12-31 |
| Palm Garden Healthcare Holdings, LLC | FL | 1,126 | 2025-12-31 |
| Wharton-Smith, Inc. | FL | 982 | 2026-03-31 |
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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.