Fundz
Fundz
Benefits Intelligence/Broker Directory/Massachusetts

Marsh & Mclennan Agency LLC (Trion)

Boston, MA

Marsh & Mclennan Agency LLC (Trion) of Boston, MA is the broker of record on 17 Form 5500 Schedule A filings covering 8 employer benefit plans across 7 states, with $957,230 in reported broker commissions (plan year 2025).

Employer clients
8
distinct plan sponsors
Schedule A filings
17
States served
7
Reported commissions
$957,230
plan year 2025
Reported fees
$415,119

Quick answer

Marsh & Mclennan Agency LLC (Trion) (Boston, MA) is the broker of record for 8 employer benefit plan sponsors on 17 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Marsh & Mclennan Agency LLC (Trion) have?
Marsh & Mclennan Agency LLC (Trion) is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 7 states.
Who are Marsh & Mclennan Agency LLC (Trion)'s largest employer clients?
By plan participants, the largest include Visa Inc. (13,481 participants), Aultman Health Foundation (5,018 participants) and General Health System (3,833 participants).
How much does Marsh & Mclennan Agency LLC (Trion) earn in commissions?
Insurers reported $957,230 in broker commissions and $415,119 in fees paid to Marsh & Mclennan Agency LLC (Trion) for plan year 2025, per Schedule A Part 1.
Where is Marsh & Mclennan Agency LLC (Trion) located?
Marsh & Mclennan Agency LLC (Trion) is based in Boston, MA and has employer clients in 7 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Marsh & Mclennan Agency LLC (Trion) 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
Visa Inc.CA13,4812024-12-31
Aultman Health FoundationOH5,0182025-12-31
General Health SystemLA3,8332025-12-31
5 more employer clients are on this firm's record, with the month each plan comes up again. See the full client list

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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.