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Benefits Intelligence/Broker Directory/California

Marsh And Mclennan Ins Agency, LLC

San Diego, CA

Marsh And Mclennan Ins Agency, LLC of San Diego, CA is the broker of record on 21 Form 5500 Schedule A filings covering 19 employer benefit plans across 4 states, with $245,536 in reported broker commissions (plan year 2025).

Employer clients
19
distinct plan sponsors
Schedule A filings
21
States served
4
Reported commissions
$245,536
plan year 2025
Reported fees
$21,643

Quick answer

Marsh And Mclennan Ins Agency, LLC (San Diego, CA) is the broker of record for 19 employer benefit plan sponsors on 21 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does Marsh And Mclennan Ins Agency, LLC have?
Marsh And Mclennan Ins Agency, LLC is named as broker on Form 5500 Schedule A filings for 19 distinct plan sponsors in 4 states.
Who are Marsh And Mclennan Ins Agency, LLC's largest employer clients?
By plan participants, the largest include Centria Healthcare LLC (1,445 participants), Cafe Valley, Inc. (1,373 participants) and Morrison, Ekre & Bart Management Services, Inc. (1,257 participants).
How much does Marsh And Mclennan Ins Agency, LLC earn in commissions?
Insurers reported $245,536 in broker commissions and $21,643 in fees paid to Marsh And Mclennan Ins Agency, LLC for plan year 2025, per Schedule A Part 1.
Where is Marsh And Mclennan Ins Agency, LLC located?
Marsh And Mclennan Ins Agency, LLC is based in San Diego, CA and has employer clients in 4 states.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming Marsh And Mclennan Ins 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
Centria Healthcare LLCMI1,4452025-04-30
Cafe Valley, Inc.AZ1,3732025-12-31
Morrison, Ekre & Bart Management Services, Inc.AZ1,2572026-03-31
16 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.