Sponsors Using Marsh McLennan as Their Benefits Broker

Overview

Every plan sponsor whose employee benefits are brokered by Marsh McLennan, sourced from Form 5500 broker disclosures. This is the book-takeover list for any competing brokerage. You get employers with an established Marsh relationship, the commissions and fees on each account, and the plan detail needed to pitch a switch.

What's Included

• Sponsors: Employers with Marsh McLennan named as broker, linked to ZoomInfo profiles
• Broker Economics: Commissions and fees paid on each account
• Plan Detail: Plan name and active participant count
• Firmographics: Industry, revenue, size, and headquarters state
• Contacts: HR and benefits decision-makers at each sponsor

Use Cases

Broker Book Takeover

Target the sponsors served by a single dominant brokerage with a competitive takeover pitch.

Commission-Based Targeting

Prioritize accounts by the commissions and fees on the incumbent relationship to focus on the highest-value books.

Benefits Displacement

Lead with plan-specific insight (participant count, plan type, and current economics) to displace the incumbent broker.

Competitive Brokerage Intelligence

Understand the shape of a major brokerage's book by industry, size, and geography.