Jon Terry - Marsh & Mclennan Agency
Minneapolis, MN
Jon Terry - Marsh & Mclennan Agency of Minneapolis, MN is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $76,379 in reported broker commissions (plan year 2025).
Quick answer
Jon Terry - Marsh & Mclennan Agency (Minneapolis, MN) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Jon Terry - Marsh & Mclennan Agency have?
- Jon Terry - Marsh & Mclennan Agency is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
- Who are Jon Terry - Marsh & Mclennan Agency's largest employer clients?
- By plan participants, the largest include Lifecare Medical Center (527 participants) and Family Healthservices Minnesota, Pa (189 participants).
- How much does Jon Terry - Marsh & Mclennan Agency earn in commissions?
- Insurers reported $76,379 in broker commissions and $4,434 in fees paid to Jon Terry - Marsh & Mclennan Agency for plan year 2025, per Schedule A Part 1.
- Where is Jon Terry - Marsh & Mclennan Agency located?
- Jon Terry - Marsh & Mclennan Agency is based in Minneapolis, MN.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Jon Terry - Marsh & Mclennan Agency 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 |
|---|---|---|---|
| Lifecare Medical Center | MN | 527 | 2025-12-31 |
| Family Healthservices Minnesota, Pa | MN | 189 | 2025-12-31 |
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- Brown & Brown Insurance Service: 187 employer clients, $5,227,316 reported commissions (Minneapolis)
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.