Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$17.5M
- Health$16.3M
- Prescription drug$16.3M
- Life$1.1M
- Short-term disability$1.1M
- Long-term disability$1.1M
- +1 more
Sponsor portfolio
MERCER ADVISORS INC.
EIN 26-2459836financial servicesLatest filing 2025
Plans
2
Retirement
1
$145.3M assets
Welfare
1
$17.6M premiums
Participants
3,139
1200 17TH STREET, 25TH FLOOR - DENVER, CO 80202888-885-8101merceradvisors.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $17.6M premiums / 2,091 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY93%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
- AETNA LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
99%top
- MARSH & MCLENNAN AGENCY LLC99%
- OPTAVISE, LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MERCER ADVISORS INC. 401(K) PLAN
401k
Assets$145.3M
Participants1,393
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506
MERCER ADVISORS WELFARE BENEFIT PLAN
Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$17.6M
Covered lives2,091
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MERCER ADVISORS INC. 401(K) PLAN | 401k | $145.3M | 1,393 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 506 | MERCER ADVISORS WELFARE BENEFIT PLAN | Mixed | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $17.6M | 2,091 | 2025 |
Retirement plans
Welfare plans