PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Mercer Advisors Inc.
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Mercer Advisors Inc.

EIN 26-2459836-financial services-Latest filing 2025
Plans
2
Retirement
1
$198.6M assets
Health & Benefits
1
$17.6M premiums
Participants
3,369
1200 17TH STREET, SUITE 500 - DENVER, CO 80202269-285-0306merceradvisors.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filings
#001401(k)-$198.6M - 1,623 part#506Mixed-$17.6M - 2,091 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $17.6M premiums / 2,091 covered lives

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
Total $17.6M7 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

MERCER ADVISORS INC. 401(K) PLAN

401(k)

Assets$198.6M
Participants1,623
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#506

MERCER ADVISORS WELFARE BENEFIT PLAN

Mixed - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$17.6M
Covered lives2,091
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001MERCER ADVISORS INC. 401(K) PLAN401(k)$198.6M1,6232025
  • MERCER ADVISORS INC. 401(K) PLAN$198.6M
    #001 · 401(k) · 20251,623

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#506MERCER ADVISORS WELFARE BENEFIT PLANMixedCIGNA HEALTH AND LIFE INSURANCE COMPANY$17.6M2,0912025
  • MERCER ADVISORS WELFARE BENEFIT PLAN$17.6M
    #506 · Mixed · CIGNA HEALTH AND LIFE INSURANCE COMPANY · 20252,091
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica