PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MERCALIS INC
Sponsor portfolioTH

MERCALIS INC

EIN 52-2251120-pharmaceuticals-Latest filing 2025
Plans
2
Retirement
1
$69.2M assets
Welfare
1
$2.1M premiums
Participants
2,873
2250 PERIMETER PARK DRIVE SUITE 300 - MORRISVILLE, NC 27560919-415-3113mercalis.comLinkedIn501-1000 employeespharmaceuticals
Plans on this EIN
2 filings
#001401k-$69.2M - 1,561 part#501Mixed-$2.1M - 2,442 lives

Benefits portfolio analytics

1 plan / $2.1M premiums / 2,442 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$682K
  • Other$422K
  • Short-term disability$364K
  • Life$247K
  • Long-term disability$203K
  • Vision$173K
Total $2.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA41%
  • HUMANA INSURANCE COMPANY33%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY18%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
Total $2.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
44%top
  • ALLIANT INSURANCE SERVICES, INC.44%
  • BENEFIT ADVISORS SERVICES GROUP LLC23%
  • AON CONSULTING INC14%
  • AMERICAN BENEFIT CONSULTING LLC8%
  • THE JELLYVISION LAB, INC.4%
  • +2 more
Total $172K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MERCALIS INC. 401(K) PROFIT PLAN AND TRUST

401k

Assets$69.2M
Participants1,561
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MERCALIS WELFARE BENEFIT PLAN

Mixed - HUMANA INSURANCE COMPANY

Premiums$2.1M
Covered lives2,442
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MERCALIS INC. 401(K) PROFIT PLAN AND TRUST401k$69.2M1,5612024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MERCALIS WELFARE BENEFIT PLANMixedHUMANA INSURANCE COMPANY$2.1M2,4422025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica