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  2. Merz, Incorporated
  • Benefits analytics
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Filings through Oct 24, 2026.

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Merz, Incorporated

EIN 56-1540459-Wholesale Trade-Latest filing 2025
Plans
2
Retirement
1
$283.5M assets
Health & Benefits
1
$2.2M premiums
Participants
2,675
6501 SIX FORKS ROAD - RALEIGH, NC 27615919-582-8000
Plans on this EIN
2 filings
#003401(k)-$283.5M - 1,724 part#501Mixed-$2.2M - 1,895 lives

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

Benefits portfolio analytics

1 plan / $2.2M premiums / 1,895 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.1M
  • Dental$1.9M
  • Life$1.9M
  • Long-term disability$1.9M
  • Vision$128K
Total $2.2M5 rows
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Plan summaries

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

Retirement#003

MERZ NORTH AMERICA 401(K) PLAN

401(k)

Assets$283.5M
Participants1,724
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

MERZ NORTH AMERICA WELFARE PLAN

Mixed - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.2M
Covered lives1,895
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003MERZ NORTH AMERICA 401(K) PLAN401(k)$283.5M1,7242025
  • MERZ NORTH AMERICA 401(K) PLAN$283.5M
    #003 · 401(k) · 20251,724

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501MERZ NORTH AMERICA WELFARE PLANMixedUNITEDHEALTHCARE INSURANCE COMPANY$2.2M1,8952025
  • MERZ NORTH AMERICA WELFARE PLAN$2.2M
    #501 · Mixed · UNITEDHEALTHCARE INSURANCE COMPANY · 20251,895
Retirement plans
Health & Benefits plans

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