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
Sponsor portfolioTH
MERZ, INC.
EIN 56-1540459Latest filing 2025
Plans
2
Retirement
1
$237.0M assets
Welfare
1
$2.2M premiums
Participants
2,628
6501 SIX FORKS ROAD - RALEIGH, NC 27615919-582-8108
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 1,895 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- UNITEDHEALTHCARE INSURANCE COMPANY86%
- UNUM LIFE INSURANCE COMPANY OF AMERICA7%
- VISION SERVICE PLAN6%
- RELIANCE STANDARD LIFE INSURANCE COMPANY1%
- HEALTH ADVOCATE SOLUTIONS, INC.1%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
MERZ NORTH AMERICA 401(K) PLAN
401k
Assets$237.0M
Participants1,677
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MERZ NORTH AMERICA WELFARE PLAN
Mixed - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.2M
Covered lives1,895
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | MERZ NORTH AMERICA 401(K) PLAN | 401k | $237.0M | 1,677 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MERZ NORTH AMERICA WELFARE PLAN | Mixed | UNITEDHEALTHCARE INSURANCE COMPANY | $2.2M | 1,895 | 2025 |
Retirement plans
Welfare plans