Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$100K
- Life$86K
- Short-term disability$35K
- Other$33K
Sponsor portfolio
MERCURY FINANCIAL, LLC
EIN 82-3007272financial servicesLatest filing 2025
Plans
2
Retirement
1
$24.8M assets
Welfare
1
$254K premiums
Participants
511
11401 CENTURY OAKS TER STE 470 - AUSTIN, TX 787580007512-666-3475mercury-financial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $254K premiums / 214 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA92%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY8%
Broker market share
Schedule A broker compensation
63%top
- HIGGINBOTHAM INS AGENCY INC63%
- HEALTHJOY, LLC37%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MERCURY FINANCIAL LLC 401(K) PLAN
401k
Assets$24.8M
Participants290
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MERCURY FINANCIAL, LLC HEALTH & WELFARE PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$254K
Covered lives214
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MERCURY FINANCIAL LLC 401(K) PLAN | 401k | $24.8M | 290 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MERCURY FINANCIAL, LLC HEALTH & WELFARE PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $254K | 214 | 2025 |
Retirement plans
Welfare plans