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Sponsor portfolioTH

MERRICK & COMPANY

EIN 84-0499702-design-Latest filing 2025
Plans
2
Retirement
1
$207.8M assets
Welfare
1
$1.4M premiums
Participants
2,515
8051 E. MAPLEWOOD AVE., SUITE 300 - GREENWOOD VILLAGE, CO 80111303-751-0741merrick.comLinkedIn501-1000 employeesdesign
Plans on this EIN
2 filings
#004ESOP-$207.8M - 1,493 part#504Mixed-$1.4M - 1,480 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 1,480 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$1.2M
  • Life$1.1M
  • Short-term disability$1.1M
  • Long-term disability$1.1M
  • Vision$168K
Total $1.4M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • RELIASTAR LIFE INSURANCE COMPANY85%
  • VISION SERVICE PLAN12%
  • METROPOLITAN LIFE INSURANCE COMPANY3%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
Total $1.4M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MERCER HEALTH AND BENEFITS, LLC100%
Total $193K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#004

MERRICK & COMPANY 401(K) AND ESOP

ESOP

Assets$207.8M
Participants1,493
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

MERRICK & COMPANY GROUP HEALTH PLANS

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$1.4M
Covered lives1,480
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
004MERRICK & COMPANY 401(K) AND ESOPESOP$207.8M1,4932025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504MERRICK & COMPANY GROUP HEALTH PLANSMixedRELIASTAR LIFE INSURANCE COMPANY$1.4M1,4802025
Retirement plans
Welfare plans
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