| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 606740001 | METROPOLITAN LIFE INSURANCE COMPANY | $102K | $58K | $160K | 4.60% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HUMAN RESOURCE CONSULTING | 14800 FRYE ROAD FORT WORTH, TX 761552732 | METROPOLITAN LIFE INSURANCE COMPANY | $10K | $37 | $10K | 0.30% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS, LLC | 155 N. WACKER DRIVE, SUITE 1500 CHICAGO, IL 606061710 | KAISER FOUNDATION HEALTH PLAN INC. | $30K | — | $30K | 1.25% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS, LLC | 155 N. WACKER DRIVE, SUITE 1500 CHICAGO, IL 606061710 | KAISER FOUNDATION HEALTH PLAN INC. | $18K | — | $18K | 1.14% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $14K | — | $14K | 1.28% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 111 SW COLUMBIA ST., SUITE 500 PORTLAND, OR 97201 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $11K | — | $11K | 1.06% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS, LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 606740001 | VISION SERVICE PLAN | $87K | — | $87K | 10.00% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS, LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | RELIASTAR LIFE INSURANCE COMPANY | $90K | — | $90K | 11.51% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $7K | — | $7K | 1.14% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $5K | — | $5K | 1.13% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | CONTINENTAL AMERICAN INSURANCE COMPANY | $57K | — | $57K | 23.09% |
| MATTHEW G BERGER3 Filed as: MATTHEW A. BUMALA | 700 N. HAYDEN ISLAND DRIVE, STE 220 PORTLAND, OR 97217 | CONTINENTAL AMERICAN INSURANCE COMPANY | $833 | — | $833 | 0.34% |
| DEREK SOMMERS3 | 518 N. 39TH PLACE RIDGEFIELD, WA 98642 | CONTINENTAL AMERICAN INSURANCE COMPANY | $833 | — | $833 | 0.34% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS | 897 12TH STREET HAMMONTON, NJ 08037 | CONTINENTAL AMERICAN INSURANCE COMPANY | $370 | — | $370 | 0.15% |
| MATTHEW S SHROYER3 Filed as: MATTHEW S. SHROYER | 5665 MEADOWS ROAD, SUITE 140 LAKE OSWEGO, OR 97035 | CONTINENTAL AMERICAN INSURANCE COMPANY | $338 | — | $338 | 0.14% |
| CAMERON DAVID CARRILLO3 Filed as: CAMERON CARRILO | 22556 SW 96TH DRIVE TUALATIN, OR 97062 | CONTINENTAL AMERICAN INSURANCE COMPANY | $336 | — | $336 | 0.14% |
| IOANNIS T GRATSINOPOULOS3 Filed as: IOANNIS T. GRATSINOPOULOS | 2264 MCGILCHRIST STREET, SUITE 100 SALEM, OR 97302 | CONTINENTAL AMERICAN INSURANCE COMPANY | $109 | — | $109 | 0.04% |
| G SCOTT COOKE3 Filed as: SCOTT E. NIELSEN | 1089 LAKE WASHINGTON BLVD. N. RENTON, WA 98056 | CONTINENTAL AMERICAN INSURANCE COMPANY | $24 | — | $24 | 0.01% |
| TY R. NAUGLE3 | 7180 SOUTHWEST FIRST LOOP, STE. 220 TIGARD, OR 97223 | CONTINENTAL AMERICAN INSURANCE COMPANY | $21 | — | $21 | 0.01% |
| JERALD SMITH3 | 7134 SE MAPLE LEAF STREET PORTLAND, OR 97223 | CONTINENTAL AMERICAN INSURANCE COMPANY | $21 | — | $21 | 0.01% |
| WILLIS TOWERS WATSON US LLC3 Filed as: JOSEPH H. WILLIS, JR. | 575 NE 5TH TERRACE, APT. 334 FT. LAUDERDALE, FL 33301 | CONTINENTAL AMERICAN INSURANCE COMPANY | $11 | — | $11 | 0.00% |
| MICHAEL C WALKER3 Filed as: MICHAEL M. STASTNY | 650 NE HOLLADAY ST., SUITE 1600 PORTLAND, OR 97232 | CONTINENTAL AMERICAN INSURANCE COMPANY | $11 | — | $11 | 0.00% |
| CHRISTOPHER W HOFF3 Filed as: CHRISTOPHER W. HOFF | 5665 MEADOWS ROAD, SUITE 140 LAKE OSWEGO, OR 97035 | CONTINENTAL AMERICAN INSURANCE COMPANY | $4 | — | $4 | 0.00% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER (US) INC. | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | HYATT LEGAL PLANS | $5K | — | $5K | 5.88% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | HYATT LEGAL PLANS | $4K | $419 | $4K | 4.57% |
| CUSTOM BENEFIT PROGRAMS INC3 Filed as: CUSTOM BENEFIT PROGRAMS | 897 12TH STREET HAMMONTON, NJ 08037 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $51 | $9 | $60 | 7.70% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS - ATLANTA | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $22 | — | $22 | 2.82% |
No Schedule C service providers reported on this filing.
Benefits declared on the Form 5500 main form (✓ = also has a Schedule A insurance contract; otherwise the benefit is funded out of plan assets or via a Schedule C TPA).
The plan reports several different headcounts depending on which form you read. Each one measures a different slice of the population.
| Active participants | 19,153 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 136 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 19,289 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 620 | $7.2M |
| Vision | VISION SERVICE PLAN | 9,446 | $865K |
| Life insurance | METROPOLITAN LIFE INSURANCE COMPANY | 25,614 | $3.5M |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 25,614 | $3.5M |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 25,614 | $3.5M |
| Prescription drug(6 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 620 | $7.2M |
| Other(6 contracts, 6 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 25,614 | $4.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 25,614 | — |
Why the numbers differ. Form 5500 line 6 counts employees + retirees + beneficiaries; no dependents. Schedule A persons-covered counts everyone enrolled, including spouses and children, so it usually exceeds line 6 by 30-60% on a working-age workforce. The medical row is normally the broadest single line because it has the highest take-up; dental/vision/life often dip below it. Stop-loss / reinsurance contracts sometimes report the carrier's full underwriting pool rather than this filer's headcount; the row is shown for transparency but shouldn't be read as "people in this plan."
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.