| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS, LLC | 3560 LENOX ROAD NE, SUITE 3400 ATLANTA, GA 30326 | UNITED HEALTHCARE INSURANCE COMPANY | — | $35K | $35K | 0.46% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS, LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | PRINCIPAL LIFE INSURANCE COMPANY | $51K | $7K | $58K | 5.24% |
| GARRY LYNN JOHNSON3 | 3850 E. BASELINE ROAD, SUITE 121 MESA, AZ 85206 | PRINCIPAL LIFE INSURANCE COMPANY | $22K | — | $22K | 2.00% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS, LLC | 155 N. WACKER DRIVE, SUITE 1500 CHICAGO, IL 60606 | KAISER FOUNDATION HEALTH PLAN INC. | $17K | — | $17K | 3.54% |
| 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 | $8K | — | $8K | 3.68% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS, LLC | 155 N. WACKER DRIVE, SUITE 1500 CHICAGO, IL 60606 | KAISER FOUNDATION HEALTH PLAN, INC. | $5K | — | $5K | 3.54% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH &BENEFITS, LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | EYEMED VISION CARE | $8K | — | $8K | 10.21% |
| NATALIE C. LAUDERDALE3 | 2541 PINEVIEW DRIVE DECATUR, GA 30030 | AFLAC | $1K | — | $1K | 3.14% |
| ANNE E. STRENK3 | 1912 BEVERLY GLEN DRIVE SANTA ANA, CA 92705 | AFLAC | $1K | — | $1K | 2.81% |
| JONATHAN ALI HAJIMOMEN3 | 1561 EAST ORANGETHORPE AVENUE SUITE 200 FULLERTON, CA 92831 | AFLAC | $513 | — | $513 | 1.27% |
| JOY E GUNDERSON3 Filed as: JOY E. GUNDERSON | 4531 VALLECITO LANE YORBA LINDA, CA 92886 | AFLAC | $236 | — | $236 | 0.58% |
| JOHN G WELLBORN3 Filed as: JOHN G. WELLBORN | 497 SERENOA ROAD, UNIT 1 SANTA ROSA BEACH, FL 32459 | AFLAC | $232 | — | $232 | 0.57% |
| METZGER ASSOCIATES INC3 Filed as: METZGER ASSOCIATES INC. | 16295 CLARITY ROAD ALPHARETTA, GA 30004 | AFLAC | $192 | — | $192 | 0.47% |
| BRIAN D ELY3 Filed as: BRIAN D. ELY | 1820 THE EXCHANGE SE, SUITE 750 ATLANTA, GA 30339 | AFLAC | $157 | — | $157 | 0.39% |
| SCOTT W BLACKSHEAR3 Filed as: SCOTT W. BLACKSHEAR | 3453 CATHRYN DRIVE COLUMBUS, GA 31906 | AFLAC | $136 | — | $136 | 0.34% |
| CATHLENE H FUNK3 Filed as: CATHLENE H. FUNK | 12 COLONIAL OAKS COURT PHOENIX, MD 21131 | AFLAC | $131 | — | $131 | 0.32% |
| THOMAS METZGER3 Filed as: THOMAS D. METZGER | 1083 E. COTTONWOOD WAY PALATINE, IL 60074 | AFLAC | $117 | — | $117 | 0.29% |
| SETH JAFFE3 | 4127 E. MASSACHUSETTS STREET LONG BEACH, CA 90814 | AFLAC | $109 | — | $109 | 0.27% |
| G SCOTT COOKE3 Filed as: G. SCOTT COOKE | 2832 NE 17TH AVENUE WILTON MANORS, FL 33334 | AFLAC | $78 | — | $78 | 0.19% |
| THOMAS ROBERT GIDDENS3 Filed as: THOMAS ROBERTS GIDDENS | P.O. BOX 2517 KENNESAW, GA 30156 | AFLAC | $78 | — | $78 | 0.19% |
| ELIZABETH C PERKINS3 Filed as: ELIZABETH E. DAVID | 3696 MAYFAIR ROAD NE ATLANTA, GA 30342 | AFLAC | $70 | — | $70 | 0.17% |
| BRIAN D ELY3 Filed as: BRIAN J. LOGAN | 1912 TRISTAN DRIVE SE SMYRNA, GA 30080 | AFLAC | $56 | — | $56 | 0.14% |
| DAVID C CLOUD JR3 Filed as: DAVID C. CLOUD JR. | 1301 SHILOH ROAD NW, SUITE 1020 KENNESAW, GA 30144 | AFLAC | $56 | — | $56 | 0.14% |
| KRISTIN BEAN3 | 8220 UNIVERSITY AVENUE, SUITE 200 LA MESA, CA 91942 | AFLAC | $48 | — | $48 | 0.12% |
| LEONARD ARTHUR WOLLIN3 | 25205 RUNNING HORSE ROAD NEWHALL, CA 91321 | AFLAC | $40 | — | $40 | 0.10% |
| DONNA L. ROSANELLI-BARNHOORN3 | P.O. BOX 27 DANA POINT, CA 92629 | AFLAC | $30 | — | $30 | 0.07% |
| JACK ALLEN NORRIS3 | 2439 DUTCH BRANCH ROAD COLUMBIA, SC 29210 | AFLAC | $27 | — | $27 | 0.07% |
| WILLIAM M WARDLAW JR3 Filed as: WILLIAM M. WARDLAW JR. | 5300 OAKBROOK PARKWAY BUILDING 300, SUITE 350 NORCROSS, GA 30093 | AFLAC | $25 | — | $25 | 0.06% |
| DAVID MORNINGSTAR3 | 11285 DOVEDALE COURT, 2ND FLOOR MARRIOTTSVILLE, MD 21104 | AFLAC | $24 | — | $24 | 0.06% |
| STEVEN RAILTON3 | 3059 CASTLETON WAY MARIETTA, GA 30062 | AFLAC | $24 | — | $24 | 0.06% |
| ROBERT C WAITE3 Filed as: ROBERT C. WAITE | 5924 BALFOUR COURT, SUITE 100 CARLSBAD, CA 92008 | AFLAC | $22 | — | $22 | 0.05% |
| CHRISTOPHER L KENNEDY3 Filed as: CHRISTOPHER KENNEDY | 5924 BALFOUR COURT, SUITE 100 CARLSBAD, CA 92008 | AFLAC | $19 | — | $19 | 0.05% |
| JAMES P BOADA3 Filed as: JAMES P. BOADA | 5700 E. FRANKLIN ROAD, SUITE 110 NAMPA, ID 83687 | AFLAC | $16 | — | $16 | 0.04% |
| PAUL SHELBY AMOS II3 | 1932 WYNNTON ROAD, 14TH FLOOR COLUMBUS, GA 31999 | AFLAC | $15 | — | $15 | 0.04% |
| WILLIAM J KING3 Filed as: WILLIAM J. KING AND ASSOCIATES | 5120 AVENIDA ENCINAS, A CARLSBAD, CA 92008 | AFLAC | $15 | — | $15 | 0.04% |
| DUSAN KLEIN3 | 28119 WILDWIND ROAD SANTA CLARITA, CA 91351 | AFLAC | $13 | — | $13 | 0.03% |
| KENNETH B COFER3 Filed as: KENNETH B. COFER | 5950 SYMPHONY WOODS ROAD SUITE 214 COLUMBIA, MD 21044 | AFLAC | $12 | — | $12 | 0.03% |
| RMANN GROUP INC3 Filed as: RMANN GROUP, INC. | 1518 BUCKINGHAM AVENUE MYRTLE BEACH, SC 29577 | AFLAC | $9 | — | $9 | 0.02% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: DANIEL A. JAIME | 5603 FAIRMEADE WAY LAS VEGAS, NV 89135 | AFLAC | $9 | — | $9 | 0.02% |
| DUANE A ADAMS3 Filed as: DUANE ANDREW FRY | 641 HIGUERA STREET, SUITE 300 SAN LUIS OBISPO, CA 93401 | AFLAC | $8 | — | $8 | 0.02% |
| TERRANCE M LUCZAJ3 Filed as: TERRANCE M. LUCZAJ | 255 E. RINCON STREET, SUITE 110 CORONA, CA 92879 | AFLAC | $7 | — | $7 | 0.02% |
| LANCE OSBORNE3 | 21822 SEACREST LANE HUNTINGTON BEACH, CA 92646 | AFLAC | $6 | — | $6 | 0.01% |
| ANDREW R GRETHEL3 Filed as: ANDREW R. GRETHEL | 600 S. HIDDEN VALLEY ROAD, 150 CARLSBAD, CA 92011 | AFLAC | $6 | — | $6 | 0.01% |
| MICHAEL A SIMPSON3 Filed as: MICHAEL R. SLADE | 8215 ROYAL SAINT GEORGES WAY DULUTH, GA 30097 | AFLAC | $4 | — | $4 | 0.01% |
| JOSEPH A BUZZELLO3 Filed as: JOSEPH A. BUZZELLO | 9018 BALBOA BOULEVARD, SUITE 254 NORTHRIDGE, CA 91325 | AFLAC | $3 | — | $3 | 0.01% |
| SCOTT A SMITH3 Filed as: SCOTT A. SMITH | 5300 OAKBROOK PARKWAY BUILDING 300, SUITE 350 NORCROSS, GA 30093 | AFLAC | $3 | — | $3 | 0.01% |
| MICHELE A UNDERELL3 Filed as: MICHELE A. UNDERELL | 6331 W. 6TH AVENUE LAKEWOOD, CO 80214 | AFLAC | $2 | — | $2 | 0.00% |
| STEVE D SERVI3 Filed as: STEVE D. SERVI | 1451 W. CYPRESS CREEK ROAD SUITE 300 FORT LAUDERDALE, FL 33309 | AFLAC | $1 | — | $1 | 0.00% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA, LLC | 28202 CABOT ROAD, SUITE 600 LAGUNA NIGUEL, CA 92677 | AFLAC | $1 | — | $1 | 0.00% |
| PATRICIA GAIL LEES3 | 6055 E. WASHINGTON BOULEVARD COMMERCE, CA 90040 | AFLAC | $1 | — | $1 | 0.00% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFIT, LLC | 3560 LENOX ROAD, SUITE 2400 ATLANTA, GA 30326 | ATLANTIC SPECIALTY INSURANCE COMPANY | $386 | — | $386 | 10.01% |
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 | 0 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 0 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(5 contracts, 4 carriers) | UNITED HEALTHCARE INSURANCE COMPANY | 954 | $9.1M |
| Dental(2 contracts, 2 carriers) | PRINCIPAL LIFE INSURANCE COMPANY | 1,329 | $1.5M |
| Vision | EYEMED VISION CARE | 914 | $79K |
| Long-term disability | PRINCIPAL LIFE INSURANCE COMPANY | 756 | $1.1M |
| Other(3 contracts, 3 carriers) | AFLAC | 843 | $78K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,329 | — |
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."
Premium per covered life exceeds 2× the peer median for this NAICS + size cohort. Either richly-funded plan or struggling with a bad rate.
Schedule A presence shifted between filings (insured ↔ self-funded, or new contracts added/removed). Capture the transition window.
Final-filing indicator set. Plan is winding down; don't waste sales effort here.