| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| HOUSE ACCTTEST3 | 1400 CENTERVIEW DRIVE LITTLE ROCK, AR 72201 | TRANSAMERICA LIFE INSURANCE COMPANY | $512K | $0 | $512K | 7.50% |
| MJ INSURANCE3 Filed as: JOSEPH W SHELTON & VARIOUS AGENTS | 1332 ROLLING FIELDS DRIVE UNION CITY, TN 38261 | TRANSAMERICA LIFE INSURANCE COMPANY | $4K | $0 | $4K | 0.06% |
| EOI SERVICE COMPANY INC Filed as: EOI SERVICE COMPANY, INC. | 1820 EAST 1ST STREET, SUITE 400 SANTA ANA, CA 92705 | TRANSAMERICA LIFE INSURANCE COMPANY | $3K | $0 | $3K | 0.04% |
| WINSTON FINANCIAL SERVICES3 Filed as: WINSTON FINANCIAL SERVICES, INC. | 2399 HIGHWAY 34, BUILDING C-2 MANASQUAN, NJ 08736 | TRANSAMERICA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 0.03% |
| DWIGHT L PIERCE3 | 1200 EAST TAFT STREET SAPULPA, OK 74066 | TRANSAMERICA LIFE INSURANCE COMPANY | $2K | $0 | $2K | 0.02% |
| SCU HOUSE ACCT3 | 1400 CENTERVIEW DRIVE LITTLE ROCK, AR 72211 | TRANSAMERICA LIFE INSURANCE COMPANY | $683 | $0 | $683 | 0.01% |
| JEFFREY HILLEMAN3 Filed as: JEFFREY A HILLEMAN | 4840 NORTH RIVER BOULEVARD NE SUITE 200 CEDAR RAPIDS, IA 52411 | TRANSAMERICA LIFE INSURANCE COMPANY | $37 | $0 | $37 | 0.00% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $50K | $0 | $50K | 2.25% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METROPOLITAN LIFE INSURANCE COMPANY | $61K | $100 | $61K | 3.49% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $30K | $30K | 1.73% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $232 | $232 | 0.01% |
| MERCER HEALTH AND BENEFITS, LLC3 | 155 N WACKER DRIVE, SUITE 1500 CHICAGO, IL 60606 | KAISER FOUNDATION HEALTH PLAN, INC. | $15K | $0 | $15K | 2.18% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. | $13K | $0 | $13K | 2.25% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. | $12K | $0 | $12K | 2.25% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $13K | $3K | $17K | 4.33% |
| MERCER HEALTH AND BENEFITS, LLC3 | 155 N WACKER DRIVE, SUITE 1500 CHICAGO, IL 60606 | KAISER FOUNDATION HEALTH PLAN, INC. | $7K | $0 | $7K | 2.01% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METLIFE LEGAL PLANS | $22K | $0 | $22K | 9.98% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METLIFE LEGAL PLANS | $0 | $2K | $2K | 0.88% |
| MERCER HEALTH AND BENEFITS, LLC3 | 1166 AVENUE OF THE AMERICAS NEW YORK, NY 10036 | METLIFE LEGAL PLANS | $0 | $1 | $1 | 0.00% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS ADMIN | 4400 COMERICA CENTER 1717 MAIN STREET DALLAS, TX 75201 | PETERSEN INTERNATIONAL UNDERWRITERS | $15K | $0 | $15K | 29.71% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS ADMIN | GPO BOX 27447 NEW YORK, NY 10087 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $4K | $4K | 13.92% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | HARTFORD FIRE INSURANCE COMPANY | $2K | $148 | $2K | 21.50% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN, INC. | $183 | $0 | $183 | 2.25% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS ADMIN | GPO BOX 27447 NEW YORK, NY 10087 | PROVIDENT LIFE AND CASUALTY INSURANCE COMPANY | $0 | $943 | $943 | 17.48% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS ADMIN | GPO BOX 27447 NEW YORK, NY 10087 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $0 | $2K | $2K | 64.10% |
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 | 7,773 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 4,947 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 12,720 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN OF COLORADO | 390 | $4.3M |
| Vision | UNITEDHEALTHCARE INSURANCE COMPANY | 11,423 | $780K |
| Life insurance(2 contracts) | TRANSAMERICA LIFE INSURANCE COMPANY | 7,757 | $8.1M |
| Short-term disability | PETERSEN INTERNATIONAL UNDERWRITERS | 4 | $49K |
| Long-term disability(4 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 7,747 | $1.8M |
| Prescription drug(7 contracts, 5 carriers) | TRANSAMERICA LIFE INSURANCE COMPANY | 2,760 | $11.2M |
| Other(6 contracts, 6 carriers) | TRANSAMERICA LIFE INSURANCE COMPANY | 7,928 | $7.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 11,423 | — |
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."
No prospect flags tripped on this filing.