| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS LLC | 4565 PAYSPHERE CIR CHICAGO, IL 60674 | METROPOLITAN LIFE INS. CO | — | $13K | $13K | 0.51% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS LLC | 4565 PAYSPHERE CIR CHICAGO, IL 60674 | METROPOLITAN LIFE INS. CO | — | $38 | $38 | 0.00% |
| PETER J MACE3 Filed as: PETER MACE | 5775 D GLENRIDGE DR., STE 350 ATLANTA, GA 30328 | UNUM LIFE INSURANCE CO OF AMERICA | $305K | — | $305K | 22.96% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GRP | 5775D GLENRIDGE DR NE, STE 350 ATLANTA, GA 30328 | UNUM LIFE INSURANCE CO OF AMERICA | — | $48K | $48K | 3.64% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS PHOENIX | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | UNUM LIFE INSURANCE CO OF AMERICA | $4K | $53 | $4K | 0.31% |
| PETER J MACE3 | 5775 D GLENRIDGE DR STE 350 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE CO | $119K | — | $119K | 18.26% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP INC | 5775 D GLENRIDGE DR STE 350 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE CO | $11K | $7K | $18K | 2.75% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS-PHOENIX | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | PROVIDENT LIFE AND ACCIDENT INSURANCE CO | $4K | — | $4K | 0.58% |
| EMPLOYEE BENEFIT STRATEGIES GROUP3 | 14388 PROTON DALLAS, TX 75244 | FIDELITY SECURITY LIFE INS CO | $28K | — | $28K | 8.21% |
| EMPLOYEE BENEFIT STRATEGIES GROUP3 | 14388 PROTON DALLAS, TX 75244 | FIDELITY SECURITY LIFE INS CO | $99 | — | $99 | 7.98% |
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 | 19,819 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 28 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Beneficiaries receiving benefits | 0 | Spouses or dependents with eligibility independent of the participant. |
| Total participants (= "Plan participants" tile) | 19,847 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC | 1,548 | $6.8M |
| Vision(2 contracts) | FIDELITY SECURITY LIFE INS CO | 7,928 | $346K |
| Life insurance | METROPOLITAN LIFE INS. CO | 10,887 | $2.6M |
| Short-term disability | METROPOLITAN LIFE INS. CO | 10,887 | $2.6M |
| Long-term disability | METROPOLITAN LIFE INS. CO | 10,887 | $2.6M |
| Other(4 contracts, 4 carriers) | METROPOLITAN LIFE INS. CO | 19,947 | $4.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 19,947 | — |
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.