| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | — | $14K | $14K | 0.73% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP INC. | 5775 E GLENRIDGE DR STE 500 ATLANTA, GA 30328 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $263K | $65K | $328K | 21.27% |
| PETER J MACE3 | 5775 E GLENRIDGE DR., STE 500 ATLANTA, GA 30328 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $162K | — | $162K | 10.47% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | $3 | $2K | 0.15% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | — | $11K | $11K | 0.73% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | — | $9K | $9K | 0.73% |
| MERCER HEALTH AND BENEFITS, LLC3 | 3131 EAST CAMELBACK ROAD, SUITE 400 PHOENIX, AZ 85016 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $50K | — | $50K | 7.48% |
| EMPLOYEE BENEFIT STRATEGIES GROUP3 | 2901 N. DALLAS PKWY., STE. 420 PLANO, TX 75093 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $17K | — | $17K | 2.54% |
| PETER J MACE3 | 5775 E GLENRIDGE DR STE 500 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $63K | — | $63K | 12.46% |
| HODGES-MACE BENEFITS GRP INC3 Filed as: HODGES-MACE BENEFITS GROUP INC | 5775 E GLENRIDGE DR STE 500 ATLANTA, GA 30328 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $30K | $8K | $38K | 7.56% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | $2K | — | $2K | 0.42% |
| EMPLOYEE BENEFIT STRATEGIES GROUP3 | 5360 LEGACY DRIVE BUILDING 3 SUITE 230 PLANO, TX 75024 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $50K | — | $50K | 12.50% |
| EMPLOYEE BENEFIT STRATEGIES GROUP3 | 5360 LEGACY DRIVE BUILDING 3 SUITE 230 PLANO, TX 75024 | RELIANCE STANDARD LIFE INSURANCE COMPANY | $24K | — | $24K | 12.50% |
| MERCER HEALTH AND BENEFITS, LLC3 | 3131 EAST CAMELBACK ROAD, SUITE 400 PHOENIX, AZ 85016 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $135 | — | $135 | 7.14% |
| EMPLOYEE BENEFIT STRATEGIES GROUP3 | 2901 N. DALLAS PKWY, SUITE 420 PLANO, TX 75093 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $33 | — | $33 | 1.75% |
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 | 29,978 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 46 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 30,024 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 7,740 | $15.3M |
| Vision(2 contracts) | FIDELITY SECURITY LIFE INSURANCE COMPANY | 13,203 | $664K |
| Life insurance(2 contracts, 2 carriers) | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 14,192 | $2.4M |
| Short-term disability | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 14,192 | $1.5M |
| Long-term disability | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 4,639 | $1.2M |
| Other(3 contracts, 3 carriers) | LIBERTY LIFE ASSURANCE COMPANY OF BOSTON | 29,932 | $3.7M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 29,932 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.