| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| WILLIS TOWERS WATSON US LLC3 | PO BOX 28852 NEW YORK, NY 100878852 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $57K | $57K | 1.23% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIR CHICAGO, IL 60674 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $34K | $34K | 0.73% |
| WILLIS TOWERS WATSON US LLC3 | PO BOX 28852 NEW YORK, NY 100878852 | METROPOLITAN LIFE INSURANCE COMPANY | $9K | $56 | $9K | 0.20% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIR CHICAGO, IL 60674 | METROPOLITAN LIFE INSURANCE COMPANY | $7K | $34 | $7K | 0.14% |
| WILLIS TOWERS WATSON US LLC | COMMISSION LOCKBOX 28852 NEW YORK, NY 10087 | AETNA LIFE INSURANCE COMPANY | $25K | — | $25K | 1.37% |
| WILLIS TOWERS WATSON US LLC | LOCKBOX 28852 P.O. BOX 28852 NEW YORK, NY 100870001 | KAISER FOUNDATION HEALTH PLAN INC | $45K | — | $45K | 4.73% |
| WILLIS TOWERS WATSON US LLC | COMMISSION LOCKBOX 28852 NEW YORK, NY 10087 | AETNA LIFE INSURANCE COMPANY | $0 | $17K | $17K | 2.04% |
| WILLIS TOWERS WATSON US LLC | COMMISSION LOCKBOX 28852 NEW YORK, NY 10087 | AETNA LIFE INSURANCE COMPANY | $0 | $11K | $11K | 1.34% |
| EXECUTIVE SERVICES SECURITIES LLC3 | 3445 PEACHTREE RD NE STE 200 ATLANTA, GA 303261234 | METROPOLITAN LIFE INSURANCE COMPANY | $22K | — | $22K | 2.98% |
| WILLIS TOWERS WATSON US LLC | LOCKBOX 28852 P.O. BOX 28852 NEW YORK, NY 100870001 | KAISER FOUNDATION HEALTH PLAN INC | $36K | — | $36K | 5.16% |
| NFP INSURANCE SERVICES INC3 Filed as: MANAGEMENT COMPENSATION GROUP SE | 40 WALL ST STE 1304 NEW YORK, NY 100051304 | METROPOLITAN LIFE INSURANCE COMPANY | $174K | $32K | $206K | 30.33% |
| NFP INSURANCE SERVICES INC3 Filed as: NFP INS SERVICES INC. | 1250 S CAPITAL OF TEXAS HWY BLDG 2 STE 125 AUSTIN, TX 787466446 | METROPOLITAN LIFE INSURANCE COMPANY | $36K | — | $36K | 5.30% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 155 N WACKER DR STE 1500 CHICAGO, IL 606061710 | UNITEDHEALTHCARE INSURANCE COMPANY | $28K | — | $28K | 4.58% |
| WILLIS TOWERS WATSON US LLC7 | PO BOX 28852 NEW YORK, NY 100878852 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $10K | $226 | $10K | 25.57% |
| WILLIS TOWERS WATSON US LLC | PO BOX 28852 NEW YORK, NY 100878852 | NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA | $5K | — | $5K | 25.00% |
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 | 8,091 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 281 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 216 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 8,588 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 229 | $2.3M |
| Dental | AETNA LIFE INSURANCE COMPANY | 13,104 | $823K |
| Vision | AETNA LIFE INSURANCE COMPANY | 13,104 | $823K |
| Life insurance(2 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 9,249 | $5.4M |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 9,249 | $4.6M |
| Long-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 9,249 | $4.6M |
| Prescription drug(2 contracts) | KAISER FOUNDATION HEALTH PLAN INC | 229 | $1.7M |
| Stop-loss / reinsurancereinsurance | AETNA LIFE INSURANCE COMPANY | 6,814 | $1.8M |
| Other(5 contracts, 4 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 9,249 | $5.4M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 13,104 | — |
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.