| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MERCER HEALTH AND BENEFITS, LLC3 | 27647 NETWORK PLACE CHICAGO, IL 60673 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $261K | $0 | $261K | 2.97% |
| MERCER HEALTH AND BENEFITS, LLC3 | 155 NORTH WACKER DRIVE SUITE 1500 CHICAGO, IL 60606 | KAISER FOUNDATION HEALTH PLAN, INC. | $140K | $0 | $140K | 3.01% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | AETNA HEALTH, INC. | $46K | $0 | $46K | 3.00% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | AETNA LIFE INSURANCE COMPANY | $30K | $4K | $34K | 3.04% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | AETNA LIFE INSURANCE COMPANY | $0 | $6K | $6K | 0.57% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $6K | $6K | 1.71% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $17K | $2K | $20K | 11.66% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | SAFEGUARD HEALTH PLANS, INC., A CALIFORNIA CORPORATION | $0 | $2K | $2K | 1.72% |
| JACOB BURNS INC.3 | 2905 MAGNOLIA AVENUE LONG BEACH, CA 90806 | AFLAC | $7K | $0 | $7K | 6.45% |
| KATRINA LAFATA3 Filed as: KATRINA LAFATA AND OTHER AGENTS | 2905 MAGNOLIA AVENUE LONG BEACH, CA 90806 | AFLAC | $5K | $33 | $5K | 4.97% |
| JACOB BURNS INC.3 Filed as: JACOB M BURNS | 12121 WILSHIRE BOULEVARD SUITE 1000 LOS ANGELES, CA 90025 | AFLAC | $3K | $0 | $3K | 2.70% |
| MERCER HEALTH AND BENEFITS, LLC3 | PO BOX 310502 DES MOINES, IA 50331 | AFLAC | $2K | $0 | $2K | 1.55% |
| MICHAEL R. FISHER3 Filed as: MICHAEL R FISHER | 50 W LEMON AVENUE, SUITE 2 MONROVIA, CA 91016 | AFLAC | $1K | $0 | $1K | 1.25% |
| ELDRIDGE MOORE3 Filed as: ELDRIDGE DENNIS MOORE | 519 W OLIVE AVENUE B MONROVIA, CA 91016 | AFLAC | $1K | $0 | $1K | 1.02% |
| JOHN CHRISTENSEN3 | 50 W LEMON AVENUE, SUITE 2 MONROVIA, CA 91016 | AFLAC | $946 | $0 | $946 | 0.86% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $1K | $1K | 1.30% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $0 | $807 | $807 | 1.26% |
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, 5 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 1,229 | $16.2M |
| Dental(4 contracts, 4 carriers) | AETNA LIFE INSURANCE COMPANY | 1,004 | $1.6M |
| Vision(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 1,229 | $8.9M |
| Life insurance | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,291 | $168K |
| Short-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,291 | $64K |
| Long-term disability | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,291 | $96K |
| Prescription drug(4 contracts, 4 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 1,229 | $16.1M |
| Other(6 contracts, 6 carriers) | LINCOLN NATIONAL LIFE INSURANCE COMPANY | 1,291 | $445K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,291 | — |
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."
Final-filing indicator set. Plan is winding down; don't waste sales effort here.