| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | BLUE CROSS BLUE SHIELD OF ARIZONA | $219K | — | $219K | 2.99% |
| MERCER HEALTH AND BENEFITS, LLC3 | 155 N WACKER DR, STE 1500 CHICAGO, IL 60606 | KAISER FOUNDATION HEALTH PLAN INC | $116K | — | $116K | 2.76% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | HEALTH PLAN OF NEVADA | $106K | — | $106K | 2.99% |
| MERCER HEALTH AND BENEFITS, LLC3 | 155 N WACKER DR, STE 1500 CHICAGO, IL 60606 | KAISER FOUNDATION HEALTH PLAN INC | $71K | — | $71K | 2.48% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN INC | $13K | — | $13K | 0.47% |
| SHARON J GERARD3 | 100 N TRYON STREET, SUITE 3400 CHARLOTTE, NC 28202 | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $49K | — | $49K | 2.06% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $59K | — | $59K | 3.20% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $32K | — | $32K | 3.03% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $6K | — | $6K | 0.66% |
| MERCER HEALTH AND BENEFITS, LLC3 | 155 N WACKER DR, STE 1500 CHICAGO, IL 60606 | KAISER FOUNDATION HEALTH PLAN INC | $28K | — | $28K | 3.30% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS, LLC | 633 W 5TH ST STE 1200 LOS ANGELES, CA 90071 | VISION SERVICE PLAN | $24K | — | $24K | 3.01% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS, LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN INC | $32K | — | $32K | 10.86% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $530 | — | $530 | 0.63% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $529 | — | $529 | 0.63% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $4K | $537 | $5K | 11.25% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $774 | -$1K | -$419 | -1.62% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | $270 | $2K | 11.25% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $1K | — | $1K | 8.96% |
| LUTHER C JONES3 | 459 FAULKNER TOWN ROAD HENDERSON, NC 27537 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 15.00% |
| MERCER HEALTH AND BENEFITS, LLC3 | 10 SOUTH WACKER DRIVE, SUITE 1700 CHICAGO, IL 60606 | LANDMARK HEALTHPLAN | $666 | — | $666 | 10.00% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | WESTERN DENTAL SERVICES INC | $33 | — | $33 | 2.96% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $3K | — | $3K | — |
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 | 9,455 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 2 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 9,457 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(13 contracts, 8 carriers) | BLUE CROSS BLUE SHIELD OF ARIZONA | 817 | $24.6M |
| Dental(3 contracts, 3 carriers) | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | 314 | $2.4M |
| Vision(3 contracts, 3 carriers) | BLUE CROSS BLUE SHIELD OF ARIZONA | 6,478 | $8.1M |
| Life insurance(2 contracts) | UNUM LIFE INSURANCE COMPANY OF AMERICA | 169 | $65K |
| Long-term disability(2 contracts, 2 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 2,283 | $893K |
| Prescription drug(11 contracts, 6 carriers) | BLUE CROSS BLUE SHIELD OF ARIZONA | 817 | $24.4M |
| Other(5 contracts, 3 carriers) | QUANTUM HEALTH SOLUTIONS | 10,498 | $463K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 10,498 | — |
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.