| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $129K | $5 | $129K | 1.50% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | BANNER HEALTH AND AETNA HEALTH | $178K | — | $178K | 2.84% |
| MERCER HEALTH AND BENEFITS, LLC3 | 155 N WACKER DR, STE 1500 CHICAGO, IL 60606 | KAISER FOUNDATION HEALTH PLAN INC | $168K | — | $168K | 3.94% |
| MERCER HEALTH AND BENEFITS, LLC3 | 155 N WACKER DR, STE 1500 CHICAGO, IL 60606 | KAISER FOUNDATION HEALTH PLAN INC | $136K | — | $136K | 3.30% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN INC | -$50 | — | -$50 | -0.00% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS, LLC | 100 N TRYON STREET, SUITE 3600 CHARLOTTE, NC 28202 | UNITEDHEALTHCARE INSURANCE COMPANY | $2K | $63K | $64K | 2.11% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $49K | — | $49K | 2.92% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $39K | $2 | $39K | 2.99% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY LLC | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $33K | — | $33K | 2.78% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $3K | — | $3K | 0.24% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | PRUDENTIAL INSURANCE COMPANY OF AMERICA | — | $11K | $11K | 1.10% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS ADMIN LLC | PO BOX 850502 MINNEAPOLIS, MN 554850502 | RELIASTAR LIFE INSURANCE COMPANY | $163K | — | $163K | 23.57% |
| AON CONSULTING INC3 Filed as: BSWIFT | PO BOX 860470 MINNEAPOLIS, MN 554860463 | RELIASTAR LIFE INSURANCE COMPANY | — | $28K | $28K | 4.12% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | VISION SERVICE PLAN | $20K | — | $20K | 3.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH AND MCLENNAN AGENCY LLC | 2300 RENAISSANCE BLVD KING OF PRUSSIA, PA 19406 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $8K | — | $8K | 2.75% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $744 | — | $744 | 0.25% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $7K | -$1 | $7K | 3.00% |
| MERCER HEALTH AND BENEFITS, LLC3 | 1301 FIFTH AVENUE, SUITE 1900 SEATTLE, WA 98101 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $7K | — | $7K | 3.09% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS ADMIN. LLC | PO BOX 850502 MINNEAPOLIS, MN 55485 | ARAG INSURANCE COMPANY | $7K | — | $7K | 10.00% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $5K | $578 | $5K | 12.15% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $3K | $421 | $4K | 12.24% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS, LLC | 4 EMBARCADERO CENTER, SUITE 400 SAN FRANCISCO, CA 94111 | KAISER FOUNDATION HEALTH PLAN OF HAWAII | $786 | — | $786 | 2.63% |
| LUTHER C JONES3 | 459 FAULKNER TOWN RD HENDERSON, NC 27537 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 9.14% |
| LUTHER C JONES3 | 459 FAULKNER TOWN ROAD HENDERSON, NC 27537 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $2K | — | $2K | 14.85% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $1K | $11 | $1K | 8.47% |
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 | 10,225 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 22 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 10,247 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(13 contracts, 11 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | 1,383 | $31.2M |
| Dental(2 contracts, 2 carriers) | UNITEDHEALTHCARE INSURANCE COMPANY | 952 | $3.3M |
| Vision(3 contracts, 3 carriers) | BANNER HEALTH AND AETNA HEALTH | 5,814 | $7.0M |
| Life insurance(4 contracts, 2 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 14,219 | $1.6M |
| Short-term disability | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 1,204 | $1.0M |
| Long-term disability(2 contracts, 2 carriers) | PRUDENTIAL INSURANCE COMPANY OF AMERICA | 1,204 | $1.0M |
| Prescription drug(11 contracts, 9 carriers) | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | 1,383 | $31.0M |
| Other(7 contracts, 5 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 14,219 | $2.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 14,219 | — |
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.