| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MERCER HEALTH AND BENEFITS, LLC3 | 155 N WACKER DR SUITE 1500 CHICAGO, IL 60606 | KAISER FOUNDATION HEALTH PLAN INC | $158K | — | $158K | 0.63% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METROPOLITAN LIFE INSURANCE COMPANY | — | $196K | $196K | 1.69% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METROPOLITAN LIFE INSURANCE COMPANY | — | $38 | $38 | 0.00% |
| MERCER HEALTH AND BENEFITS, LLC3 | 155 N WACKER DRIVE SUITE 1500 CHICAGO, IL 60606 | KAISER FOUNDATION HEALTH PLAN INC | $93K | — | $93K | 1.04% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS, LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $67K | — | $67K | 1.00% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METROPOLITAN LIFE INSURANCE COMPANY | — | $174K | $174K | 3.08% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METROPOLITAN LIFE INSURANCE COMPANY | — | $38 | $38 | 0.00% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS, LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $50K | — | $50K | 0.94% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS ADMIN LLC | 1 INVESTORS WAY MAILSTOP N-5-C NORWOOD, MA 02062 | AETNA LIFE INSURANCE CO. | $2.6M | — | $2.6M | 49.82% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC | $52K | $4 | $52K | 0.98% |
| MERCER HEALTH AND BENEFITS, LLC3 | 100 NORTH TRYON STREET SUITE 2400 CHARLOTTE, NC 28202 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $28K | — | $28K | 1.14% |
| MERCER HEALTH AND BENEFITS, LLC3 | 100 NORTH TRYON STREET SUITE 3600 CHARLOTTE, NC 28202 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $19K | — | $19K | 0.99% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS ADMIN | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA | $4K | — | $4K | 0.34% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $11K | $3 | $11K | 0.99% |
| MERCER HEALTH AND BENEFITS, LLC3 | PO BOX 310502 DES MOINES, IA 50331 | METLIFE LEGAL PLANS | $94K | $13K | $107K | 11.35% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS ADMIN LLC | PO BOX 850502 MINNEAPOLIS, MN 55485 | METLIFE LEGAL PLANS | — | $3K | $3K | 0.34% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS, LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN OF HAWAII | $6K | $1 | $6K | 0.89% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH SALDANA | PO BOX 9023549 SAN JUAN, PR 00902 | TRIPLE S SALUD, INC. | $31K | — | $31K | 5.00% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METROPOLITAN LIFE INSURANCE COMPANY | — | $3K | $3K | 1.69% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS, LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METROPOLITAN LIFE INSURANCE COMPANY | — | $38 | $38 | 0.02% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS, LLC | 1166 AVENUE OF THE AMERICAS FL 9 NEW YORK, NY 10036 | GERBER LIFE INSURANCE COMPANY | $11K | — | $11K | 20.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH SALDANA | PO BOX 9023549 SAN JUAN, PR 00902 | DELTA DENTAL OF PUERTO RICO, INC. | $2K | — | $2K | 8.80% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METROPOLITAN LIFE INSURANCE COMPANY | — | $40 | $40 | 3.24% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METROPOLITAN LIFE INSURANCE COMPANY | — | $38 | $38 | 3.08% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METROPOLITAN LIFE INSURANCE COMPANY | — | $38 | $38 | 25.00% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METROPOLITAN LIFE INSURANCE COMPANY | — | $5 | $5 | 3.29% |
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 | 139,306 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,195 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 140,501 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(12 contracts, 10 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 2,681 | $47.8M |
| Dental(2 contracts, 2 carriers) | AETNA LIFE INSURANCE CO. | 88,737 | $32.8M |
| Vision | VISION SERVICE PLAN | 57,867 | $6.0M |
| Life insurance(5 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 111,320 | $17.5M |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 139,306 | $5.3M |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 139,306 | $6.7M |
| Prescription drug | TRIPLE S SALUD, INC. | 103 | $627K |
| Other(6 contracts, 4 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 111,320 | $23.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 139,306 | — |
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.