| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS LLC | 155 NORTH WACKER DRIVE SUITE 1500 CHICAGO, IL 60606 | KAISER FOUNDATION HEALTH PLAN INC | $159K | $0 | $159K | 0.84% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $187K | $187K | 1.52% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PACIFIC RESOURCES BENEFITS ADVISOR | 1 BEACON STREET SUITE 17100 BOSTON, MA 02108 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $60K | $60K | 0.49% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS LLC | 155 NORTH WACKER DRIVE SUITE 1500 CHICAGO, IL 60606 | KAISER FOUNDATION HEALTH PLAN INC | $98K | $0 | $98K | 1.01% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $84K | $111K | $195K | 2.15% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS ADMIN LLC | 12421 MEREDITH DRIVE URBANDALE, IA 50398 | AETNA LIFE INSURANCE COMPANY | $2.3M | $0 | $2.3M | 34.28% |
| AON CONSULTING INC3 Filed as: BSWIFT | 10 SOUTH RIVERSIDE PLAZA SUITE 1100 CHICAGO, IL 60606 | AETNA LIFE INSURANCE COMPANY | $148K | $0 | $148K | 2.25% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $55K | $66K | $121K | 2.00% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $87K | $87K | 1.53% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PACIFIC RESOURCES BENEFITS ADVISOR | 1 BEACON STREET SUITE 17100 BOSTON, MA 02108 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $60K | $60K | 1.05% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. | $52K | $0 | $52K | 1.01% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS LLC | 100 NORTH TYRON STREET SUITE 2400 CHARLOTTE, NC 28202 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $26K | $0 | $26K | 1.00% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS LLC | 100 NORTH TRYON STREET SUITE 3600 CHARLOTTE, NC 28202 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $22K | $0 | $22K | 1.08% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. | $20K | $0 | $20K | 1.06% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $14K | $0 | $14K | 1.07% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS ADMIN LLC | PO BOX 850502 MINNEAPOLIS, MN 55485 | LEGALPLANS, USA | $145K | $0 | $145K | 15.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH SALDANA | PO BOX 9023549 SAN JUAN, PR 00902 | TRIPLE S SALUD, INC. | $44K | $0 | $44K | 5.00% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN INC | $8K | $0 | $8K | 1.23% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PACIFIC RESOURCES BENEFITS ADVISOR | 1 BEACON STREET SUITE 17100 BOSTON, MA 02108 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $60K | $60K | 37.58% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $2K | $2K | 1.54% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH SALDANA | PO BOX 9023549 SAN JUAN, PR 00902 | DELTA DENTAL OF PUERTO RICO, INC. | $3K | $0 | $3K | 8.80% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: PACIFIC RESOURCES BENEFITS ADVISOR | 1 BEACON STREET SUITE 17100 BOSTON, MA 02108 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $20K | $20K | 2134.47% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $15 | $15 | 1.60% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $2 | $2 | 1.37% |
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 | 150,578 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 1,025 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 151,603 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(13 contracts, 8 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 28,219 | $50.1M |
| Dental(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 92,641 | $35.1M |
| Vision | VISION SERVICE PLAN | 61,337 | $6.3M |
| Life insurance(5 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 117,358 | $18.1M |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 150,578 | $6.0M |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 150,578 | $9.1M |
| Prescription drug(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | 560 | $5.5M |
| Other(5 contracts, 3 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 117,358 | $19.2M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 150,578 | — |
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.