| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MERCER HEALTH AND BENEFITS, LLC3 | 155 N WACKER DRIVE, SUITE 1500 CHICAGO, IL 60606 | KAISER FOUNDATION HEALTH PLAN INC | $218K | $0 | $218K | 1.00% |
| MERCER HEALTH AND BENEFITS, LLC3 | 155 N WACKER DRIVE, SUITE 1500 CHICAGO, IL 60606 | KAISER FOUNDATION HEALTH PLAN INC | $139K | $0 | $139K | 1.00% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $226K | $226K | 1.70% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $100 | $100 | 0.00% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS ADMIN | 12421 MEREDITH DRIVE URBANDALE, IA 50398 | AETNA LIFE INSURANCE COMPANY | $2.5M | $0 | $2.5M | 28.02% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $78K | $53K | $131K | 1.68% |
| STRATEGIC EMPLOYEE BENEFIT SERVICES3 Filed as: STRATEGIC NON-MEDICAL SOLUTIONS LLC | PO BOX 746600 ATLANTA, GA 30374 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $0 | $100K | $100K | 1.29% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $101K | $101K | 1.71% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $100 | $100 | 0.00% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. | $51K | $0 | $51K | 0.91% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $55K | $44K | $99K | 1.80% |
| MERCER HEALTH AND BENEFITS, LLC3 | 100 NORTH TYRON STREET, SUITE 2400 CHARLOTTE, NC 28202 | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | $25K | $0 | $25K | 0.91% |
| MERCER HEALTH AND BENEFITS, LLC3 | 100 NORTH TRYON STREET, SUITE 3600 CHARLOTTE, NC 28202 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $27K | $0 | $27K | 0.99% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN OF GEORGIA, INC. | $24K | $0 | $24K | 0.98% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $19K | $0 | $19K | 0.98% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS ADMIN | PO BOX 850502 MINNEAPOLIS, MN 55485 | LEGALPLANS, USA | $210K | $0 | $210K | 15.00% |
| MARSH & MCLENNAN AGENCY LLC3 Filed as: MARSH SALDANA | PO BOX 9023549 SAN JUAN, PR 00902 | TRIPLE S SALUD, INC. | $51K | $0 | $51K | 5.00% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN INC | $9K | — | $9K | 0.99% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $3K | $3K | 1.70% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $100 | $100 | 0.06% |
| 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% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $100 | $100 | 11.03% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $16 | $16 | 1.76% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $100 | $100 | 76.34% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METROPOLITAN LIFE INSURANCE COMPANY | $0 | $2 | $2 | 1.53% |
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 | 162,097 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 713 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 162,810 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(14 contracts, 8 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 35,294 | $62.6M |
| Dental(2 contracts, 2 carriers) | AETNA LIFE INSURANCE COMPANY | 97,772 | $37.8M |
| Vision | VISION SERVICE PLAN | 61,984 | $6.6M |
| Life insurance(5 contracts) | METROPOLITAN LIFE INSURANCE COMPANY | 126,567 | $19.3M |
| Short-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 162,097 | $5.5M |
| Long-term disability | LIFE INSURANCE COMPANY OF NORTH AMERICA | 162,097 | $7.8M |
| Prescription drug(4 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | 392 | $6.4M |
| Other(6 contracts, 4 carriers) | METROPOLITAN LIFE INSURANCE COMPANY | 215,000 | $20.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 215,000 | — |
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.