| 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 | $127K | — | $127K | 1.00% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | PO BOX 28852 NEW YORK, NY 10087 | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | $54K | $26K | $80K | 3.41% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF ARIZONA INC. | 16220 N SCOTTSDALE RD STE 600 SCOTTSDALE, AZ 85254 | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | — | $6K | $6K | 0.27% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE INC. | PO BOX 28852 NEW YORK, NY 10087 | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | — | $17K | $17K | 1.14% |
| WILLIS TOWERS WATSON US LLC3 Filed as: WILLIS OF ARIZONA INC. | 16220 N SCOTTSDALE RD STE 600 SCOTTSDALE, AZ 85254 | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | — | $4K | $4K | 0.27% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 317 NW GILMAN BLVD, SUITE 11 ISSAQUAH, WA 98027 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $54K | — | $54K | 4.66% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METLIFE LEGAL PLANS | $29K | $42 | $29K | 9.92% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METLIFE LEGAL PLANS | — | $4K | $4K | 1.31% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE, INC. | 300 SOUTH GRAND AVENUE, SUITE 2000 LOS ANGELES, CA 90071 | GERBER LIFE INSURANCE COMPANY | $11K | — | $11K | 5.00% |
| MERCER HEALTH AND BENEFITS, LLC3 | 155 N WACKER DRIVE, SUITE 1500 CHICAGO, IL 60606 | KAISER FOUNDATION HEALTH PLAN INC | $24K | — | $24K | 13.97% |
| WILLIS TOWERS WATSON US LLC3 Filed as: TOWERS WATSON DELAWARE, INC. | 300 SOUTH GRAND AVENUE, SUITE 2000 LOS ANGELES, CA 90071 | GERBER LIFE INSURANCE COMPANY | $8K | — | $8K | 5.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 317 NW GILMAN BLVD, SUITE 11 ISSAQUAH, WA 98027 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $16K | — | $16K | 10.00% |
| GALLAGHER BENEFIT SERVICES, INC.3 | 317 NW GILMAN BLVD, SUITE 11 ISSAQUAH, WA 98027 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $2K | — | $2K | 4.63% |
| DANIEL J WISTED3 | 3745 HEDGECLIFF CT ALPHARETTA, GA 30022 | METROPOLITAN LIFE INSURANCE COMPANY | $12K | — | $12K | 25.50% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS ADMIN | PO BOX 310502 DES MOINES, IA 50331 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | — | $8K | 16.09% |
| GALLAGHER BENEFIT SERVICES, INC.3 Filed as: GALLAGHER BENEFITS SERVICES, INC. | 317 NW GILMAN BLVD, #11 ISSAQUAH, WA 98027 | ACE AMERICAN INSURANCE COMPANY | $5K | — | $5K | 15.00% |
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 | 6,511 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 245 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 6,756 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 2,689 | $14.2M |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 55 | $1.1M |
| Life insurance(2 contracts, 2 carriers) | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | 6,600 | $2.4M |
| Short-term disability | METROPOLITAN LIFE INSURANCE COMPANY | 10 | $48K |
| Long-term disability(2 contracts, 2 carriers) | LINCOLN LIFE ASSURANCE COMPANY OF BOSTON | 6,600 | $1.5M |
| Other(6 contracts, 5 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 6,600 | $1.9M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 6,600 | — |
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.