| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MERCER HEALTH AND BENEFITS, LLC3 | 155 N WACKER DR STE 1500 CHICAGO, IL 60606 | KAISER FOUNDATION HEALTH PLAN INC | $7K | — | $7K | 0.06% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $147K | $30K | $176K | 4.27% |
| FRED MAXWELL - ACIUS GROUP3 Filed as: FRED THOMAS MAXWELL II | 2591 DALLAS PKWY STE 203 FRISCO, TX 75034 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $70K | $0 | $70K | 1.69% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $115K | $22K | $137K | 4.44% |
| MERCER HEALTH AND BENEFITS, LLC3 | FOUR EMBARCADERO CENTER STE 400 SAN FRANCISCO, CA 94111 | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | $1K | — | $1K | 0.05% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $42K | $6K | $48K | 5.79% |
| RICHTER INTERNATIONAL CONSULTING3 | 317 NW GILMAN BLVD STE 51 ISSAQUAH, WA 98027 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $46K | — | $46K | 8.80% |
| RICHTER INTERNATIONAL CONSULTING3 | 317 NW GILMAN BLVD STE 51 ISSAQUAH, WA 98027 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $29K | — | $29K | 7.71% |
| RICHTER INTERNATIONAL CONSULTING3 | 317 NW GILMAN BLVD STE 51 ISSAQUAH, WA 98027 | FEDERAL INSURANCE COMPANY | $22K | — | $22K | 15.00% |
| RICHTER INTERNATIONAL CONSULTING3 | 317 NW GILMAN BLVD STE 51 ISSAQUAH, WA 98027 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $11K | — | $11K | 8.30% |
| RICHTER INTERNATIONAL CONSULTING3 | 317 NW GILMAN BLVD STE 51 ISSAQUAH, WA 98027 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $9K | — | $9K | 8.98% |
| MERCER HEALTH AND BENEFITS, LLC3 | 155 N WACKER DR STE 1500 CHICAGO, IL 60606 | KAISER FOUNDATION HEALTH PLAN INC | $14 | — | $14 | 0.04% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | LIFE INSURANCE COMPANY OF NORTH AMERICA | $1K | $114 | $1K | 10.93% |
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 | 9,467 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 62 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 9,529 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 2,699 | $15.1M |
| Dental(3 contracts) | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 61 | $1.0M |
| Life insurance(2 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 9,467 | $4.2M |
| Long-term disability(2 contracts) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 9,467 | $3.2M |
| Prescription drug(3 contracts, 2 carriers) | KAISER FOUNDATION HEALTH PLAN INC | 2,699 | $14.1M |
| Other(5 contracts, 3 carriers) | LIFE INSURANCE COMPANY OF NORTH AMERICA | 9,601 | $1.3M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 9,601 | — |
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.