| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HUMAN RESOURCE CONSULTING | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | HARTFORD LIFE AND ACCIDENT | $0 | $5K | $5K | 0.91% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS, LLC. | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | HARTFORD LIFE AND ACCIDENT | $4K | $0 | $4K | 0.61% |
| AON CONSULTING INC3 Filed as: AON CONSULTING, INC. | 29840 NETWORK PLACE CHICAGO, IL 60673 | HARTFORD LIFE AND ACCIDENT | $540 | $2K | $2K | 0.42% |
| AON CONSULTING INC3 Filed as: AON RISK SERVICES CENTRAL, INC. | PO BOX 955816 SAINT LOUIS, MO 63195 | HARTFORD LIFE AND ACCIDENT | $0 | $781 | $781 | 0.13% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS, LLC. | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN, INC. | $18K | $0 | $18K | 4.86% |
| 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. | $1K | $0 | $1K | 0.38% |
| AON CONSULTING INC3 Filed as: AON CONSULTING, INC. | 29840 NETWORK PLACE CHICAGO, IL 60673 | KAISER FOUNDATION HEALTH PLAN, INC. | -$3K | $0 | -$3K | -0.73% |
| QUALITY HEALTH INSURGENCE, LLC.3 Filed as: QUALITY HEALTH INSURANCE, LLC. | PO BOX 10371 HONOLULU, HI 96816 | UNIVERSITY HEALTH ALLIANCE | $9K | $0 | $9K | 3.44% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS, LLC. | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN, INC. | $11K | $0 | $11K | 4.91% |
| 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. | $842 | $0 | $842 | 0.38% |
| AON CONSULTING INC3 Filed as: AON CONSULTING, INC. | 29840 NETWORK PLACE CHICAGO, IL 60673 | KAISER FOUNDATION HEALTH PLAN, INC. | -$2K | $0 | -$2K | -0.72% |
| AON CONSULTING INC3 Filed as: AON RISK SERVICES OF PR | PO BOX 70361 SAN JUAN, PR 00919 | TRIPLE S SALUD, INC. | $7K | $0 | $7K | 5.00% |
| AON CONSULTING INC3 Filed as: AON CONSULTING, INC. | 29840 NETWORK PLACE CHICAGO, IL 60673 | HARTFORD LIFE AND ACCIDENT | $0 | $224 | $224 | 1.00% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS, LLC. | 12421 MEREDITH DRIVE URBANDALE, IA 50398 | IVISION INTERNATIONAL OF PUERTO RICO, INC. | $267 | $0 | $267 | 11.99% |
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 | 1,397 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 0 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 1,397 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 38 | $1.0M |
| Dental(2 contracts, 2 carriers) | UNIVERSITY HEALTH ALLIANCE | 27 | $414K |
| Vision(2 contracts, 2 carriers) | UNIVERSITY HEALTH ALLIANCE | 50 | $274K |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 1,278 | $585K |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 1,278 | $585K |
| Prescription drug(4 contracts, 3 carriers) | KAISER FOUNDATION HEALTH PLAN, INC. | 38 | $1.0M |
| Other(3 contracts, 2 carriers) | HARTFORD LIFE AND ACCIDENT | 1,397 | $750K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,397 | — |
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."
Primary broker changed. Recently changed advisors; vulnerable to a second-look pitch or hostile takeover.