| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA, LLC | 318 E CARRUTH LANE DOUBLE OAK, TX 75077 | HARTFORD LIFE AND ACCIDENT | $95K | $39K | $134K | 10.14% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS ADMIN, LLC | PO BOX 850502 MINNEAPOLIS, MN 55485 | METROPOLITAN LIFE INSURANCE COMPANY | $30K | $2K | $32K | 17.49% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS ADMIN LLC | PO BOX 850502 MINNEAPOLIS, MN 55485 | METROPOLITAN LIFE INSURANCE COMPANY | — | $38 | $38 | 0.02% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA, LLC | 318 E CARRUTH LANE DOUBLE OAK, TX 75077 | HARTFORD LIFE AND ACCIDENT | $6K | $4K | $9K | 8.46% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH AND BENEFITS ADMIN | PO BOX 850502 MINNEAPOLIS, MN 55485 | METLIFE LEGAL PLANS | $5K | $319 | $6K | 9.69% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS ADMIN, LLC | PO BOX 310502 DES MOINES, IA 50331 | METLIFE LEGAL PLANS | $495 | $647 | $1K | 2.00% |
| AON CONSULTING INC3 Filed as: HEWITT ASSOCIATES LLC | P.O. BOX 95135 CHICAGO, IL 606945135 | METLIFE LEGAL PLANS | — | $26 | $26 | 0.05% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS ADMIN, LLC | PO BOX 850502 MINNEAPOLIS, MN 55485 | METROPOLITAN LIFE INSURANCE COMPANY | $10K | $801 | $10K | 19.86% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS ADMIN, LLC | PO BOX 850502 MINNEAPOLIS, MN 55485 | METROPOLITAN LIFE INSURANCE COMPANY | — | $38 | $38 | 0.07% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS ADMIN, LLC | PO BOX 850502 MINNEAPOLIS, MN 55485 | METROPOLITAN LIFE INSURANCE COMPANY | $4K | $562 | $4K | 15.19% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS ADMIN, LLC | PO BOX 850502 MINNEAPOLIS, MN 55485 | METROPOLITAN LIFE INSURANCE COMPANY | — | $38 | $38 | 0.13% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS ADMIN LLC | PO BOX 850502 MINNEAPOLIS, MN 55485 | METROPOLITAN LIFE INSURANCE COMPANY | $9K | $681 | $10K | 33.29% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS ADMIN, LLC | PO BOX 850502 MINNEAPOLIS, MN 55485 | METROPOLITAN LIFE INSURANCE COMPANY | — | $38 | $38 | 0.13% |
| ACRISURE LLC3 Filed as: ACRISURE OF CALIFORNIA, LLC | 318 E CARRUTH LANE DOUBLE OAK, TX 75077 | HARTFORD LIFE AND ACCIDENT | $771 | $167 | $938 | 18.24% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS ADMIN, LLC | PO BOX 850502 MINNEAPOLIS, MN 55485 | METROPOLITAN LIFE INSURANCE COMPANY | $1K | $127 | $1K | 271.85% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS ADMIN, LLC | PO BOX 850502 MINNEAPOLIS, MN 55485 | METROPOLITAN LIFE INSURANCE COMPANY | — | $38 | $38 | 6.95% |
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 | 2,028 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 241 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 2,269 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(4 contracts, 3 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 2,617 | $31.0M |
| Dental(2 contracts) | DELTA DENTAL OF CALIFORNIA | 3,841 | $1.9M |
| Vision(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 4,287 | $23.0M |
| Life insurance | HARTFORD LIFE AND ACCIDENT | 1,953 | $1.3M |
| Long-term disability | HARTFORD LIFE AND ACCIDENT | 1,953 | $1.3M |
| Prescription drug(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 2,617 | $31.0M |
| Other(8 contracts, 4 carriers) | HARTFORD LIFE AND ACCIDENT | 3,071 | $1.8M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 4,287 | — |
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."
Broker comp is under 1% of premium on a >$1M plan. Plan may be flying solo or paying a flat fee — consultant sales target.