| Broker | Address | Carrier | Commissions | Fees | Total comp | % of premium |
|---|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES, INC.3 | 333 S HOPE ST, STE 3750 LOS ANGELES, CA 90071 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $213K | — | $213K | 3.89% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 27647 NETWORK PLACE CHICAGO, IL 60673 | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | $98 | — | $98 | 0.00% |
| ALLIANT INSURANCE SERVICES, INC.3 | 333 SOUTH HOPE STREET, SUITE 3750 LOS ANGELES, CA 90071 | KAISER FOUNDATION HEALTH PLAN INC | $121K | $19 | $121K | 3.78% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 155 N WACKER DR STE 1500 CHICAGO, ID 60606 | KAISER FOUNDATION HEALTH PLAN INC | $10K | — | $10K | 0.31% |
| ALLIANT INSURANCE SERVICES, INC.3 | 333 SOUTH HOPE STREET, SUITE 3750 LOS ANGELES, CA 90071 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $25K | — | $25K | 6.94% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | CIGNA HEALTH AND LIFE INSURANCE COMPANY | — | $408 | $408 | 0.11% |
| ALLIANT INSURANCE SERVICES, INC.3 | 333 SOUTH HOPE STREET, SUITE 3750 LOS ANGELES, CA 90071 | UNUM LIFE INSURANCE COMPANY OF AMERICA | $12K | — | $12K | 15.68% |
| WORKPLACE SOLUTIONS, INC.3 Filed as: WORKPLACE SOLUTIONS INC | 120 GILLS CREEK PARKWAY COLUMBIA, SC 29209 | METROPOLITAN LIFE INSURANCE COMPANY | $8K | $485 | $8K | 15.06% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | $982 | $3K | 4.90% |
| WORKPLACE SOLUTIONS, INC.3 Filed as: WORKPLACE SOLUTIONS INC | 120 GILLS CREEK PARKWAY COLUMBIA, SC 29209 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $166 | $3K | 16.03% |
| ALLIANT INSURANCE SERVICES, INC.3 | 333 SOUTH HOPE STREET, SUITE 3750 LOS ANGELES, CA 90071 | METROPOLITAN LIFE INSURANCE COMPANY | $3K | $231 | $3K | 14.03% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METROPOLITAN LIFE INSURANCE COMPANY | $609 | $1K | $2K | 8.99% |
| MERCER HEALTH AND BENEFITS, LLC3 Filed as: MERCER HEALTH & BENEFITS LLC | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | METROPOLITAN LIFE INSURANCE COMPANY | $6K | $1K | $7K | 1810.32% |
| ALLIANT INSURANCE SERVICES, INC.3 | 333 SOUTH HOPE STREET, SUITE 3750 LOS ANGELES, CA 90071 | METROPOLITAN LIFE INSURANCE COMPANY | $2K | -$382 | $1K | 387.57% |
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 | 719 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 7 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 726 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(3 contracts, 3 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 1,047 | $8.7M |
| Dental | CIGNA HEALTH AND LIFE INSURANCE COMPANY | 542 | $365K |
| Vision | VISION SERVICE PLAN | 418 | $72K |
| Life insurance(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 1,047 | $5.5M |
| Short-term disability | COLONIAL LIFE & ACCIDENT INSURANCE COMPANY | 1 | $678 |
| Long-term disability(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 1,047 | $5.5M |
| Prescription drug(2 contracts, 2 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 1,047 | $8.7M |
| Other(5 contracts, 4 carriers) | ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY | 1,047 | $5.6M |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,047 | — |
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.