| 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. | $131K | $0 | $131K | 1.46% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | $17K | $0 | $17K | 2.81% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $10K | $0 | $10K | 5.00% |
| MERCER HEALTH AND BENEFITS, LLC3 | 155 N WACKER DRIVE, SUITE 1500 CHICAGO, IL 60606 | KAISER FOUNDATION HEALTH PLAN INC. | $3K | $0 | $3K | 1.32% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $0 | $4K | 5.00% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY, LLC | 1820 EAST 1ST STREET, SUITE 400 SANTA ANA, CA 92705 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $2K | $2K | 1.74% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $4K | $0 | $4K | 5.00% |
| EOI SERVICE COMPANY INC3 Filed as: EOI SERVICE COMPANY, LLC | 1820 EAST 1ST STREET, SUITE 400 SANTA ANA, CA 92705 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $0 | $2K | $2K | 2.08% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | FIDELITY SECURITY LIFE INSURANCE COMPANY | $2K | $0 | $2K | 3.22% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | KAISER FOUNDATION HEALTH PLAN OF COLORADO | $889 | $0 | $889 | 1.50% |
| MERCER HEALTH AND BENEFITS, LLC3 | 1301 FIFTH AVENUE, SUITE 1900 SEATTLE, WA 98101 | KAISER FOUNDATION PLAN OF WASHINGTON | $1K | $0 | $1K | 2.54% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $0 | $1K | 5.00% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $1K | $0 | $1K | 5.00% |
| MERCER HEALTH AND BENEFITS, LLC3 | 4565 PAYSPHERE CIRCLE CHICAGO, IL 60674 | UNITED OF OMAHA LIFE INSURANCE COMPANY | $324 | $0 | $324 | 5.00% |
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 | 847 | Currently employed and enrolled or eligible. |
| Retired/separated still receiving benefits | 43 | Continuation coverage (COBRA, retiree health). |
| Retired/separated still eligible | 0 | Vested but not currently using benefits. |
| Total participants (= "Plan participants" tile) | 890 | Active + retired/separated + beneficiaries. No dependents. |
| Coverage | Top carrier | Persons covered EOY | Premium |
|---|---|---|---|
| Health (medical)(6 contracts, 5 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 1,367 | $9.6M |
| Dental(2 contracts, 2 carriers) | CIGNA HEALTH AND LIFE INSURANCE COMPANY AND AFFILIATES | 574 | $900K |
| Vision | FIDELITY SECURITY LIFE INSURANCE COMPANY | 1,575 | $69K |
| Life insurance(2 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 750 | $230K |
| Short-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 198 | $6K |
| Long-term disability | UNITED OF OMAHA LIFE INSURANCE COMPANY | 132 | $24K |
| Prescription drug(5 contracts, 4 carriers) | KAISER FOUNDATION HEALTH PLAN INC. | 1,367 | $9.3M |
| Other(4 contracts) | UNITED OF OMAHA LIFE INSURANCE COMPANY | 750 | $404K |
| Persons covered (= "Persons covered" tile) | Max across the rows above | 1,575 | — |
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.