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Sponsor portfolioWelfare / HealthEIN 26-2459836

MERCER ADVISORS INC.

1200 17TH STREET · DENVER, CO 80202
8888858101
Plans filed
5
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$17.6M
No prior year
Persons covered
2,091
No prior year
Total participants
1,746
No prior year
Plans filed
5
No prior year

Plans under this sponsor

5 plans
Plan #506$17.6M
MERCER ADVISORS WELFARE BENEFIT PLAN
Mixed2,091 covered·3 carriers
Primary: CIGNA HEALTH AND LIFE INSURANCE COMPANY
Plan #504$1.2M
MERCER GLOBAL ADVISIORS LIFE INSURANCE PLAN
Fully insured272 covered·2 carriers
Primary: UNITED HEALTHCARE INSURANCE COMPANY
Plan #502$1.1M
MERCER GLOBAL ADVISORS HEALTH INSURANCE PLAN
Fully insured272 covered·1 carrier
Primary: UNITED HEALTHCARE INSURANCE COMPANY
Plan #505$1.1M
MERCER GLOBAL ADVISORS DENTAL INSURANCE PLAN
Fully insured272 covered·1 carrier
Primary: UNITED HEALTHCARE INSURANCE COMPANY
Plan #503$16K
MERCER GLOBAL ADVISORS VISION INSURANCE PLAN
Fully insured90 covered·1 carrier
Primary: VISION SERVICE PLAN

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$17.5M32.6%
Health$16.3M30.5%
Prescription drug$16.3M30.5%
Life$1.1M2.1%
Short-term disability$1.1M2.1%
Long-term disability$1.1M2.1%
Vision$101K0.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
HRxOth
$16.3M93.0%111,213
UNUM LIFE INSURANCE COMPANY OF AMERICA
EIN 010278678
LSTDLTDOth
$1.1M6.4%111,746
AETNA LIFE INSURANCE COMPANY
EIN 066033492
V
$101K0.6%112,091

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLCCONSHOHOCKEN, PACIGNA HEALTH AND LIFE INSURANCE COMPANY, AETNA LIFE INSURANCE COMPANY, UNUM LIFE INSURANCE COMPANY OF AMERICA$145K$507K$652K99.1%1
OPTAVISE, LLCPITTSBURGH, PACIGNA HEALTH AND LIFE INSURANCE COMPANY$0$6K$6K0.9%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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