form5500lookup

Benefits broker of record · PORTLAND, OR

MERCER HEALTH AND BENEFITS, LLC

MERCER HEALTH AND BENEFITS, LLC of PORTLAND, OR is named as the broker of record on 21 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
21
Book size
$100k–1M
States
OR

Book profile

MERCER HEALTH AND BENEFITS, LLC brokers 21 insured contracts for 12 employers covering 3,113 people, across 3 states, led by OR, WA, MO.

Health is the largest line (12 contracts), followed by vision (5), life (1), disability (1).

REGENCE BLUECROSS BLUESHIELD OF OREGON writes the most contracts in the book (7, about 33%); KAISER FOUNDATION HEALTH PLAN OF WASHINGTON, PROVIDENCE HEALTH PLAN, ASURIS NORTHWEST HEALTH follow.

Renewals are spread through the year; December is the busiest month at 33% of contracts.

Employer states
Lines of coverage

health 12 · vision 5 · life 1 · disability 1

Renewals by month
  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
ZIMMER GUNSUL FRASCA ARCHITECTS, LLPPORTLAND, ORREGENCE BLUECROSS BLUESHIELD OF OREGONJuly
LATTICE SEMICONDUCTOR CORPORATIONHILLSBORO, ORREGENCE BLUECROSS BLUESHIELD OF OREGONDecember
TRILLIUM FAMILY SERVICESPORTLAND, ORREGENCE BLUECROSS BLUESHIELD OF OREGONDecember
WACOM TECHNOLOGY CORPORATIONVANCOUVER, WAPROVIDENCE HEALTH PLANDecember
LACROSSE FOOTWEAR, INC.PORTLAND, ORREGENCE BLUECROSS BLUESHIELD OF OREGONMay
Subscriber access
8

more plans in MERCER HEALTH AND BENEFITS, LLC's book

See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A