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Benefits broker of record · SAN DIEGO, CA

MERCER HEALTH AND BENEFITS, LLC.

MERCER HEALTH AND BENEFITS, LLC. of SAN DIEGO, CA is named as the broker of record on 4 insurance contracts in public Form 5500 Schedule A filings.

One of 69 offices of MERCER HEALTH AND BENEFITS, LLC.

Contracts brokered
4
Book size
$100k–1M
Office state
CA

Book profile

MERCER HEALTH AND BENEFITS, LLC. brokers 4 insured contracts for 4 employers, across 2 states, led by CA, NV.

Health is the largest line (3 contracts), followed by dental (1), life (1).

UNITEDHEALTHCARE INSURANCE COMPANY writes the most contracts in the book (2, about 50%); CIGNA HEALTH AND LIFE INSURANCE COMPANY, SHARP HEALTH PLAN follow.

Renewals are spread through the year; June 1 renewals (policy year ends May) are the largest group, at 25% of the dated welfare contracts.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

health 3 · dental 1 · life 1

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  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
FF PROPERTIES, L.P.SAN DIEGO, CACIGNA HEALTH AND LIFE INSURANCE COMPANYJul 1FY2025
NEXUS BRANDS GROUP, INC.ORANGE, CAUNITEDHEALTHCARE INSURANCE COMPANYOct 1FY2025
OLD GLOBE THEATRESAN DIEGO, CASHARP HEALTH PLANJun 1FY2025
ACADEMICA NEVADA, LLCLAS VEGAS, NVUNITEDHEALTHCARE INSURANCE COMPANYDec 1FY2025

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)

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