Benefits broker of record · SAN FRANCISCO, CA
MERCER HEALTH AND BENEFITS, LLC
MERCER HEALTH AND BENEFITS, LLC of SAN FRANCISCO, CA is named as the broker of record on 38 insurance contracts in public Form 5500 Schedule A filings.
One of 69 offices of MERCER HEALTH AND BENEFITS, LLC.
38 contracts on file name MERCER HEALTH AND BENEFITS, LLC as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
MERCER HEALTH AND BENEFITS, LLC brokers 38 insured contracts for 34 employers, across 15 states, led by CA, NY, MO.
Life is the largest line (22 contracts), followed by health (10), disability (2), dental (1).
TRANSAMERICA LIFE INSURANCE COMPANY writes the most contracts in the book (24, about 63%); KAISER FOUNDATION HEALTH PLAN, INC., STANDARD LIFE INS CO OF NY, ACE AMERICAN INSURANCE COMPANY follow.
Renewals concentrate on January 1: 95% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
life 22 · health 10 · disability 2 · dental 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| ALTICE USA, INC. | LONG ISLAND CITY, NY | TRANSAMERICA LIFE INSURANCE COMPANY | Jan 1FY2024 |
| LATTICE SEMICONDUCTOR CORPORATION | HILLSBORO, OR | KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Jan 1FY2024 |
| BRAZE, INC. | NEW YORK, NY | STANDARD LIFE INS CO OF NY | Jan 1FY2025 |
| CUSHMAN & WAKEFIELD | CHICAGO, IL | TRANSAMERICA LIFE INSURANCE COMPANY | Jan 1FY2025 |
| BRAZE, INC. | NEW YORK, NY | STANDARD LIFE INS CO OF NY | Jan 1FY2025 |
more employers 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 · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)
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