form5500lookup

Benefits broker of record · PITTSFORD, NY

MERCER HEALTH AND BENEFITS

MERCER HEALTH AND BENEFITS of PITTSFORD, NY is named as the broker of record on 17 insurance contracts in public Form 5500 Schedule A filings.

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

Contracts brokered
17
Book size
$10k–100k
Office state
NY

17 contracts on file name MERCER HEALTH AND BENEFITS 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 brokers 17 insured contracts for 11 employers, across 10 states, led by FL, NC, ND.

Life is the largest line (9 contracts), followed by disability (8), health (1).

STANDARD INSURANCE COMPANY writes the most contracts in the book (15, about 88%); UNITEDHEALTHCARE INSURANCE COMPANY follow.

Renewals are spread through the year; January 1 renewals (policy year ends December) are the largest group, at 41% 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.

life 9 · disability 8 · health 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
NATIONAL AUSTRALIA BANKNEW YORK, NYUNITEDHEALTHCARE INSURANCE COMPANYMar 1FY2025
BORDER STATES INDUSTRIES INC.FARGO, NDSTANDARD INSURANCE COMPANYJan 1FY2025
BORDER STATES INDUSTRIES INC.FARGO, NDSTANDARD INSURANCE COMPANYJan 1FY2025
WOMEN'S CARE ENTERPRISES, LLCTAMPA, FLSTANDARD INSURANCE COMPANYApr 1FY2026
WOMEN'S CARE ENTERPRISES, LLCTAMPA, FLSTANDARD INSURANCE COMPANYApr 1FY2026
Subscriber access
7

more employers in MERCER HEALTH AND BENEFITS's book

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

Subscribe — from $39/moAlready subscribed? Sign in

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2025–2026 on this page)

Claude & ChatGPT

Look up records from Claude or ChatGPT

Add Form5500Lookup to Claude or ChatGPT and ask about any employer, broker or carrier in plain English. Lookups are free. Renewal lists, full books of business and exports are included with a subscription.

Building a list or a tool from these records? Match a list you already have from $29 per 1,000 records, or license the whole dataset as a weekly file for $499 a month. See both

Add to Claude Set up ChatGPT