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Benefits broker of record · PHOENIX, AZ

MERCER HEALTH & BENEFITS, LLC

MERCER HEALTH & BENEFITS, LLC of PHOENIX, AZ is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
3
Book size
under $10k
States
AZ

Book profile

MERCER HEALTH & BENEFITS, LLC brokers 3 insured contracts for 2 employers covering 2,431 people, across 2 states, led by IA, WI.

The book is entirely vision coverage.

FIDELITY SECURITY LIFE writes the most contracts in the book (1, about 33%); FIDELITY SECURITY LIFE INSURANCE COMPANY follow.

Renewals concentrate in December — 67% of contracts — so most of the book comes up for review at once.

Employer states
Lines of coverage

vision 2

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
UNITYPOINT HEALTH-MERITERMADISON, WIFIDELITY SECURITY LIFE INSURANCE COMPANYDecember
CENTRAL COLLEGEPELLA, IAFIDELITY SECURITY LIFEDecember

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