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Benefits broker of record · PHILADELPHIA, PA

MERCER

MERCER of PHILADELPHIA, PA is named as the broker of record on 3 insurance contracts in public Form 5500 Schedule A filings.

One of 10 offices of MERCER.

Contracts brokered
3
Book size
$10k–100k
Office state
PA

Book profile

MERCER brokers 3 insured contracts for 1 employer, all in Pennsylvania.

Health is the largest line (2 contracts), followed by vision (1).

INDEPENDENCE BLUE CROSS writes the most contracts in the book (2, about 67%); CVS PHARMACY, INC follow.

Renewals concentrate on April 1: 100% of the dated welfare contracts have policy years ending in March, so most of the book comes up for review at once.

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 2 · vision 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
COMMUNICATIONS TEST DESIGN, INC.WEST CHESTER, PAINDEPENDENCE BLUE CROSSApr 1FY2025
COMMUNICATIONS TEST DESIGN, INC.WEST CHESTER, PACVS PHARMACY, INCApr 1FY2025
COMMUNICATIONS TEST DESIGN, INC.WEST CHESTER, PAINDEPENDENCE BLUE CROSSApr 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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