Form 5500 · Employee benefit plan · OAKLAND, CA
BLOCK, INC.
BLOCK, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MERCER HEALTH AND BENEFITS ADMIN. Coverage is written through AETNA LIFE INSURANCE COMPANY and 11 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 80-0429876 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AETNA LIFE INSURANCE COMPANY | Health | 2,663 | December | $180,966 |
| COMBINED INSURANCE | — | 293 | December | $33,906 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 8,734 | December | $0 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 8,734 | December | $0 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 8,734 | December | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 951 | December | $0 |
| KAISER FOUNDATION HEALTH PLAN OF THE NORTHWEST | Health | 84 | December | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 25 | December | $0 |
| COMPSYCH CORPORATION | — | 9,675 | December | $0 |
| KAISER FOUNDATION HEALTH PLAN OF WASHINGTON | Health | 77 | December | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 155 | December | $0 |
| FEDERAL INSURANCE COMPANY | — | 8,200 | October | $0 |
Questions
Who is BLOCK, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, BLOCK, INC.'s broker of record is MERCER HEALTH AND BENEFITS ADMIN.
What insurance carrier does BLOCK, INC. use?
BLOCK, INC.'s benefit plan is written through AETNA LIFE INSURANCE COMPANY, among 12 disclosed carriers.
When does BLOCK, INC.'s group plan renew?
The most recent Schedule A policy period for BLOCK, INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from BLOCK, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.