Form 5500 · Employee benefit plan · IRVING, TX
CATERPILLAR INC.
CATERPILLAR INC. of IRVING, TX files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MERCER HEALTH & BENEFITS ADMIN LLC. Coverage is written through RELIASTAR LIFE INSURANCE COMPANY and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 37-0602744 · plan 542 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| RELIASTAR LIFE INSURANCE COMPANY | — | 19,369 | December | $2,668,415 | $1,653,376 |
| ARAG INSURANCE COMPANY | — | 11,594 | December | $1,196,761 | $119,676 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life | 7,175 | December | $8,205,321 | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 25 | December | $80,150 | $0 |
Questions
Who is CATERPILLAR INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, CATERPILLAR INC.'s broker of record is MERCER HEALTH & BENEFITS ADMIN LLC.
What insurance carrier does CATERPILLAR INC. use?
CATERPILLAR INC.'s benefit plan is written through RELIASTAR LIFE INSURANCE COMPANY, among 4 disclosed carriers.
When does CATERPILLAR INC.'s group plan renew?
The most recent Schedule A policy period for CATERPILLAR INC. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from CATERPILLAR INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.