Form 5500 · Employee benefit plan · ST. LOUIS, MO
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO., L.P.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MERCER HEALTH & BENEFITS LLC. Coverage is written through HAWAII MEDICAL SERVICE ASSOCIATION and 4 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 43-0345811 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| HAWAII MEDICAL SERVICE ASSOCIATION | Health | 232 | December | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 1,203 | December | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life, Disability | 98,306 | December | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 539 | December | $0 |
| METROPOLITAN LIFE INSURANCE COMPANY | Life | 58,813 | December | $0 |
Questions
Who is EDWARD D. JONES & CO., L.P.'s benefits broker?
Per its most recent Form 5500 Schedule A, EDWARD D. JONES & CO., L.P.'s broker of record is MERCER HEALTH & BENEFITS LLC.
What insurance carrier does EDWARD D. JONES & CO., L.P. use?
EDWARD D. JONES & CO., L.P.'s benefit plan is written through HAWAII MEDICAL SERVICE ASSOCIATION, among 5 disclosed carriers.
When does EDWARD D. JONES & CO., L.P.'s group plan renew?
The most recent Schedule A policy period for EDWARD D. JONES & CO., L.P. ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from EDWARD D. JONES & CO., L.P.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.