Form 5500 · Employee benefit plan · KANSAS CITY, MO
H&R BLOCK MANAGEMENT, LLC
Public Form 5500 records show how H&R BLOCK MANAGEMENT, LLC (KANSAS CITY, MO) structures its employee benefits. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA and 8 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 43-1632589 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life | 2,492 | December | $88,232 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Disability | 2,491 | December | $32,408 |
| VISION SERVICE PLAN | Vision | 1,869 | December | $17,593 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 25 | December | $12,119 |
| ACE AMERICAN INSURANCE COMPANY | — | 2,412 | December | $3,563 |
| HEALTH ADVOCATE SOLUTIONS INC. | — | 48,058 | December | $0 |
| FEDERAL INSURANCE COMPANY | — | 937 | December | $0 |
| METLIFE LEGAL PLANS | — | 1,331 | December | $0 |
| FEDERAL INSURANCE COMPANY | — | 2,240 | December | $0 |
Questions
Who is H&R BLOCK MANAGEMENT, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, H&R BLOCK MANAGEMENT, LLC's broker of record is MERCER HEALTH AND BENEFITS, LLC.
What insurance carrier does H&R BLOCK MANAGEMENT, LLC use?
H&R BLOCK MANAGEMENT, LLC's benefit plan is written through LIFE INSURANCE COMPANY OF NORTH AMERICA, among 9 disclosed carriers.
When does H&R BLOCK MANAGEMENT, LLC's group plan renew?
The most recent Schedule A policy period for H&R BLOCK MANAGEMENT, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from H&R BLOCK MANAGEMENT, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.