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Form 5500 · Employee benefit plan · CHARLOTTE, NC

HEPACO, LLC

Public Form 5500 records show how HEPACO, LLC (CHARLOTTE, NC) structures its employee benefits. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 5 other carriers. The plan's most recent policy period ended in May.

Benefits broker of record
Plan renews
May

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-1428449 · plan 501 · as of Jul 2026

Participants
989
Carriers on file
6
Disclosed commissions
$54,709
Renewal month
May

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability977May$22,947
AETNA LIFE INSURANCE CO.Dental, Vision1,270May$10,730
UNUM LIFE INSURANCE COMPANY OF AMERICALife465May$10,424
UNUM INSURANCE COMPANY256May$5,110
UNUM INSURANCE COMPANY238May$3,167
UNUM INSURANCE COMPANY207May$2,331

Questions

Who is HEPACO, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, HEPACO, LLC's broker of record is MERCER HEALTH AND BENEFITS, LLC.

What insurance carrier does HEPACO, LLC use?

HEPACO, LLC's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 6 disclosed carriers.

When does HEPACO, LLC's group plan renew?

The most recent Schedule A policy period for HEPACO, LLC ended in May. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from HEPACO, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.