Form 5500 · Employee benefit plan · HOUSTON, TX
MERCHANTWISE SOLUTIONS, LLC
MERCHANTWISE SOLUTIONS, LLC'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, LLC. Coverage is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY and 10 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 83-2259738 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 150 | December | $157 |
| LEGAL ACCESS SERVICE GROUP, LLC | — | 3 | December | $48 |
| AMERITAS LIFE INSURANCE COMPANY | Dental, Vision | 668 | December | $0 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 355 | December | $0 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 112 | December | $0 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 355 | December | $0 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 74 | December | $0 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 85 | December | $0 |
| BLUECROSS BLUESHIELD OF TEXAS | Health | 487 | December | $0 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 2 | December | $0 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health, Dental, Vision, Life | 2 | June | $0 |
Questions
Who is MERCHANTWISE SOLUTIONS, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, MERCHANTWISE SOLUTIONS, LLC's broker of record is MERCER HEALTH AND BENEFITS, LLC.
What insurance carrier does MERCHANTWISE SOLUTIONS, LLC use?
MERCHANTWISE SOLUTIONS, LLC's benefit plan is written through THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 11 disclosed carriers.
When does MERCHANTWISE SOLUTIONS, LLC's group plan renew?
The most recent Schedule A policy period for MERCHANTWISE SOLUTIONS, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from MERCHANTWISE SOLUTIONS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.