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Form 5500 · Employee benefit plan · DALLAS, TX

MERITON LLC

MERITON LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 83-3801275 · plan 501 · as of Jul 2026

Participants
1,116
Carriers on file
3
Disclosed commissions
$162,786
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
SUN LIFE ASSURANCE COMPANY OF CANADADental, Vision993December$101,257
LINCOLN NATIONAL LIFE INSURANCE COMPANYLife1,403December$33,158
LINCOLN NATIONAL LIFE INSURANCE COMPANYDisability1,403December$28,371

Questions

Who is MERITON LLC's benefits broker?

Per its most recent Form 5500 Schedule A, MERITON LLC's broker of record is MARSH & MCLENNAN AGENCY LLC.

What insurance carrier does MERITON LLC use?

MERITON LLC's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 3 disclosed carriers.

When does MERITON LLC's group plan renew?

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

Where does this data come from?

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