Form 5500 · Employee benefit plan · RALEIGH, NC
MERZ, INC.
Public Form 5500 records show how MERZ, INC. (RALEIGH, NC) structures its employee benefits. Its broker of record is USI INSURANCE SERVICES LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 56-1540459 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Dental, Life, Disability | 1,895 | June | $273,439 |
| UNUM INSURANCE COMPANY | — | 233 | December | $32,605 |
| VISION SERVICE PLAN | Vision | 740 | June | $15,845 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 951 | June | $4,318 |
| HEALTH ADVOCATE SOLUTIONS, INC. | — | 960 | June | $0 |
Questions
Who is MERZ, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, MERZ, INC.'s broker of record is USI INSURANCE SERVICES LLC.
What insurance carrier does MERZ, INC. use?
MERZ, INC.'s benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 5 disclosed carriers.
When does MERZ, INC.'s group plan renew?
The most recent Schedule A policy period for MERZ, INC. ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from MERZ, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.