Form 5500 · Employee benefit plan · LOUISVILLE, KY
SAZERAC COMPANY
SAZERAC COMPANY'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 HARTFORD LIFE AND ACCIDENT and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 72-0310180 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| HARTFORD LIFE AND ACCIDENT | Life, Disability | 4,065 | December | $194,833 |
| DELTA DENTAL OF KENTUCKY | Dental | 7,332 | December | $161,956 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | 1,056 | December | $47,439 |
| ANTHEM HEALTH PLANS OF KENTUCKY, INC. | Vision | 3,158 | December | $40,780 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | 836 | December | $24,996 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | 1,541 | December | $22,297 |
| HEALTH ADVOCATE SOLUTIONS INC. | — | 4,801 | December | $0 |
| UNIVERSITY HEALTH ALLIANCE | Health, Vision | 8 | December | $0 |
Questions
Who is SAZERAC COMPANY's benefits broker?
Per its most recent Form 5500 Schedule A, SAZERAC COMPANY's broker of record is MERCER HEALTH AND BENEFITS, LLC.
What insurance carrier does SAZERAC COMPANY use?
SAZERAC COMPANY's benefit plan is written through HARTFORD LIFE AND ACCIDENT, among 8 disclosed carriers.
When does SAZERAC COMPANY's group plan renew?
The most recent Schedule A policy period for SAZERAC COMPANY ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SAZERAC COMPANY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.