Form 5500 · Employee benefit plan · CLEARWATER, FL
SCRIBE OPCO, INC. DBA KOOZIE GROUP
SCRIBE OPCO, INC. DBA KOOZIE GROUP'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 LINCOLN NATIONAL LIFE INSURANCE COMPANY and 7 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 82-1795538 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 1,503 | December | $34,965 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 389 | December | $26,137 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 102 | December | $21,960 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 1,179 | December | $17,881 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 148 | December | $14,547 |
| AMERICAN HERITAGE LIFE INSURANCE COMPANY | — | 85 | December | $7,780 |
| VISION SERVICE PLAN | Vision | 827 | December | $2,889 |
| PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD | — | 52 | December | $2,869 |
Questions
Who is SCRIBE OPCO, INC. DBA KOOZIE GROUP's benefits broker?
Per its most recent Form 5500 Schedule A, SCRIBE OPCO, INC. DBA KOOZIE GROUP's broker of record is MERCER HEALTH AND BENEFITS, LLC.
What insurance carrier does SCRIBE OPCO, INC. DBA KOOZIE GROUP use?
SCRIBE OPCO, INC. DBA KOOZIE GROUP's benefit plan is written through LINCOLN NATIONAL LIFE INSURANCE COMPANY, among 8 disclosed carriers.
When does SCRIBE OPCO, INC. DBA KOOZIE GROUP's group plan renew?
The most recent Schedule A policy period for SCRIBE OPCO, INC. DBA KOOZIE GROUP ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SCRIBE OPCO, INC. DBA KOOZIE GROUP's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.