Form 5500 · Employee benefit plan · NEW YORK, NY
STAGWELL GLOBAL LLC
The filing calls this plan STAGWELL GLOBAL LLC WELFARE BENEFIT PLAN.
STAGWELL GLOBAL LLC of NEW YORK, NY spreads its employee benefits across 7 insurance carriers, according to its Form 5500 Schedule A. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 87-1877859 · plan 501 · plan year 2025, filed Jul 14, 2026
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3,536 other employer plans in New York have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Both, as reported
The medical insurance contracts on the filing cover fewer than half the people in the plan, so the rest is paid another way.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Health: the largest of the 3 insured health contracts, with KAISER FOUNDATION HEALTH PLAN, INC., covers 69 of 5,006 participants (1.4%) on Schedule A.
Also declared: prepaid legal, death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 9 insured contracts covering health, dental, vision, life and disability; the largest, with ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS, covers 8,103 people.
Reported premium across the insured contracts is $8,314,420, with $573,884 in disclosed broker commissions — about 6.9% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
MERCER HEALTH AND BENEFITS, LLC is the broker of record on 1 of the 9 contracts; the rest name a different broker or none.
7 carriers appear on the filing, including ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS, SUN LIFE AND HEALTH INSURANCE COMPANY, VISION SERVICE PLAN and KAISER FOUNDATION HEALTH PLAN, INC.. ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS writes the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE AND HEALTH INSURANCE COMPANY | Life, Disability | 5,484 | Jan 1, 2026 | $2,293,579 | $351,598 |
| RELIASTAR LIFE INSURANCE COMPANY | — | 1,732 | Jan 1, 2026 | $423,655 | $128,265 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 69 | Jan 1, 2026 | $497,548 | $27,783 |
| VISION SERVICE PLAN | Vision | 4,235 | Jan 1, 2026 | $666,136 | $20,005 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 48 | Jan 1, 2026 | $385,028 | $18,450 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 579 | Jan 1, 2026 | $137,289 | $13,668 |
| TRUSTMARK INSURANCE COMPANY | Life | 31 | Jan 1, 2026 | $55,615 | $12,793 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 7 | Jan 1, 2026 | $37,783 | $1,322 |
| ANTHEM HEALTH PLANS OF VIRGINIA DBA ANTHEM BCBS | Dental | 8,103 | Jan 1, 2026 | $3,817,787 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
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Renewal calendar
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