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Form 5500 · Employee benefit plan · NORWALK, CT

TALIVITY, INC.

TALIVITY, INC. of NORWALK, CT is a 668-participant administrative and support services employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY 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 47-4689688 · plan 501 · as of Aug 2026

Participants
668
Carriers on file
5
Disclosed commissions
$141,230
Renewal month
December

Plan brief

Schedule A lists 5 insured contracts covering health, dental, vision and life; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 532 people.

Reported premium across the insured contracts is $3,990,601, with $141,230 in disclosed broker commissions — about 3.5% 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 all 5 contracts.

3 carriers appear on the filing — UNITEDHEALTHCARE INSURANCE COMPANY, VISION SERVICE PLAN and STANDARD INSURANCE COMPANY — with UNITEDHEALTHCARE INSURANCE COMPANY writing the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
UNITEDHEALTHCARE INSURANCE COMPANYHealth, Dental532December$3,840,914$127,474
STANDARD INSURANCE COMPANY50December$33,716$5,945
STANDARD INSURANCE COMPANY234December$36,933$3,172
STANDARD INSURANCE COMPANYLife526December$32,160$2,857
VISION SERVICE PLANVision265December$46,878$1,782

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