Form 5500 · Employee benefit plan · WASHINGTON, DC
THE URBAN INSTITUTE
THE URBAN INSTITUTE's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MERCER HEALTH & BENEFITS LLC. Coverage is written through UNUM LIFE INSURANCE COMPANY OF AMERICA and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 52-0880375 · plan 520 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 613 | December | $50,711 |
| AETNA LIFE INSURANCE COMPANY | Dental | 740 | December | $12,892 |
| ARAG INSURANCE COMPANY | — | 100 | December | $1,334 |
| LIFE INSURANCE COMPANY OF NORTH AMERICA | — | 657 | December | $1,035 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 525 | December | $0 |
| FIDELITY SECURITY LIFE INSURANCE COMPANY | Vision | 9 | December | $0 |
Questions
Who is THE URBAN INSTITUTE's benefits broker?
Per its most recent Form 5500 Schedule A, THE URBAN INSTITUTE's broker of record is MERCER HEALTH & BENEFITS LLC.
What insurance carrier does THE URBAN INSTITUTE use?
THE URBAN INSTITUTE's benefit plan is written through UNUM LIFE INSURANCE COMPANY OF AMERICA, among 6 disclosed carriers.
When does THE URBAN INSTITUTE's group plan renew?
The most recent Schedule A policy period for THE URBAN INSTITUTE ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from THE URBAN INSTITUTE's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.