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Benefits brokerage · 2 offices

MERCER HEALTH AND BENEFITS - IND

MERCER HEALTH AND BENEFITS - IND is named as the broker of record on 5 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.

Offices
2
Contracts
5
Carriers
1

Offices

Largest book first.

A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.

CityStateContracts
CHICAGOIL4
DEERFIELDIL1

Book profile

MERCER HEALTH AND BENEFITS - IND brokers 5 insured contracts for 1 employer, all in Indiana.

The book is entirely disability coverage.

UNUM LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (5, about 100%).

Renewals concentrate on February 1: 100% of the dated welfare contracts have policy years ending in January, so most of the book comes up for review at once.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

disability 2

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationOfficeCarrierRenews
THE HERITAGE GROUP HEALTH PLAN BENEFITS COMMITTEEINDIANAPOLIS, INCHICAGO, ILUNUM LIFE INSURANCE COMPANY OF AMERICAJan 2FY2025
THE HERITAGE GROUP HEALTH PLAN BENEFITS COMMITTEEINDIANAPOLIS, INCHICAGO, ILUNUM LIFE INSURANCE COMPANY OF AMERICAJan 2FY2025
THE HERITAGE GROUP HEALTH PLAN BENEFITS COMMITTEEINDIANAPOLIS, INDEERFIELD, ILUNUM LIFE INSURANCE COMPANY OF AMERICAJan 2FY2025
THE HERITAGE GROUP HEALTH PLAN BENEFITS COMMITTEEINDIANAPOLIS, INCHICAGO, ILUNUM LIFE INSURANCE COMPANY OF AMERICAJan 2FY2025
THE HERITAGE GROUP HEALTH PLAN BENEFITS COMMITTEEINDIANAPOLIS, INCHICAGO, ILUNUM LIFE INSURANCE COMPANY OF AMERICAJan 2FY2025

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2025 on this page)