form5500lookup

Benefits brokerage · 5 offices

MERCER HEALTH & BENEFIT, LLC

MERCER HEALTH & BENEFIT, LLC is named as the broker of record on 46 insurance contracts across its 5 offices in public Form 5500 Schedule A filings.

Offices
5
Contracts
46
Carriers
10

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
NEW YORKNY27
CHICAGOIL10
SAINT LOUISMO4
ST. LOUISMO3
No city on file—2

Book profile

MERCER HEALTH & BENEFIT, LLC brokers 46 insured contracts for 45 employers, across 19 states, led by NY, PA, VA.

Life is the largest line (5 contracts), followed by health (3), dental (2), disability (2).

FEDERAL INSURANCE COMPANY writes the most contracts in the book (25, about 54%); ACE AMERICAN INSURANCE COMPANY, CIGNA HEALTH AND LIFE INSURANCE COMPANY, COMPANION LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 59% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Contracts by employer state

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

StateContracts
Lines of coverage

Contracts by line.

life 5 · health 3 · dental 2 · disability 2 · vision 1

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
ASTRAZENECA PHARMACEUTICALS LPWILMINGTON, DECHICAGO, ILMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2024
PORTLAND GENERAL ELECTRIC COMPANYPORTLAND, ORCHICAGO, ILMETROPOLITAN LIFE INSURANCE COMPANYJan 1FY2024
BLACKROCK, INC.NEW YORK, NYNEW YORK, NYACE AMERICAN INSURANCE COMPANYApr 1FY2024
MCKINSEY & COMPANY, INC.NEW YORK, NYNEW YORK, NYFEDERAL INSURANCE COMPANYJan 1FY2025
H E BUTT GROCERY COMPANYSAN ANTONIO, TXNEW YORK, NYFEDERAL INSURANCE COMPANYJun 16FY2025
Subscriber access
40

more employers in MERCER HEALTH & BENEFIT, LLC's book

See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)