form5500lookup

Benefits brokerage · 53 offices

MERCER HEALTH & BENEFITS LLC

MERCER HEALTH & BENEFITS LLC is named as the broker of record on 2,864 insurance contracts across its 53 offices in public Form 5500 Schedule A filings.

Offices
53
Contracts
2,864
Carriers
237

Offices

The 12 offices with the largest books, largest first. The other 41 are in the list below.

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.

All 53 offices

Every office that files under the MERCER HEALTH & BENEFITS LLC name, largest book first.

Book profile

MERCER HEALTH & BENEFITS LLC brokers 2,864 insured contracts for 1,112 employers, across 49 states, led by NY, CA, NJ.

Life is the largest line (751 contracts), followed by disability (695), health (574), vision (381).

METROPOLITAN LIFE INSURANCE COMPANY writes the most contracts in the book (312, about 11%); LIFE INSURANCE COMPANY OF NORTH AMERICA, CIGNA HEALTH AND LIFE INSURANCE COMPANY, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY follow.

Renewals concentrate on January 1: 84% 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 751 · disability 695 · health 574 · vision 381 · dental 365 · stop-loss 37

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
STEELWORKERS HEALTH AND WELFARE FUNDPITTSBURGH, PAMINNEAPOLIS, MNHIGHMARK INC.Jan 1FY2024
TESLA, INC.PALO ALTO, CACHICAGO, ILKAISER FOUNDATION HEALTH PLAN, INC.Jan 1FY2025
GUARDIAN INDEPENDENT OPERATOR ASSOCIATION, INC.KENNESAW, GACHICAGO, ILBLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.Jan 1FY2025
NORTHWESTERN UNIVERSITYEVANSTON, ILCHICAGO, ILHEALTH CARE SERVICE CORPORATIONJan 1FY2024
WALMART INC.BENTONVILLE, ARCHICAGO, ILTHE LINCOLN NATIONAL LIFE INSURANCE COMPANYJan 1FY2025
Subscriber access
1,107

more employers in MERCER HEALTH & BENEFITS 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)