Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$15.9M
- Prescription drug$15.9M
- Dental$1.7M
- Other$1.7M
- Life$1.1M
- Long-term disability$674K
- +2 more
Sponsor portfolioTH
WINN MANAGEMENT GROUP LLC
EIN 04-2582550real estateLatest filing 2024
Plans
2
Retirement
1
$157.6M assets
Welfare
1
$20.8M premiums
Participants
8,846
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $20.8M premiums / 4,061 covered livesCarrier market share
Premium dollars by Schedule A carrier
64%top
- BLUE CROSS OF CALIFORNIA64%
- KAISER FOUNDATION HEALTH PLAN INC12%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY11%
- METROPOLITAN LIFE INSURANCE COMPANY8%
- UNUM LIFE INSURANCE COMPANY OF AMERICA3%
- +2 more
Broker market share
Schedule A broker compensation
99%top
- MERCER HEALTH AND BENEFITS, LLC99%
- CUSTOM BENEFIT PROGRAMS INC1%
- HUB INTERNATIONAL MIDWEST LIMITED0%
- EMPLOYEE FAMILY PROTECTION INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WINN MANAGEMENT GROUP 401(K) SAVINGS PLAN
401k
Assets$157.6M
Participants5,299
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
WINN MANAGEMENT GROUP WELFARE PLAN
Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.
Premiums$20.8M
Covered lives4,061
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WINN MANAGEMENT GROUP 401(K) SAVINGS PLAN | 401k | $157.6M | 5,299 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | WINN MANAGEMENT GROUP WELFARE PLAN | Fully Insured | BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | $20.8M | 4,061 | 2024 |
Retirement plans
Welfare plans