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Sponsor portfolio

MAGNOLIA MANAGEMENT GROUP

EIN 47-3755328-management consulting-Latest filing 2025
Plans
3
Retirement
1
$1.2M assets
Welfare
2
$207K premiums
Participants
264
5445 SMITH ROAD - BROOK PARK, OH 44142216-332-9360magnolia-mgmt.comLinkedIn11-50 employeesmanagement consulting
Plans on this EIN
3 filings
#001401k-$1.2M - 12 part#502Fully Insured-$180K - 146 lives#501Fully Insured-$27K - 310 lives

Benefits portfolio analytics

2 plans / $207K premiums / 456 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$180K
  • Prescription drug$180K
  • Dental$27K
  • Vision$27K
  • Life$27K
  • Other$27K
Total $207K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY87%
  • METROPOLITAN LIFE INSURANCE COMPANY13%
Total $207K2 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • NFP INSURANCE SERVICES INC88%
  • CENTRO BENEFITS RESEARCH LLC12%
Total $13K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MAGNOLIA MANAGEMENT GROUP 401(K) PLAN

401k

Assets$1.2M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MAGNOLIA MANAGEMENT GROUP

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$180K
Covered lives146
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

MAGNOLIA MANAGEMENT GROUP

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$27K
Covered lives310
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MAGNOLIA MANAGEMENT GROUP 401(K) PLAN401k$1.2M122024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MAGNOLIA MANAGEMENT GROUPFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$180K1462025
501MAGNOLIA MANAGEMENT GROUPFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$27K3102025
Retirement plans
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