Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.4M
- Dental$176K
- Short-term disability$85K
- Life$72K
- Other$72K
- Long-term disability$62K
- +1 more
Sponsor portfolio
MAGNOLIA CAPITAL MANAGEMENT COMPANY, INC.
EIN 81-3604920Latest filing 2025
Plans
2
Retirement
1
$391K assets
Welfare
1
$2.8M premiums
Participants
667
1 N WACKER DR STE 2400 - CHICAGO, IL 606062866312-881-4445
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.8M premiums / 388 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- UNITEDHEALTHCARE INSURANCE COMPANY85%
- UNITED OF OMAHA LIFE INSURANCE COMPANY15%
Broker market share
Schedule A broker compensation
61%top
- MARSH & MCLENNAN AGENCY LLC61%
- THE HORTON GROUP39%
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 CAPITAL MANAGEMENT COMPANY, INC. 401(K) PLAN
401k
Assets$391K
Participants240
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MAGNOLIA CAPITAL MANAGEMENT COMPANY, INC. HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.8M
Covered lives388
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MAGNOLIA CAPITAL MANAGEMENT COMPANY, INC. 401(K) PLAN | 401k | $391K | 240 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MAGNOLIA CAPITAL MANAGEMENT COMPANY, INC. HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.8M | 388 | 2025 |
Retirement plans
Welfare plans