Plan Ledger DOL Form 5500 · updated monthly

Winn Management Group LLCbenefits

Winn Management Group Welfare Plan · BOSTON, MA · plan year 2024

Broker compensation reported · 2024
$945,851

Winn Management Group LLC's benefits plans covered 3,538 active participants in 2024, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $13,277,629. Insurance brokers and agents were paid $945,851 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 7.1% of premiums. That is $267 per covered person, above the median for employer plans that report broker pay. Broker pay rose 26% from $748,881 in 2023.

Insurance contracts · 202416
BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. · health drug ppo$13.3M · 1,575 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 961 covered
PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY · lifepremiums n/a · 383 covered
VISION SERVICE PLAN · visionpremiums n/a · 2,127 covered
METROPOLITAN LIFE INSURANCE COMPANY · dentalpremiums n/a · 4,061 covered
METROPOLITAN GENERAL INSURANCE COMPANYpremiums n/a · 249 covered
HAWAII MEDICAL SERVICE ASSOCIATION · health drug hmo ppopremiums n/a · 4 covered
UNUM INSURANCE COMPANYpremiums n/a · 1,007 covered
UNUM INSURANCE COMPANYpremiums n/a · 655 covered
KAISER FOUNDATION HEALTH PLAN INC · health drug hmopremiums n/a · 174 covered
KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. · health drug hmopremiums n/a · 42 covered
KAISER FOUNDATION HEALTH PLAN INC · health drug hmopremiums n/a · 181 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 3,688 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 3,692 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANY · stdpremiums n/a · 2,509 covered
FIRST UNUM LIFE INSURANCE COMPANY · lifepremiums n/a · 40 covered
Brokers & agents paid · 20244
MERCER HEALTH AND BENEFITS, LLC.$939,575 · incl $133,186 fees
CUSTOM BENEFIT PROGRAMS, INC.$5,342 · incl $4 fees
EMPLOYEE FAMILY PROTECTION, INC.$52
Also brokered by Mercer5
Lowes Companies, Inc. NC$10,259,702
Caterpillar Inc. TX$5,319,156

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 042582550 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.