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Form 5500 · Employee benefit plan · EAST LONGMEADOW, MA

MAGNOLIA MANAGEMENT COMPANY LLC

Public Form 5500 records show how MAGNOLIA MANAGEMENT COMPANY LLC of EAST LONGMEADOW, MA, a corporate management employer, structures its employee benefits. Its broker of record is HUB INTERNATIONAL NEW ENGLAND LLC. Coverage is written through HARVARD PILGRIM HEALTH CARE and 3 other carriers. The plan's most recent policy period ended in November.

Benefits broker of record
Policy year ends
Novemberas filed for plan year 2025

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-1185860 · plan 501 · plan year 2025, filed Jul 15, 2026

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How this plan is funded

Fully insured as reported

The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.

All participants at the start of the year
136
Active at start of year
136
Active at end of year
147
Disclosed commissions
$99,103
Typical renewal
December 1

Benefits declared on this filing

Healthinsured — HARVARD PILGRIM HEALTH CARE128 of 136 participants (94%)
Dentalinsured — THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA147 of 136 participants
Visionnot declared on this filing
Lifeinsured — SYMETRA LIFE INSURANCE COMPANY147 of 136 participants on the largest contract
Disabilityinsured — SYMETRA LIFE INSURANCE COMPANY147 of 136 participants

Also declared: death benefits.

Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.

Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.

Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.

Plan brief

Schedule A lists 4 insured contracts covering health, dental, life and disability; the largest, with HARVARD PILGRIM HEALTH CARE, covers 128 people.

Reported premium across the insured contracts is $2,520,451, with $99,103 in disclosed broker commissions — about 3.9% of premium.

The health contract's policy period ended in November, while at least one ancillary line's policy period ended in December. The plan is on a split renewal cycle.

HUB INTERNATIONAL NEW ENGLAND LLC is the broker of record on all 4 contracts.

4 carriers appear on the filing, including HARVARD PILGRIM HEALTH CARE, SYMETRA LIFE INSURANCE COMPANY, COLONIAL LIFE & ACCIDENT INSURANCE COMPANY and THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA. HARVARD PILGRIM HEALTH CARE writes the largest contract by premium.

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsPremiumCommission
COLONIAL LIFE & ACCIDENT INSURANCE COMPANYLife109Jan 1, 2025$141,054$39,287
HARVARD PILGRIM HEALTH CAREHealth128Dec 1, 2025$1,931,598$32,813
SYMETRA LIFE INSURANCE COMPANYLife, Disability147Dec 1, 2025$352,925$24,157
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICADental147Dec 1, 2025$94,874$2,846

Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.

See the filing at the Department of Labor

Administrator and service providers

Plan administrator on the filing
MAGNOLIA MANAGEMENT COMPANY LLC
EIN 47-1185860

The plan administrator is from line 3a of the main form. We publish company names only.

How this plan compares

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