Form 5500 · Employee benefit plan · LAKE OSWEGO, OR
MGN TAX & ADVISORY GROUP, LLC
MGN TAX & ADVISORY GROUP, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is WILLIAM R WELLS JR. Coverage is written through JOHN HANCOCK LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 86-1635467 · plan 001 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | — | 4 | December | $999 |
Questions
Who is MGN TAX & ADVISORY GROUP, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, MGN TAX & ADVISORY GROUP, LLC's broker of record is WILLIAM R WELLS JR.
What insurance carrier does MGN TAX & ADVISORY GROUP, LLC use?
MGN TAX & ADVISORY GROUP, LLC's benefit plan is written through JOHN HANCOCK LIFE INSURANCE COMPANY.
When does MGN TAX & ADVISORY GROUP, LLC's group plan renew?
The most recent Schedule A policy period for MGN TAX & ADVISORY GROUP, LLC ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from MGN TAX & ADVISORY GROUP, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.