Form 5500 · Employee benefit plan · BOSTON, MA
WINN MANAGEMENT GROUP LLC
WINN MANAGEMENT GROUP LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. and 15 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-2582550 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. | Health | 1,575 | December | $465,092 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 3,692 | December | $55,544 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 181 | December | $48,523 |
| KAISER FOUNDATION HEALTH PLAN INC | Health | 174 | December | $37,189 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 3,688 | December | $36,455 |
| UNUM INSURANCE COMPANY | — | 655 | December | $36,328 |
| LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 2,509 | December | $26,028 |
| METROPOLITAN LIFE INSURANCE COMPANY | Dental | 4,061 | December | $24,816 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | — | 961 | December | $23,393 |
| UNUM INSURANCE COMPANY | — | 1,007 | December | $22,469 |
| VISION SERVICE PLAN | Vision | 2,127 | December | $16,005 |
| KAISER FOUNDATION HEALTH PLAN OF THE MID-ATLANTIC STATES, INC. | Health | 42 | December | $11,693 |
| METROPOLITAN GENERAL INSURANCE COMPANY | — | 249 | December | $5,459 |
| PROVIDENT LIFE AND ACCIDENT INSURANCE COMPANY | Life | 383 | December | $3,399 |
| FIRST UNUM LIFE INSURANCE COMPANY | Life | 40 | December | $268 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health | 4 | December | $0 |
Questions
Who is WINN MANAGEMENT GROUP LLC's benefits broker?
Per its most recent Form 5500 Schedule A, WINN MANAGEMENT GROUP LLC's broker of record is MERCER HEALTH AND BENEFITS, LLC.
What insurance carrier does WINN MANAGEMENT GROUP LLC use?
WINN MANAGEMENT GROUP LLC's benefit plan is written through BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC., among 16 disclosed carriers.
When does WINN MANAGEMENT GROUP LLC's group plan renew?
The most recent Schedule A policy period for WINN MANAGEMENT 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 WINN MANAGEMENT GROUP LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.