Form 5500 · Employee benefit plan · BOSTON, MA
WINN MANAGEMENT GROUP LLC
Public Form 5500 records show how WINN MANAGEMENT GROUP LLC of BOSTON, MA, a real estate employer, structures its employee benefits. Its broker of record is MERCER HEALTH AND BENEFITS, LLC. Coverage is written through BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. and 11 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 Aug 2026
Plan brief
Schedule A lists 16 insured contracts covering health, dental, vision, life and disability; the largest, with BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC., covers 1,575 people.
Reported premium across the insured contracts is $20,756,337, with $812,661 in disclosed broker commissions — about 3.9% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
MERCER HEALTH AND BENEFITS, LLC is the broker of record on 13 of the 16 contracts; the rest name a different broker or none.
12 carriers appear on the filing — BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC., METROPOLITAN LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN INC and LINCOLN NATIONAL LIFE INSURANCE COMPANY among them — with BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC. writing the largest contract by premium.
Schedule A insurance contracts
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