Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Short-term disability$101K
- Dental$101K
- Vision$101K
- Other$90K
- Life$57K
- +1 more
Sponsor portfolio
PRESERVATION MANAGEMENT, INC.
EIN 01-0460929real estateLatest filing 2025
Plans
2
Retirement
1
$9.3M assets
Welfare
1
$2.4M premiums
Participants
788
261 GORHAM ROAD - SOUTH PORTLAND, ME 04106207-774-0501preservationmanagement.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 444 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- HARVARD PILGRIM HEALTH CARE86%
- UNITED OF OMAHA LIFE INSURANCE COMPANY9%
- AMERITAS LIFE INSURANCE CORP.4%
Broker market share
Schedule A broker compensation
78%top
- CROSS BENEFIT SOLUTIONS78%
- JAMES R NELLIGAN & ASSOCIATES LLC12%
- CROSS INSURANCE9%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$9.3M
Participants466
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
PRESERVATION MANAGEMENT, INC. CAFETERIA PLAN
Fully Insured - HARVARD PILGRIM HEALTH CARE
Premiums$2.4M
Covered lives444
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PRESERVATION MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN | 401k | $9.3M | 466 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | PRESERVATION MANAGEMENT, INC. CAFETERIA PLAN | Fully Insured | HARVARD PILGRIM HEALTH CARE | $2.4M | 444 | 2025 |
Retirement plans
Welfare plans