Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
PREFERRED MUTUAL INSURANCE COMPANY
EIN 15-0420080insuranceLatest filing 2025
Plans
6
Retirement
2
$98.5M assets
Welfare
4
$4.3M premiums
Participants
2,108
ONE PREFERRED WAY - NEW BERLIN, NY 13411607-847-6161preferredmutual.comLinkedIn201-500 employeesinsurance
Retirement portfolio analytics
2 plans aggregated / $98.5M assets / 874 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
51%top
- FIDELITY INVESTMENTS INSTITUTIONAL51%
- (Not disclosed)49%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $4.3M premiums / 1,217 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.9M
- Prescription drug$3.8M
- Dental$183K
- Life$142K
- Other$142K
- Long-term disability$81K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
94%top
- BLUE CROSS OF CALIFORNIA94%
- HARTFORD LIFE AND ACCIDENT5%
- THE STANDARD1%
Broker market share
Schedule A broker compensation
68%top
- GCG FINANCIAL LLC68%
- ASSUREDPARTNERS25%
- ENROLLEASE7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN
CashBalance
Assets$50.1M
Participants476
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
PREFERRED MUTUAL INSURANCE COMPANY EMPLOYEES' CASH AND DEFERRED SAVINGS PROFIT SHARING PLAN
401k
Assets$48.4M
Participants398
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512
PREFERRED MUTUAL MEDICAL BENEFITS
Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD
Premiums$3.9M
Covered lives247
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508
PREFERRED MUTUAL DENTAL & VISION PLAN
Fully Insured - EXCELLUS BLUE CROSS BLUE SHIELD
Premiums$200K
Covered lives250
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#516
PREFERRED MUTUAL INSURANCE COMPANY LIFE INSURANCE PROGRAM
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$142K
Covered lives400
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
PREFERRED MUTUAL LONG TERM DISABILITY
Fully Insured - HARTFORD LIFE AND ACCIDENT
Premiums$81K
Covered lives320
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PREFERRED MUTUAL INSURANCE COMPANY RETIREMENT BENEFIT ACCUMULATION PLAN | CashBalance | $50.1M | 476 | 2024 | |
| 003 | PREFERRED MUTUAL INSURANCE COMPANY EMPLOYEES' CASH AND DEFERRED SAVINGS PROFIT SHARING PLAN | 401k | $48.4M | 398 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 512 | PREFERRED MUTUAL MEDICAL BENEFITS | Fully Insured | EXCELLUS BLUE CROSS BLUE SHIELD | $3.9M | 247 | 2025 | |
| 508 | PREFERRED MUTUAL DENTAL & VISION PLAN | Fully Insured | EXCELLUS BLUE CROSS BLUE SHIELD | $200K | 250 | 2025 | |
| 516 | PREFERRED MUTUAL INSURANCE COMPANY LIFE INSURANCE PROGRAM | Fully Insured | HARTFORD LIFE AND ACCIDENT | $142K | 400 | 2025 | |
| 509 | PREFERRED MUTUAL LONG TERM DISABILITY | Fully Insured | HARTFORD LIFE AND ACCIDENT | $81K | 320 | 2025 |
Retirement plans
Welfare plans