PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PREFERRED TECHNOLOGIES, LLC
Sponsor portfolio

PREFERRED TECHNOLOGIES, LLC

EIN 20-2773870-security and investigations-Latest filing 2025
Plans
2
Retirement
1
$4.4M assets
Welfare
1
$203K premiums
Participants
448
1414 WEDGEWOOD ST - HOUSTON, TX 770931835281-442-0550pref-tech.comLinkedIn51-200 employeessecurity and investigations
Plans on this EIN
2 filings
#001401k-$4.4M - 233 part#501Mixed-$203K - 211 lives

Benefits portfolio analytics

1 plan / $203K premiums / 211 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$112K
  • Life$55K
  • Long-term disability$35K
  • Dental$24K
  • Vision$18K
  • Short-term disability$14K
Total $203K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY88%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY12%
Total $203K2 slices

Broker market share

Schedule A broker compensation

Split broker
88%top
  • HIGGINBOTHAM INS AGENCY INC88%
  • BRITE BENEFITS INC12%
Total $48K2 slices

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 TECHNOLOGIES 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$4.4M
Participants233
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PREFERRED TECHNOLOGIES, LLC WRAP PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$203K
Covered lives211
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PREFERRED TECHNOLOGIES 401(K) PROFIT SHARING PLAN & TRUST401k$4.4M2332024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PREFERRED TECHNOLOGIES, LLC WRAP PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$203K2112025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica