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Sponsor portfolio

PREFERRED HEALTHCARE REGISTRY INC

EIN 33-0588440-staffing and recruiting-Latest filing 2025
Plans
2
Retirement
1
$3.4M assets
Welfare
1
$1.2M premiums
Participants
484
4909 MURPHY CANYON RD STE 210 - SAN DIEGO, CA 921239600800-787-6787preferredregisty.comLinkedIn11-50 employeesstaffing and recruiting
Plans on this EIN
2 filings
#001401k-$3.4M - 356 part#501Mixed-$1.2M - 128 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 128 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$1.1M
  • Vision$1.1M
  • Life$14K
Total $1.1M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • ANTHEM LIFE INSURANCE COMPANY99%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA1%
Total $1.1M2 slices

Broker market share

Schedule A broker compensation

Split broker
79%top
  • RACHEL SUNDAY79%
  • BROWN & BROWN INSURANCE SERVICES19%
  • PLAYA VISTA INSURANCE SERVICES2%
  • BROOKS JUCHA & ASSOCIATES0%
Total $92K4 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 HEALTHCARE STAFFING 401(K) PLAN

401k

Assets$3.4M
Participants356
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PREFERRED HEALTHCARE REGISTRY, INC. WRAP

Mixed - ANTHEM BLUE CROSS AND BLUE SHIELD

Premiums$1.2M
Covered lives128
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PREFERRED HEALTHCARE STAFFING 401(K) PLAN401k$3.4M3562024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PREFERRED HEALTHCARE REGISTRY, INC. WRAPMixedANTHEM BLUE CROSS AND BLUE SHIELD$1.2M1282025
Retirement plans
Welfare plans
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