Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.3M
- Prescription drug$4.3M
- Dental$280K
- Vision$280K
- Life$130K
- Long-term disability$130K
- +1 more
Sponsor portfolio
PREFERRED TRAVEL GROUP
EIN 36-4411818hospitalityLatest filing 2025
Plans
2
Retirement
1
$36.1M assets
Welfare
1
$4.7M premiums
Participants
498
26 CORPORATE PLAZA, SUITE 150 - NEWPORT BEACH, CA 92660949-999-9406preferredtravelgroup.comLinkedIn201-500 employeeshospitality
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.7M premiums / 278 covered livesCarrier market share
Premium dollars by Schedule A carrier
97%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY97%
- LIFE INSURANCE COMPANY OF NORTH AMERICA3%
Broker market share
Schedule A broker compensation
100%top
- GALLAGHER BENEFIT SERVICES, INC.100%
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 TRAVEL GROUP 401(K) PROFIT SHARING PLAN
401k
Assets$36.1M
Participants303
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PREFERRED TRAVEL GROUP HEALTH AND WELFARE PLAN
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$4.7M
Covered lives278
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PREFERRED TRAVEL GROUP 401(K) PROFIT SHARING PLAN | 401k | $36.1M | 303 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PREFERRED TRAVEL GROUP HEALTH AND WELFARE PLAN | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $4.7M | 278 | 2025 |
Retirement plans
Welfare plans