Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Long-term disability$132K
- Other$132K
- Vision$11K
Sponsor portfolioTH
PREFERRED CREDIT, INC.
EIN 41-1643940bankingLatest filing 2025
Plans
2
Retirement
1
$21.8M assets
Welfare
1
$144K premiums
Participants
503
628 ROOSEVELT ROAD - SAINT CLOUD, MN 56301320-202-7057preferredcredit.comLinkedIn201-500 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $144K premiums / 324 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- PRINCIPAL LIFE INSURANCE COMPANY92%
- EYEMED VISION CARE8%
Broker market share
Schedule A broker compensation
75%top
- BROWN & BROWN INSURANCE SERVICES75%
- STRATEGIC NON-MEDICAL SOLUTIONS LLC25%
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 CREDIT, INC. RETIREMENT SAVINGS PLAN
401k
Assets$21.8M
Participants286
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
PREFERRED CREDIT, INC - HEALTH AND WELFARE PLAN 505
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$144K
Covered lives324
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PREFERRED CREDIT, INC. RETIREMENT SAVINGS PLAN | 401k | $21.8M | 286 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | PREFERRED CREDIT, INC - HEALTH AND WELFARE PLAN 505 | Mixed | PRINCIPAL LIFE INSURANCE COMPANY | $144K | 324 | 2025 |
Retirement plans
Welfare plans