Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.1M
- Prescription drug$1.1M
- Dental$215K
- Vision$215K
- Life$215K
- Short-term disability$215K
- +1 more
Sponsor portfolioTH
PREFERRED MEDICAL MARKETING CORPORATION
EIN 56-1544376marketing and advertisingLatest filing 2025
Plans
2
Retirement
1
$15.5M assets
Welfare
1
$1.3M premiums
Participants
401
15720 BRIXHAM HILL AVENUE, SUITE 460 - CHARLOTTE, NC 28277704-944-3047preferredmedicalmarketing.comLinkedIn51-200 employeesmarketing and advertising
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.3M premiums / 213 covered livesCarrier market share
Premium dollars by Schedule A carrier
83%top
- UNITEDHEALTHCARE INSURANCE COMPANY83%
- PRINCIPAL LIFE INSURANCE COMPANY17%
Broker market share
Schedule A broker compensation
100%top
- NFP INSURANCE SERVICES INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PREFERRED MEDICAL MARKETING CORPORATION 401(K) PLAN
401k
Assets$15.5M
Participants183
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PREFERRED MEDICAL MARKETING CORPORATION WRAP BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.3M
Covered lives213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PREFERRED MEDICAL MARKETING CORPORATION 401(K) PLAN | 401k | $15.5M | 183 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PREFERRED MEDICAL MARKETING CORPORATION WRAP BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.3M | 213 | 2025 |
Retirement plans
Welfare plans