Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$1.8M
- Health$1.8M
- Other$398K
- Short-term disability$392K
- Vision$203K
- Life$202K
Sponsor portfolio
PREFERRED MANAGEMENT CORPORATION
EIN 73-1312311hospital & health careLatest filing 2025
Plans
2
Retirement
1
$19.1M assets
Welfare
1
$2.2M premiums
Participants
1,270
120 W MACARTHUR ST., STE 121 - SHAWNEE, OK 74804405-878-0202pm-hs.comLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 622 covered livesCarrier market share
Premium dollars by Schedule A carrier
81%top
- BLUE CROSS OF CALIFORNIA81%
- DEARBORN LIFE INSURANCE COMPANY9%
- AFLAC9%
- DELTA DENTAL OF CALIFORNIA0%
- COMPSYCH0%
- +1 more
Broker market share
Schedule A broker compensation
64%top
- MARSH & MCLENNAN AGENCY LLC64%
- HUB INTERNATIONAL MIDWEST LIMITED21%
- MAGGIE KAY STEWART12%
- SHANNON NOEL WILKINSON2%
- JOHN N KARR1%
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 MANAGEMENT CORP. RETIREMENT SAVINGS PLAN
401k
Assets$19.1M
Participants757
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PREFERRED MANAGEMENT CORPORATION WELFARE BENEFIT PLAN
Fully Insured - BLUECROSS BLUESHIELD OF OKLAHOMA
Premiums$2.2M
Covered lives622
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PREFERRED MANAGEMENT CORP. RETIREMENT SAVINGS PLAN | 401k | $19.1M | 757 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PREFERRED MANAGEMENT CORPORATION WELFARE BENEFIT PLAN | Fully Insured | BLUECROSS BLUESHIELD OF OKLAHOMA | $2.2M | 622 | 2025 |
Retirement plans
Welfare plans