Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.4M
- Prescription drug$4.4M
- Dental$3.8M
- Vision$3.8M
- Other$156K
- Life$131K
- +2 more
Sponsor portfolioTH
PREFERRED BANK
EIN 95-4340199bankingLatest filing 2025
Plans
2
Retirement
1
$58.8M assets
Welfare
1
$4.5M premiums
Participants
686
601 SOUTH FIGUEROA STREET, 47TH FLOOR - LOS ANGELES, CA 90017213-891-1188preferredbank.comLinkedIn201-500 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $4.5M premiums / 679 covered livesCarrier market share
Premium dollars by Schedule A carrier
85%top
- BLUE CROSS OF CALIFORNIA85%
- KAISER FOUNDATION HEALTH PLAN INC12%
- METROPOLITAN LIFE INSURANCE COMPANY3%
- AFLAC0%
Broker market share
Schedule A broker compensation
99%top
- USI INSURANCE SERVICES LLC99%
- STEPHANIE A REYNOSO0%
- DENISE M. AVILA WALKER0%
- EUGENE PEREZ0%
- JENNIFER MCDONALD0%
- +3 more
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 BANK 401(K) PROFIT SHARING PLAN
401k
Assets$58.8M
Participants367
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PREFERRED BANK GROUP AND WELFARE PLAN
Fully Insured - BLUE CROSS OF CALIFORNIA
Premiums$4.5M
Covered lives679
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PREFERRED BANK 401(K) PROFIT SHARING PLAN | 401k | $58.8M | 367 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PREFERRED BANK GROUP AND WELFARE PLAN | Fully Insured | BLUE CROSS OF CALIFORNIA | $4.5M | 679 | 2025 |
Retirement plans
Welfare plans