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Sponsor portfolioWelfare / HealthEIN 01-0460929
PRESERVATION MANAGEMENT, INC.
261 GORHAM ROAD · SOUTH PORTLAND, ME 04106
2077740501
- Plans filed
- 1
- Years active
- 2016–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$2.4M
No prior year
Persons covered
444
No prior year
Total participants
322
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.1M | 81.1% | |
| Short-term disability | $101K | 3.9% | |
| Dental | $101K | 3.9% | |
| Vision | $101K | 3.9% | |
| Other | $90K | 3.5% | |
| Life | $57K | 2.2% | |
| Long-term disability | $39K | 1.5% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 042452600 | H | $2.1M | 86.4% | 1 | 4 | 137 |
EIN 470322111 | LSTDLTDOth | $230K | 9.4% | 1 | 6 | 313 |
EIN 470098400 | DV | $101K | 4.2% | 1 | 1 | 444 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CROSS BENEFIT SOLUTIONS | AUGUSTA, ME | AMERITAS LIFE INSURANCE CORP, HARVARD PILGRIM HEALTH CARE, UNITED OF OMAHA LIFE INSURANCE COMPANY | $64K | $6K | $70K | 78.4% | 1 |
| JAMES R NELLIGAN & ASSOCIATES LLC | WALL TOWNSHIP, NJ | AMERITAS LIFE INSURANCE CORP, UNITED OF OMAHA LIFE INSURANCE COMPANY | $5K | $6K | $11K | 12.2% | 1 |
| CROSS INSURANCE | BANGOR, ME | HARVARD PILGRIM HEALTH CARE | $0 | $8K | $8K | 9.4% | 1 |
History & trajectory
9 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan