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Sponsor portfolioWelfare / HealthEIN 15-0420080

PREFERRED MUTUAL INSURANCE COMPANY

ONE PREFERRED WAY · NEW BERLIN, NY 13411
6078476161
Plans filed
4
Years active
2015–2025
Industry
NAICS 52
Latest filing
2025
Total premiums (latest)
$4.3M
No prior year
Persons covered
1,217
No prior year
Total participants
1,234
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #512$3.9M
PREFERRED MUTUAL MEDICAL BENEFITS
Fully insured247 covered·2 carriers
Primary: EXCELLUS BLUE CROSS BLUE SHIELD
Plan #508$200K
PREFERRED MUTUAL DENTAL & VISION PLAN
Fully insured250 covered·2 carriers
Primary: EXCELLUS BLUE CROSS BLUE SHIELD
Plan #516$142K
PREFERRED MUTUAL INSURANCE COMPANY LIFE INSURANCE PROGRAM
Fully insured400 covered·1 carrier
Primary: HARTFORD LIFE AND ACCIDENT
Plan #509$81K
PREFERRED MUTUAL LONG TERM DISABILITY
Fully insured320 covered·1 carrier
Primary: HARTFORD LIFE AND ACCIDENT

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$3.9M46.9%
Prescription drug$3.8M46.3%
Dental$183K2.2%
Life$142K1.7%
Other$142K1.7%
Long-term disability$81K1.0%
Vision$18K0.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 150329043
HRxDV
$4.0M93.7%23497
HARTFORD LIFE AND ACCIDENT
EIN 060838648
LLTDOth
$223K5.2%22720
THE STANDARD
EIN 134119477
H
$47K1.1%22120

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GCG FINANCIAL LLCLAKE PLACID, NYSTANDARD LIFE INS OF NY, EXCELLUS BLUE CROSS BLUE SHIELD, STANDARD LIFE INS CO OF NY$116K$0$116K67.7%2
ASSUREDPARTNERSELMWOOD PARK, NJHARTFORD LIFE AND ACCIDENT$20K$23K$43K25.0%2
ENROLLEASEROCHESTER, NYHARTFORD LIFE AND ACCIDENT$13K$0$13K7.3%2

History & trajectory

11 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
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