Preferred Mutual Insurance Company — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Preferred Mutual Insurance Company (EIN 15-0420080) is a plan sponsor located in New Berlin, NY with 6 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 15-0420080
- Location
- New Berlin, NY
- Loaded plans
- 6
- Latest filing year
- 2023
Reported financial aggregate (2023)
Reported net position
- Total reported assets (EOY)
- $93,758,444
- Total reported liabilities (EOY)
- $0
- Total reported net assets (EOY)
- $93,758,444
Contributions & income
- Employer contributions
- $823,311
- Participant contributions
- $2,133,191
- Total income / additions
- $18,112,492
Expenses & distributions
- Benefits paid / distributions
- $8,254,285
- Total expenses
- $8,564,037
- Net increase / (decrease)
- $9,548,455
Coverage
- Total reported participants
- 1,994
- Plans with financial statements
- 2
- Plans with provider compensation
- 2
Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan | 001 | 469 | $49,401,822 | 2023 |
| Preferred Mutual Insurance Company Employees' Cash And Deferred Savings Profit Sharing Plan | 003 | 388 | $44,356,622 | 2023 |
| Preferred Mutual Insurance Company Life Insurance Program | 516 | 371 | not reported in the loaded dataset | 2023 |
| Preferred Mutual Long Term Disability | 509 | 287 | not reported in the loaded dataset | 2023 |
| Preferred Mutual Dental & Vision Plan | 508 | 249 | not reported in the loaded dataset | 2023 |
| Preferred Mutual Medical Benefits | 512 | 230 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Preferred Mutual Insurance Company Life Insurance Program | 371 | — | 20240603150244NAL0018474481002 |
| 2023 | Preferred Mutual Medical Benefits | 230 | — | 20240603150542NAL0018482465003 |
| 2023 | Preferred Mutual Long Term Disability | 287 | — | 20240603151009NAL0018365601002 |
| 2023 | Preferred Mutual Dental & Vision Plan | 249 | — | 20240603151009NAL0018365601003 |
| 2023 | Preferred Mutual Insurance Company Employees' Cash And Deferred Savings Profit Sharing Plan | 388 | H, C | 20241008155829NAL0009869699001 |
| 2023 | Preferred Mutual Insurance Company Retirement Benefit Accumulation Plan | 469 | H, C | 20241008160841NAL0008557107001 |