How many benefit plans does Preferred Travel Group report on Form 5500?

Preferred Travel Group (EIN 36-4411818) reports 2 benefit plan(s) in the loaded Form 5500 dataset.

What is the EIN for Preferred Travel Group?

The Employer Identification Number (EIN) reported for Preferred Travel Group is 36-4411818.

What is the latest Form 5500 filing year for Preferred Travel Group?

The latest loaded Form 5500 filing year for Preferred Travel Group is 2023.

Preferred Travel Group — 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 Travel Group (EIN 36-4411818) is a plan sponsor located in Newport Beach, CA with 2 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: 36-4411818
Location: Newport Beach, CA
Loaded plans: 2
Latest filing year: 2023

Reported financial aggregate (2023)

Reported net position

Total reported assets (EOY): $30,021,141
Total reported liabilities (EOY): $0
Total reported net assets (EOY): $30,021,141

Contributions & income

Employer contributions: $929,839
Participant contributions: $2,269,656
Total income / additions: $7,477,235

Expenses & distributions

Benefits paid / distributions: $1,785,861
Total expenses: $1,787,167
Net increase / (decrease): $5,690,068

Coverage

Total reported participants: 433
Plans with financial statements: 1
Plans with provider compensation: 1

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

Preferred Travel Group plans by reported end-of-year assets
Plan	Plan #	Participants	Reported assets (EOY)	Year
Preferred Travel Group 401(K) Profit Sharing Plan	001	260	$30,021,141	2023
Preferred Travel Group Health And Welfare Plan	501	173	not reported in the loaded dataset	2023

Search all 2 loaded plans for this company →

Latest loaded filings

Most recent loaded Form 5500 filings for Preferred Travel Group
Year	Plan	Participants	Schedules	Filing
2023	Preferred Travel Group 401(K) Profit Sharing Plan	260	H, C	20241002162840NAL0017284178001
2023	Preferred Travel Group Health And Welfare Plan	173	—	20241210141114NAL0010297137001