Plan Ledger DOL Form 5500 · updated monthly

Preservation Management, Inc.benefits

Preservation Management, Inc. Cafeteria Plan · SOUTH PORTLAND, ME · plan year 2024

Broker compensation reported · 2024
$88,727

Preservation Management, Inc.'s benefits plans covered 321 active participants in 2024, providing health · life · dental · short-term disability · long-term disability · vision · other. Insurance brokers and agents were paid $88,727 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $276 per covered person, above the median for employer plans that report broker pay. Broker pay fell 12% from $100,985 in 2023.

Insurance contracts · 202411
AMERITAS LIFE INSURANCE CORP · dental visionpremiums n/a · 444 covered
HARVARD PILGRIM HEALTH CARE · healthpremiums n/a · 17 covered
HARVARD PILGRIM HEALTH CARE · healthpremiums n/a · 137 covered
HARVARD PILGRIM HEALTH CARE · healthpremiums n/a · 74 covered
HARVARD PILGRIM HEALTH CARE · healthpremiums n/a · 45 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 313 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 49 covered
UNITED OF OMAHA LIFE INSURANCE COMPANYpremiums n/a · 55 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · stdpremiums n/a · 313 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · ltdpremiums n/a · 85 covered
UNITED OF OMAHA LIFE INSURANCE COMPANY · lifepremiums n/a · 90 covered
Brokers & agents paid · 20243
JAMES R. NELLIGAN & ASSOCIATES, LLC$10,802 · incl $5,741 fees
CROSS BENEFIT SOLUTIONS$69,565 · incl $5,817 fees
CROSS INSURANCE$8,360 · incl $8,360 fees
Also brokered by James R. Nelligan & Associates, LLC5
Pharmscript LLC NJ$74,111

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 010460929 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.