Form 5500 · Employee benefit plan · NEW BERLIN, NY
PREFERRED MUTUAL INSURANCE COMPANY
PREFERRED MUTUAL INSURANCE COMPANY of NEW BERLIN, NY files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is BURNHAM FIN SRVS AN ALERA GRP AGCY. Coverage is written through EXCELLUS BLUE CROSS BLUE SHIELD and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 15-0420080 · plan 512 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| EXCELLUS BLUE CROSS BLUE SHIELD | Health | 247 | December | $99,677 |
| STANDARD LIFE INS CO OF NY | Health | 120 | December | $5,586 |
Questions
Who is PREFERRED MUTUAL INSURANCE COMPANY's benefits broker?
Per its most recent Form 5500 Schedule A, PREFERRED MUTUAL INSURANCE COMPANY's broker of record is BURNHAM FIN SRVS AN ALERA GRP AGCY.
What insurance carrier does PREFERRED MUTUAL INSURANCE COMPANY use?
PREFERRED MUTUAL INSURANCE COMPANY's benefit plan is written through EXCELLUS BLUE CROSS BLUE SHIELD, among 2 disclosed carriers.
When does PREFERRED MUTUAL INSURANCE COMPANY's group plan renew?
The most recent Schedule A policy period for PREFERRED MUTUAL INSURANCE COMPANY ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PREFERRED MUTUAL INSURANCE COMPANY's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.