Form 5500 · Employee benefit plan · SOUTH PORTLAND, ME
PRESERVATION MANAGEMENT, INC.
PRESERVATION MANAGEMENT, INC. of SOUTH PORTLAND, ME files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is CROSS BENEFIT SOLUTIONS. Coverage is written through HARVARD PILGRIM HEALTH CARE and 2 other carriers. The plan's most recent policy period ended in August.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 01-0460929 · plan 503 · as of Aug 2026
Plan brief
Schedule A lists 11 insured contracts covering health, dental, vision, life and disability; the largest, with HARVARD PILGRIM HEALTH CARE, covers 137 people.
Reported premium across the insured contracts is $2,430,641, with $68,809 in disclosed broker commissions — about 2.8% of premium.
The most recent policy period ended in August, and the plan year ends August 31. Group contracts typically renew on that annual cycle.
CROSS BENEFIT SOLUTIONS is the broker of record on 10 of the 11 contracts; the rest name a different broker or none.
3 carriers appear on the filing — HARVARD PILGRIM HEALTH CARE, UNITED OF OMAHA LIFE INSURANCE COMPANY and AMERITAS LIFE INSURANCE CORP — with HARVARD PILGRIM HEALTH CARE writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| HARVARD PILGRIM HEALTH CARE | Health | 137 | August | $1,086,637 | $20,065 |
| HARVARD PILGRIM HEALTH CARE | Health | 74 | August | $491,772 | $9,125 |
| AMERITAS LIFE INSURANCE CORP | Dental, Vision | 444 | August | $101,218 | $8,271 |
| HARVARD PILGRIM HEALTH CARE | Health | 45 | August | $338,266 | $6,136 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 313 | August | $101,295 | $5,263 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 85 | August | $38,827 | $5,047 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 90 | August | $34,300 | $4,459 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 49 | August | $22,866 | $3,430 |
| HARVARD PILGRIM HEALTH CARE | Health | 17 | August | $183,125 | $3,274 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 313 | August | $22,236 | $2,224 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 55 | August | $10,099 | $1,515 |
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