Form 5500 · Employee benefit plan · SOUTH PORTLAND, ME
PRESERVATION MANAGEMENT, INC.
PRESERVATION MANAGEMENT, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is CROSS BENEFIT SOLUTIONS. Coverage is written through HARVARD PILGRIM HEALTH CARE and 10 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 Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| HARVARD PILGRIM HEALTH CARE | Health | 137 | August | $20,065 |
| HARVARD PILGRIM HEALTH CARE | Health | 74 | August | $9,125 |
| AMERITAS LIFE INSURANCE CORP | Dental, Vision | 444 | August | $8,271 |
| HARVARD PILGRIM HEALTH CARE | Health | 45 | August | $6,136 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 313 | August | $5,263 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Disability | 85 | August | $5,047 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 90 | August | $4,459 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 49 | August | $3,430 |
| HARVARD PILGRIM HEALTH CARE | Health | 17 | August | $3,274 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | Life | 313 | August | $2,224 |
| UNITED OF OMAHA LIFE INSURANCE COMPANY | — | 55 | August | $1,515 |
Questions
Who is PRESERVATION MANAGEMENT, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, PRESERVATION MANAGEMENT, INC.'s broker of record is CROSS BENEFIT SOLUTIONS.
What insurance carrier does PRESERVATION MANAGEMENT, INC. use?
PRESERVATION MANAGEMENT, INC.'s benefit plan is written through HARVARD PILGRIM HEALTH CARE, among 11 disclosed carriers.
When does PRESERVATION MANAGEMENT, INC.'s group plan renew?
The most recent Schedule A policy period for PRESERVATION MANAGEMENT, INC. ended in August. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PRESERVATION MANAGEMENT, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.