Skip to main content
Insurance Company DOL Form 5500 Roadshow Hub: New Berlin, NY HQ: New Berlin, NY

Preferred Mutual Insurance

$0.1B Total AUM · Institutional LP profile covering 12 historical fund disclosure records ($14.5M parsed USD across disclosed rows) across disclosed strategy exposure in Multi-Strategy, Real Estate (investment geography mandates are evaluated separately from LP headquarters). 5 complete primary source trails are open below without registration.

Test Suitability Demo
Disclosed Records
12
5 Open Source Trails Below
Sum of Disclosed Rows
$14.5M
Total AUM: $0.1B
Median Holding / Carrying Value
$526K
Range: $263K – $3.6M
Disclosed Fund Multiples
IRR / TVPI Not Disclosed (0/12)
1 Gatekeepers · 2 Disclosed Strategies
Holdings & Invested-Cost Schedule Disclosure Note: The cited financial schedules for this allocator report period-end portfolio fair market value / carrying value or invested cost rather than original commitment check sizes. Figures below are labeled as holding or invested-cost values and are not used as original commitment tickets in check-size matching.

Historical Fund Disclosures — Preferred Mutual Insurance

5 Open Source Trails (No Registration)

Showing 5 open preview records out of 12 total tracked records (+7 gated pilot rows). Click Inspect Source on any row to view field-level substantiation, table headers/units, and archived page excerpts without login.

Disclosed Fund / Vehicle Strategy Fund Vintage Holding / Invested Value Disclosed Performance Primary Source Trail
Fiam Long Duration Comm Pl Institutional Trust Fund Multi-Strategy 2024
$3.6M
Reported holding / fair value (not original commitment) · As of December 2024
 Reported Holding / Fair Value · Not Yet Page-Verified Inspect Source · DOL Form 5500
Spartan 500 Index Pool A Institutional Trust Fund Multi-Strategy 2024
$2.6M
Reported holding / fair value (not original commitment) · As of December 2024
 Reported Holding / Fair Value · Not Yet Page-Verified Inspect Source · DOL Form 5500
Spartan World Min Vol Index Pool Institutional Trust Fund Multi-Strategy 2024
$2.5M
Reported holding / fair value (not original commitment) · As of December 2024
 Reported Holding / Fair Value · Not Yet Page-Verified Inspect Source · DOL Form 5500
Fiam Long CORP Comm Pl Institutional Trust Fund Multi-Strategy 2024
$2.4M
Reported holding / fair value (not original commitment) · As of December 2024
 Reported Holding / Fair Value · Not Yet Page-Verified Inspect Source · DOL Form 5500
Fiam Small-Mid Cap Core Comm Pl Institutional Trust Fund Multi-Strategy 2024
$538K
Reported holding / fair value (not original commitment) · As of December 2024
 Reported Holding / Fair Value · Not Yet Page-Verified Inspect Source · DOL Form 5500

Forward-Looking Searches, Pacing Plans & Governance Updates — Preferred Mutual Insurance

Tracked separately from historical commitments: active RFPs/searches, board pacing plans, leadership/CIO updates, and retained gatekeeper consultants.

Pacing & Allocation Policy Pilot Gated

Board-Approved Pacing Plans, Active RFPs & Target-vs-Actual Allocation Gap

Join waitlist for pacing dossier →

Gatekeeper Consultants (1) Pilot Gated

Retained Private Markets Advisors & Emerging-Manager Search Conduits

Join waitlist for consultant map →

Investment Team Contacts (2) Pilot Gated

CIO, Private Markets Officers & Official Pitch Intake Guidance

Join waitlist for team directory →

Shared-Fund Co-Investor Overlap & Potential Introduction Paths — Preferred Mutual Insurance

4 Shared-Fund Co-LPs

Institutions disclosing the same resolved underlying fund vehicles as Preferred Mutual Insurance (4 shared vehicles tracked; showing top 3 bilateral overlaps).

Explore Paths in Interactive Demo
1. Shared Fund Exposure: Documented for both LPs
2. LPAC Seat Overlap: Not disclosed in filings
3. Personal Relationship: Unknown (customer-supplied)
4. Intro Willingness: Unconfirmed potential path
#1 Shared-Fund Peer 2 Shared Vehicles

Northwest Natural Gas Defined Benefit Pension Plan

Corporate Pension Plan Portland, OR
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Fiam Long Duration Comm Pl Institutional Trust Fund (2024 Vintage)
Preferred Mutual Insurance: $3.6M (Holding / Fair Value) · DOL Form 5500
Northwest Natural Gas Defined Benefit Pension Plan: $21.8M (Holding / Fair Value) · DOL Form 5500

Additional shared vehicles: Fiam Small Cap Core Comm Pl Institutional Trust Fund (2024 Vintage)

Potential introduction path · LPAC unconfirmed View LP Profile →
#2 Shared-Fund Peer 1 Shared Vehicle

Southern States Cooperative Defined Benefit Pension Plan

Corporate Pension Plan Richmond, VA
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Spartan 500 Index Pool A Institutional Trust Fund (2024 Vintage)
Preferred Mutual Insurance: $2.6M (Holding / Fair Value) · DOL Form 5500
Southern States Cooperative Defined Benefit Pension Plan: $37.0M (Holding / Fair Value) · DOL Form 5500
Potential introduction path · LPAC unconfirmed View LP Profile →
#3 Shared-Fund Peer 1 Shared Vehicle

The Carle Foundation

Healthcare / Hospital System Peoria, IL
Resolved Shared Vehicle Recent Fund Cycle (2020–2026)
Fiam Long CORP Comm Pl Institutional Trust Fund (2024 Vintage)
Preferred Mutual Insurance: $2.4M (Holding / Fair Value) · DOL Form 5500
The Carle Foundation: $19.6M (Holding / Fair Value) · DOL Form 5500
Potential introduction path · LPAC unconfirmed View LP Profile →

+1 Additional Institutional LPs Report Shared Vehicles with Preferred Mutual Insurance

Explore bilateral shared-fund paths in our Interactive Read-Only Demo or join the waitlist for full graph access.

Try Interactive Demo →
Pre-Launch Pilot Mode · Early-Access Waitlist

Request Pilot Access to Full Workspace Data for Preferred Mutual Insurance

You are viewing 5 open public preview records (out of 12 total tracked records for Preferred Mutual Insurance) with zero-registration primary source trails. Join the early-access waitlist to request pilot access:

  • All 12 tracked historical disclosure records (+7 gated rows) & field-level provenance
  • Bilateral Shared-Fund Co-Investor Graph (4 connected LPs)
  • Separated active searches, RFPs, approved FY2026 pacing plans & CIO governance updates
  • Retained gatekeeper consultants (1), investment contacts (2) & CRM export

Join the Early-Access Waitlist

Enter your firm email to request pilot onboarding for Preferred Mutual Insurance and our interactive GP workspace.

Strategies Disclosed by Preferred Mutual Insurance

Multi-Strategy LPs →Real Estate LPs →

Frequently Asked Questions: Preferred Mutual Insurance

What type of institutional allocator is Preferred Mutual Insurance and what is their typical disclosed ticket size?

Preferred Mutual Insurance is categorized under Insurance Company (Regional Roadshow Hub: New Berlin, NY; Headquarters: New Berlin, NY). Across 12 historical disclosure records tracked on Prilago ($14.5M total parsed USD across disclosed rows), the median disclosed amount is $526K (range: $263K to $3.6M).

Which private-market strategies appear in Preferred Mutual Insurance's public disclosures?

Preferred Mutual Insurance has disclosed records across Multi-Strategy, Real Estate. Open preview records include Fiam Long Duration Comm Pl Institutional Trust Fund (2024 Vintage), Spartan 500 Index Pool A Institutional Trust Fund (2024 Vintage), Spartan World Min Vol Index Pool Institutional Trust Fund (2024 Vintage), Fiam Long CORP Comm Pl Institutional Trust Fund (2024 Vintage).

How are Preferred Mutual Insurance's historical records substantiated and separated from active searches on Prilago?

Records for Preferred Mutual Insurance cite primary public disclosures (DOL Form 5500), and visitors can inspect 5 open source trails on this profile without registration. Each source trail displays field-level substantiation status, distinguishing exact commitment schedules from carrying-value or fee tables. Forward-looking active searches, RFPs, pacing plans, and governance updates are separated from historical disclosures.

How can General Partners request pilot access to Preferred Mutual Insurance's full commitment history and contacts?

General Partners can join the early-access waitlist on https://prilago.com/lp/preferred-mutual-insurance or test fund suitability in the interactive read-only demo at https://prilago.com/demo.

Which institutional LPs report shared underlying fund vehicles alongside Preferred Mutual Insurance?

In Prilago's bilateral commitment graph, Preferred Mutual Insurance shares resolved underlying fund vehicles with 4 institutional LPs across 4 shared vehicles (shared fund exposure represents a potential introduction path and does not prove LPAC seat overlap or personal acquaintance). Top shared-fund peers include Northwest Natural Gas Defined Benefit Pension Plan (2 shared vehicles, e.g. Fiam Long Duration Comm Pl Institutional Trust Fund (2024 Vintage)), Southern States Cooperative Defined Benefit Pension Plan (1 shared vehicle, e.g. Spartan 500 Index Pool A Institutional Trust Fund (2024 Vintage)), The Carle Foundation (1 shared vehicle, e.g. Fiam Long CORP Comm Pl Institutional Trust Fund (2024 Vintage)).

Related Insurance Company & New Berlin, NY Institutional LPs

Employers Mutual Casualty (12)Factory Mutual Insurance (11)New York Life Insurance (11)The Hartford Investment Management (HIMCO) (10)New York Life General Account (9)Prudential Financial (PGIM General Account) (9)TIAA General Account (9)Trustees Of The Insurance Organizations' Pension Trust (9)Ilmarinen Mutual Pension Insurance Company (Finland) (8)MetLife General Account (8)