Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$170K
- Short-term disability$170K
- Long-term disability$170K
- Other$170K
- Health$56K
- Dental$56K
- +1 more
Sponsor portfolio
PHELPS INDUSTRIES LLC
EIN 04-3500221Latest filing 2025
Plans
2
Retirement
1
$3.3M assets
Welfare
1
$226K premiums
Participants
457
5213 26TH AVENUE - ROCKFORD, IL 61109815-397-0236
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $226K premiums / 251 covered livesCarrier market share
Premium dollars by Schedule A carrier
75%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY75%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY25%
Broker market share
Schedule A broker compensation
100%top
- ENROLLEASE100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PHELPS INDUSTRIES, LLC 401(K) PLAN
401k
Assets$3.3M
Participants206
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#511
PHELPS INDUSTRIES LLC WELFARE BENEFIT PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$226K
Covered lives251
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PHELPS INDUSTRIES, LLC 401(K) PLAN | 401k | $3.3M | 206 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 511 | PHELPS INDUSTRIES LLC WELFARE BENEFIT PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $226K | 251 | 2025 |
Retirement plans
Welfare plans