Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
PHIPPS HOUSES
EIN 11-1187480facilities servicesLatest filing 2024
Plans
3
Retirement
2
$80.3M assets
Welfare
1
$4.2M premiums
Participants
1,524
902 BROADWAY FL 13 - NEW YORK, NY 100106033212-243-9090phipssny.orgLinkedIn201-500 employeesfacilities services
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $80.3M assets / 905 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.2M premiums / 838 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.7M
- Prescription drug$3.7M
- Short-term disability$252K
- Dental$213K
- Life$212K
- Long-term disability$212K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
93%top
- CIGNA HEALTH AND LIFE INSURANCE COMPANY93%
- HARTFORD LIFE AND ACCIDENT5%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- AMERITAS LIFE INSURANCE CORP.1%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PENSION PLAN FOR EMPLOYEES OF PHIPPS HOUSES AND AFFILIATES
TraditionalDB
Assets$53.2M
Participants307
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PHIPPS HOUSES & AFFILIATES 401(K) PLAN
401k
Assets$27.1M
Participants598
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
EMPLOYEE BENEFIT PLAN OF PHIPPS HOUSES
Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY
Premiums$4.2M
Covered lives838
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PENSION PLAN FOR EMPLOYEES OF PHIPPS HOUSES AND AFFILIATES | TraditionalDB | $53.2M | 307 | 2024 | |
| 002 | PHIPPS HOUSES & AFFILIATES 401(K) PLAN | 401k | $27.1M | 598 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | EMPLOYEE BENEFIT PLAN OF PHIPPS HOUSES | Fully Insured | CIGNA HEALTH AND LIFE INSURANCE COMPANY | $4.2M | 838 | 2024 |
Retirement plans
Welfare plans