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  1. Companies/
  2. Phillips Management Group Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Phillips Management Group Inc.

EIN 20-0360854-real estate-Latest filing 2025
Plans
3
Retirement
2
$4.0M assets
Health & Benefits
1
$141K premiums
Participants
248
1400 BATTLEGROUND AVE., SUITE 201 - GREENSBORO, NC 27408336-274-2481phillipsmanagement.comLinkedIn51-200 employeesreal estate
Plans on this EIN
3 filings
#002401(k)-$3.5M - 81 part#001401(k)-$445K - 49 part#501Mixed-$141K - 118 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $4.0M assets / 130 participants

Assets by plan

Share of aggregate retirement assets

  • PMG 401(K) (#002)$3.5M
  • MANAGEMENT GROUP 401(K) (#001)$445K
Total $4.0MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PMG 401(K) (#002)81
  • MANAGEMENT GROUP 401(K) (#001)49
Total 130Select a row to open it

Benefits portfolio analytics

1 plan / $141K premiums / 118 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$141K
  • Life$141K
  • Short-term disability$141K
  • Long-term disability$141K
  • Other$141K
Total $141K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

PMG 401(K) PLAN

401(k)

Assets$3.5M
Participants81
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

PHILLIPS MANAGEMENT GROUP 401(K) PLAN

401(k)

Assets$445K
Participants49
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

PHILLIPS MANAGEMENT GROUP INC EMPLOYEE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$141K
Covered lives118
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002PMG 401(K) PLAN401(k)$3.5M812025
#001PHILLIPS MANAGEMENT GROUP 401(K) PLAN401(k)$445K492025
  • PMG 401(K) PLAN$3.5M
    #002 · 401(k) · 202581
  • PHILLIPS MANAGEMENT GROUP 401(K) PLAN$445K
    #001 · 401(k) · 202549

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501PHILLIPS MANAGEMENT GROUP INC EMPLOYEE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$141K1182025
  • PHILLIPS MANAGEMENT GROUP INC EMPLOYEE BENEFIT PLAN$141K
    #501 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025118
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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