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Sponsor portfolio

PHILLIPS MANAGEMENT GROUP INC.

EIN 20-0360854-real estate-Latest filing 2025
Plans
3
Retirement
2
$3.7M assets
Welfare
1
$141K premiums
Participants
248
1400 BATTLEGROUND AVENUE, SUITE 201 - GREENSBORO, NC 27408336-274-2481phillipsmanagement.comLinkedIn51-200 employeesreal estate
Plans on this EIN
3 filings
#002401k-$3.2M - 81 part#001401k-$486K - 49 part#501Mixed-$141K - 118 lives

Retirement portfolio analytics

2 plans aggregated / $3.7M assets / 130 participants

Assets by plan

Share of aggregate retirement assets

87%top
  • PMG 401(K) (#002)87%
  • MANAGEMENT GROUP 401(K) (#001)13%
Total $3.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PMG 401(K) (#002)81
  • MANAGEMENT GROUP 401(K) (#001)49
Total 130Click row to drill in

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

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $141K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • GW MOUNTCASTLE AGENCY INC.100%
Total $19K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PMG 401(K) PLAN

401k

Assets$3.2M
Participants81
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

PHILLIPS MANAGEMENT GROUP 401(K) PLAN

401k

Assets$486K
Participants49
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PHILLIPS MANAGEMENT GROUP INC EMPLOYEE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$141K
Covered lives118
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PMG 401(K) PLAN401k$3.2M812024
001PHILLIPS MANAGEMENT GROUP 401(K) PLAN401k$486K492024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PHILLIPS MANAGEMENT GROUP INC EMPLOYEE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$141K1182025
Retirement plans
Welfare plans
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