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Sponsor portfolioTH

PHOENIX COUNSELING CENTER

EIN 20-2493799-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
1
$1.2M assets
Welfare
1
$920K premiums
Participants
302
839 MAJESTIC COURT - SUITE 1 - GASTONIA, NC 28054864-431-4304LinkedIn1-10 employees
Plans on this EIN
2 filings
#002401k-$1.2M - 174 part#501Fully Insured-$920K - 128 lives

Benefits portfolio analytics

1 plan / $920K premiums / 128 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$747K
  • Prescription drug$747K
  • Other$66K
  • Dental$46K
  • Vision$46K
  • Short-term disability$34K
  • +2 more
Total $920K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • BLUE CROSS OF CALIFORNIA81%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY13%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • FIRST STOP HEALTH1%
Total $920K4 slices

Broker market share

Schedule A broker compensation

Split broker
38%top
  • M.E. WILSON COMPANY, LLC38%
  • DOUGLAS KING32%
  • BOON CHAPMAN BENEFIT ADMINISTRATORS18%
  • GIS BENEFITS INC12%
Total $46K4 slices

Plan deep-dives

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

PHOENIX COUNSELING CENTER 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$1.2M
Participants174
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PHOENIX COUNSELING CENTER WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$920K
Covered lives128
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PHOENIX COUNSELING CENTER 401(K) PROFIT SHARING PLAN & TRUST401k$1.2M1742025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PHOENIX COUNSELING CENTER WELFARE BENEFIT PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$920K1282025
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