Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$233K
- Life$181K
- Long-term disability$181K
- Vision$21K
Sponsor portfolio
PHALCON, LTD
EIN 20-8104883constructionLatest filing 2025
Plans
2
Retirement
1
$73.5M assets
Welfare
1
$254K premiums
Participants
700
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $254K premiums / 660 covered livesCarrier market share
Premium dollars by Schedule A carrier
72%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY72%
- METROPOLITAN LIFE INSURANCE COMPANY20%
- EYEMED VISION CARE8%
Broker market share
Schedule A broker compensation
75%top
- ALLIANT INSURANCE SERVICES, INC.75%
- GIS BENEFITS INC14%
- BOON CHAPMAN BENEFIT ADMINISTRATORS11%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PHALCON, LTD. 401(K) PLAN
401k
Assets$73.5M
Participants399
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PHALCON, LTD WELFARE BENEFITS PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$254K
Covered lives660
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PHALCON, LTD. 401(K) PLAN | 401k | $73.5M | 399 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PHALCON, LTD WELFARE BENEFITS PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $254K | 660 | 2025 |
Retirement plans
Welfare plans