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Sponsor portfolio

PHUSION PROJECTS, LLC

EIN 20-8141359-food & beverages-Latest filing 2025
Plans
2
Retirement
1
$12.4M assets
Welfare
1
$182K premiums
Participants
311
640 NORTH LASALLE STREET, SUITE 620 - CHICAGO, IL 60654888-402-5247phusionprojects.comLinkedIn51-200 employeesfood & beverages
Plans on this EIN
2 filings
#001401k-$12.4M - 185 part#503Mixed-$182K - 286 lives

Benefits portfolio analytics

1 plan / $182K premiums / 286 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$187K
  • Dental$186K
  • Vision$186K
  • Life$186K
  • Short-term disability$186K
  • Long-term disability$186K
Total $187K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
99%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY99%
  • HEALTHJOY1%
Total $187K2 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • MJ INSURANCE58%
  • JAMES R NELLIGAN & ASSOCIATES LLC23%
  • HEALTHJOY, LLC19%
Total $41K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

PHUSION PROJECTS, LLC 401(K) PLAN

401k

Assets$12.4M
Participants185
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

PHUSION PROJECTS, LLC HEALTH AND WELFARE BENEFIT PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$182K
Covered lives286
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PHUSION PROJECTS, LLC 401(K) PLAN401k$12.4M1852024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503PHUSION PROJECTS, LLC HEALTH AND WELFARE BENEFIT PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$182K2862025
Retirement plans
Welfare plans
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