PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. THE PHOENIX CENTER, INC.
Sponsor portfolio

THE PHOENIX CENTER, INC.

EIN 22-3114959-primary/secondary education-Latest filing 2025
Plans
2
Retirement
1
$17.2M assets
Welfare
1
$1.1M premiums
Participants
422
16 MONSIGNOR OWENS PLACE - NUTLEY, NJ 07110973-542-0743thephoenixcenternj.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filings
#001403b-$17.2M - 231 part#501Fully Insured-$1.1M - 191 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 191 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$775K
  • Prescription drug$222K
  • Dental$66K
  • Life$48K
  • Long-term disability$25K
  • Vision$9K
Total $1.1M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • HORIZON HEALTHCARE SERVICES, INC.87%
  • STANDARD INSURANCE COMPANY7%
  • DELTA DENTAL OF CALIFORNIA6%
  • EYEMED VISION CARE1%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
83%top
  • SAVOY ASSOCIATES83%
  • WORLD INSURANCE ASSOCIATES LLC16%
  • RJ GOLDSTEIN & ASSOCIATES1%
Total $68K3 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

PHOENIX CENTER EMPLOYEE RETIREMENT PLAN

403b

Assets$17.2M
Participants231
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE PHOENIX CENTER, INC EMPLOYEE INSURANCE PLAN

Fully Insured - HORIZON HEALTHCARE SERVICES, INC

Premiums$1.1M
Covered lives191
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PHOENIX CENTER EMPLOYEE RETIREMENT PLAN403b$17.2M2312025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE PHOENIX CENTER, INC EMPLOYEE INSURANCE PLANFully InsuredHORIZON HEALTHCARE SERVICES, INC$1.1M1912024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica