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Sponsor portfolioTH

PHOEBE-DEVITT HOMES

EIN 23-1396838-medical practice-Latest filing 2025
Plans
4
Retirement
3
$47.1M assets
Welfare
1
$1.3M premiums
Participants
1,896
1925 TURNER STREET - ALLENTOWN, PA 18104610-435-9037LinkedIn501-1000 employeesmedical practice
Plans on this EIN
4 filings
#003401k-$39.5M - 1,293 part#005403b-$7.5M - 74 part#002TraditionalDB-$93K - 0 part#507Mixed-$1.3M - 861 lives

Retirement portfolio analytics

3 plans aggregated / $47.1M assets / 1,367 participants

Assets by plan

Share of aggregate retirement assets

84%top
  • 401(K) RETIREMENT Savings (#003)84%
  • PHOEBE-DEVITT HOMES 403(B) (#005)16%
  • UNION EMPLOYEES' PENSION (#002)0%
Total $47.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT Savings (#003)1,293
  • PHOEBE-DEVITT HOMES 403(B) (#005)74
Total 1,367Click row to drill in

Benefits portfolio analytics

1 plan / $1.3M premiums / 861 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$714K
  • Other$342K
  • Short-term disability$155K
  • Life$136K
  • Long-term disability$136K
  • Vision$51K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
39%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA39%
  • UNITEDHEALTHCARE INSURANCE COMPANY29%
  • UNITED STATES FIRE INSURANCE COMPANY28%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA4%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Split broker
57%top
  • BSI CORPORATE BENEFITS LLC57%
  • MCCLELLAN, DAVID J43%
Total $78K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

PHOEBE-DEVITT HOMES 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$39.5M
Participants1,293
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005

PHOEBE-DEVITT HOMES 403(B) PLAN

403b

Assets$7.5M
Participants74
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PHOEBE HOME, INC. UNION EMPLOYEES' PENSION PLAN

TraditionalDB

Assets$93K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

PHOEBE-DEVITT HOMES GROUP INSURANCE PLAN

Mixed - OPTUM HEALTH (UNIMERICA INSURANCE COMPANY)

Premiums$1.3M
Covered lives861
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003PHOEBE-DEVITT HOMES 401(K) RETIREMENT SAVINGS PLAN401k$39.5M1,2932024
005PHOEBE-DEVITT HOMES 403(B) PLAN403b$7.5M742024
002PHOEBE HOME, INC. UNION EMPLOYEES' PENSION PLANTraditionalDB$93K02024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
507PHOEBE-DEVITT HOMES GROUP INSURANCE PLANMixedOPTUM HEALTH (UNIMERICA INSURANCE COMPANY)$1.3M8612025
Retirement plans
Welfare plans
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