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Sponsor portfolio

PHOENIX REHABILITATION AND HEALTH SERVICES, INC.

EIN 23-2918467-medical practice-Latest filing 2024
Plans
2
Retirement
1
$46.2M assets
Welfare
1
$6.2M premiums
Participants
1,918
2000 WESTINGHOUSE DRIVE, SUITE 200 - CRANBERRY TOWNSHIP, PA 16066724-343-4060LinkedIn11-50 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$46.2M - 1,068 part#501Fully Insured-$6.2M - 995 lives

Benefits portfolio analytics

1 plan / $6.2M premiums / 995 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.5M
  • Prescription drug$5.5M
  • Other$411K
  • Life$409K
  • Short-term disability$409K
  • Long-term disability$409K
  • +2 more
Total $6.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • BLUE CROSS OF CALIFORNIA88%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY7%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Total $6.2M4 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • USI INSURANCE SERVICES LLC85%
  • ASSUREDPARTNERS15%
Total $135K2 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 REHABILITATION AND HEALTH SERVICES, INC. 401(K) PLAN

401k

Assets$46.2M
Participants1,068
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PHOENIX REHABILITATION AND HEALTH SERVICES, INC. BENEFIT PLAN

Fully Insured - HIGHMARK, INC.

Premiums$6.2M
Covered lives995
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PHOENIX REHABILITATION AND HEALTH SERVICES, INC. 401(K) PLAN401k$46.2M1,0682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PHOENIX REHABILITATION AND HEALTH SERVICES, INC. BENEFIT PLANFully InsuredHIGHMARK, INC.$6.2M9952024
Retirement plans
Welfare plans
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