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Sponsor portfolio

THE PHOENIX FORGE GROUP LLC

EIN 23-2932241-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$44.8M assets
Welfare
1
$7.0M premiums
Participants
884
1020 MACARTHUR RD - READING, PA 196059404610-374-3117LinkedIn201-500 employeesindividual & family services
Plans on this EIN
2 filings
#001401k-$44.8M - 365 part#515Fully Insured-$7.0M - 713 lives

Benefits portfolio analytics

1 plan / $7.0M premiums / 713 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$6.8M
  • Health$6.7M
  • Prescription drug$6.7M
  • Life$174K
  • Long-term disability$174K
  • Other$174K
  • +1 more
Total $7.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • HARTFORD LIFE AND ACCIDENT2%
  • DELTA DENTAL OF CALIFORNIA1%
  • METROPOLITAN LIFE INSURANCE COMPANY0%
Total $7.0M4 slices

Broker market share

Schedule A broker compensation

Split broker
48%top
  • FAIRBANKS, WILLIAM MATTHEW48%
  • ENGLE-HAMBRIGHT & DAVIES, INC.39%
  • JAMES R NELLIGAN & ASSOCIATES LLC12%
Total $71K3 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

THE PHOENIX FORGE GROUP 401(K) SAVINGS PLAN

401k

Assets$44.8M
Participants365
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#515

THE PHOENIX FORGE GROUP HEALTH & WELFARE PLAN

Fully Insured - HIGHMARK INC.

Premiums$7.0M
Covered lives713
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE PHOENIX FORGE GROUP 401(K) SAVINGS PLAN401k$44.8M3652024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
515THE PHOENIX FORGE GROUP HEALTH & WELFARE PLANFully InsuredHIGHMARK INC.$7.0M7132025
Retirement plans
Welfare plans
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