Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$236K
- Life$88K
- Other$9K
- Long-term disability$6K
Sponsor portfolio
PHB, INC.
EIN 25-1490822automotiveLatest filing 2025
Plans
2
Retirement
1
$29.3M assets
Welfare
1
$340K premiums
Participants
680
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $340K premiums / 388 covered livesCarrier market share
Premium dollars by Schedule A carrier
70%top
- SYMETRA LIFE INSURANCE COMPANY70%
- NEW YORK LIFE GROUP INSURANCE COMPANY OF NEW YORK30%
Broker market share
Schedule A broker compensation
54%top
- LOESEL-SCHAAF INSURANCE AGENCY INC54%
- FRISSORA & ASSOCIATES LLC46%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PHB, INC. EMPLOYEES PROFIT SHARING PLAN
401k
Assets$29.3M
Participants292
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PHB, INC. EMPLOYEES' WELFARE BENEFIT PLAN
Mixed - SYMETRA LIFE INSURANCE COMPANY
Premiums$340K
Covered lives388
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PHB, INC. EMPLOYEES PROFIT SHARING PLAN | 401k | $29.3M | 292 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PHB, INC. EMPLOYEES' WELFARE BENEFIT PLAN | Mixed | SYMETRA LIFE INSURANCE COMPANY | $340K | 388 | 2025 |
Retirement plans
Welfare plans