Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$65K
- Life$28K
- Health$12K
Sponsor portfolio
PHOENIX BOATS
EIN 26-0383508retailLatest filing 2025
Plans
2
Retirement
1
$3.1M assets
Welfare
1
$105K premiums
Participants
286
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $105K premiums / 213 covered livesCarrier market share
Premium dollars by Schedule A carrier
62%top
- DELTA DENTAL OF CALIFORNIA62%
- STANDARD INSURANCE COMPANY27%
- BLUE CROSS OF CALIFORNIA11%
Broker market share
Schedule A broker compensation
77%top
- EDGEWOOD PARTNERS INSURANCE CENTER77%
- PROFESSIONAL GROUP PLANS INC13%
- DENNIS L. TUMMINIA10%
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 BOATS 401(K) PROFIT SHARING PLAN & TRUST
401k
Assets$3.1M
Participants141
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PHOENIX BOATS WELFARE BENEFITS PLAN
Mixed - DELTA DENTAL OF TENNESSEE
Premiums$105K
Covered lives213
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PHOENIX BOATS 401(K) PROFIT SHARING PLAN & TRUST | 401k | $3.1M | 141 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PHOENIX BOATS WELFARE BENEFITS PLAN | Mixed | DELTA DENTAL OF TENNESSEE | $105K | 213 | 2025 |
Retirement plans
Welfare plans