Assets by plan
Share of aggregate retirement assets
Filings through .
Phoenix International Holdings,
EIN 26-1426514oil & energyLatest filing 2025
Plans
3
Retirement
2
$45.1M assets
Health & Benefits
1
$2.4M premiums
Participants
565
9301 LARGO DRIVE WEST - LARGO, MD 20774248-703-6321phnx-international.comLinkedIn201-500 employeesoil & energy
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $45.1M assets / 397 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
- (Not disclosed)$21.3M
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.4M premiums / 466 covered lives
Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.1M
- Prescription drug$2.0M
- Other$150K
- Short-term disability$132K
- Life$129K
- Long-term disability$129K
- +2 more
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
PHOENIX INTERNATIONAL HOLDINGS, INC. RETIREMENT PLAN
401(k)
Assets$23.7M
Participants231
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
PHOENIX INTERNATIONAL HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$21.3M
Participants166
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
PHOENIX INTERNATIONAL HOLDINGS WELFARE BENEFIT PLAN
Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.4M
Covered lives466
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PHOENIX INTERNATIONAL HOLDINGS, INC. RETIREMENT PLAN | 401(k) | $23.7M | 231 | 2025 |
| #002 | PHOENIX INTERNATIONAL HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $21.3M | 166 | 2024 |
- #001 · 401(k) · 2025231
- #002 · ESOP · 2024166
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | PHOENIX INTERNATIONAL HOLDINGS WELFARE BENEFIT PLAN | Fully insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.4M | 466 | 2025 |
- #501 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025466
Retirement plans
Health & Benefits plans