PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. PHOENIX INTERNATIONAL HOLDINGS, INC.
Sponsor portfolio

PHOENIX INTERNATIONAL HOLDINGS, INC.

EIN 26-1426514-oil & energy-Latest filing 2025
Plans
3
Retirement
2
$43.6M assets
Welfare
1
$2.4M premiums
Participants
565
9301 LARGO DRIVE WEST - LARGO, MD 20774301-341-7800phnx-international.comLinkedIn201-500 employeesoil & energy
Plans on this EIN
3 filings
#001401k-$22.2M - 231 part#002ESOP-$21.3M - 166 part#501Fully Insured-$2.4M - 466 lives

Retirement portfolio analytics

2 plans aggregated / $43.6M assets / 397 participants

Assets by plan

Share of aggregate retirement assets

51%top
  • INC. RETIREMENT PLAN (#001)51%
  • EMPLOYEE STOCK OWNERSHIP (#002)49%
Total $43.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
51%top
  • RAYMOND JAMES FINANCIAL SERVICES51%
  • (Not disclosed)49%
Total $43.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. RETIREMENT PLAN (#001)231
  • EMPLOYEE STOCK OWNERSHIP (#002)166
Total 397Click row to drill in

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
Total $2.4M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • UNITEDHEALTHCARE INSURANCE COMPANY83%
  • HAWAII MEDICAL SERVICE ASSOCIATION6%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY5%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
  • EYEMED VISION CARE0%
  • +3 more
Total $2.4M8 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • CORPORATE SYNERGIES GROUP LLC97%
  • CENTRO BENEFITS RESEARCH LLC2%
  • MULLANEY ENTERPRISES LLC0%
  • JENNIFER E LUBELSKY0%
  • PAMELA GREGG0%
  • +3 more
Total $128K8 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 INTERNATIONAL HOLDINGS, INC. RETIREMENT PLAN

401k

Assets$22.2M
Participants231
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

PHOENIX INTERNATIONAL HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$21.3M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PHOENIX INTERNATIONAL HOLDINGS WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$2.4M
Covered lives466
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PHOENIX INTERNATIONAL HOLDINGS, INC. RETIREMENT PLAN401k$22.2M2312024
002PHOENIX INTERNATIONAL HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$21.3M1662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PHOENIX INTERNATIONAL HOLDINGS WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$2.4M4662025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica