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Sponsor portfolio

FENIX24

EIN 26-4254614-Latest filing 2025
Plans
2
Retirement
1
$7.2M assets
Welfare
1
$2.2M premiums
Participants
466
1513 COWART STREET - CHATTANOOGA, TN 37408423-305-7890
Plans on this EIN
2 filings
#001401k-$7.2M - 218 part#501Fully Insured-$2.2M - 377 lives

Benefits portfolio analytics

1 plan / $2.2M premiums / 377 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Dental$446K
  • Vision$446K
  • Life$446K
  • Short-term disability$446K
  • +2 more
Total $2.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • BLUE CROSS OF CALIFORNIA80%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA20%
Total $2.2M2 slices

Broker market share

Schedule A broker compensation

Split broker
41%top
  • BENNIE INSURANCE, LLC41%
  • GREGORY AUTUORI34%
  • BETHANY LOVING25%
  • UNKNOWN0%
Total $155K4 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

CONVERSANT GROUP RETIREMENT PLAN

401k

Assets$7.2M
Participants218
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FENIX24 BENEFITS PLAN

Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.

Premiums$2.2M
Covered lives377
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CONVERSANT GROUP RETIREMENT PLAN401k$7.2M2182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FENIX24 BENEFITS PLANFully InsuredBLUECROSS BLUESHIELD OF TENNESSEE, INC.$2.2M3772025
Retirement plans
Welfare plans
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