Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Dental$1.2M
- Vision$1.2M
- Other$276K
- Short-term disability$206K
- Life$139K
Sponsor portfolio
PHOENIX SENIOR LIVING
EIN 27-4328606hospital & health careLatest filing 2025
Plans
2
Retirement
1
$5.4M assets
Welfare
1
$1.7M premiums
Participants
4,774
10933 CRABAPPLE ROAD - ROSWELL, GA 30075678-214-2900phoenixsrliving.comLinkedIn1001-5000 employeeshospital & health care
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 1,549 covered livesCarrier market share
Premium dollars by Schedule A carrier
68%top
- BLUE CROSS OF CALIFORNIA68%
- RELIANCE STANDARD LIFE INSURANCE COMPANY20%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
Broker market share
Schedule A broker compensation
88%top
- HUB INTERNATIONAL MIDWEST LIMITED88%
- THE CASON GROUP INC12%
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 SENIOR LIVING 401(K) PLAN
401k
Assets$5.4M
Participants3,223
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PHOENIX SENIOR LIVING LLC EMPLOYEES HEALTH PLAN
Fully Insured - BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.
Premiums$1.7M
Covered lives1,549
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PHOENIX SENIOR LIVING 401(K) PLAN | 401k | $5.4M | 3,223 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PHOENIX SENIOR LIVING LLC EMPLOYEES HEALTH PLAN | Fully Insured | BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | $1.7M | 1,549 | 2025 |
Retirement plans
Welfare plans