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Sponsor portfolio

PHILLIPS LAW GROUP, PROFESSIONAL CORPORATION

EIN 27-4470648-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$2.6M assets
Welfare
1
$84K premiums
Participants
185
3101 NORTH CENTRAL AVENUE,, SUITE 1500 - PHOENIX, AZ 85012602-258-8900
Plans on this EIN
2 filings
#001401k-$2.6M - 98 part#501Mixed-$84K - 128 lives

Benefits portfolio analytics

1 plan / $84K premiums / 128 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$84K
  • Vision$84K
  • Life$84K
  • Short-term disability$84K
  • Long-term disability$84K
  • Other$84K
Total $84K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • PRINCIPAL LIFE INSURANCE COMPANY100%
Total $84K1 slice

Broker market share

Schedule A broker compensation

Split broker
83%top
  • ASSUREDPARTNERS83%
  • GARRY L JOHNSON & ASSOCIATES INC12%
  • AP BENEFIT ADVISORS, LLC5%
Total $13K3 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

PHILLIPS LAW GROUP 401(K) PROFIT SHARING PLAN

401k

Assets$2.6M
Participants98
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PHILLIPS LAW GROUP HEALTH AND WELFARE PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$84K
Covered lives128
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PHILLIPS LAW GROUP 401(K) PROFIT SHARING PLAN401k$2.6M982025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PHILLIPS LAW GROUP HEALTH AND WELFARE PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$84K1282024
Retirement plans
Welfare plans
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