Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$104K
- Long-term disability$46K
- Life$44K
- Vision$35K
Sponsor portfolio
PHILLIPS EDISON & CO., LTD
EIN 31-1669229real estateLatest filing 2025
Plans
2
Retirement
1
$56.4M assets
Welfare
1
$185K premiums
Participants
753
11501 NORTHLAKE DRIVE - CINCINNATI, OH 45249513-554-1110phillipsedison.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $185K premiums / 482 covered livesCarrier market share
Premium dollars by Schedule A carrier
78%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY78%
- FIDELITY SECURITY LIFE INSURANCE COMPANY19%
- UNITEDHEALTHCARE INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
89%top
- HUB INTERNATIONAL MIDWEST LIMITED89%
- WATCHTOWER TECHNOLOGIES INC11%
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 EDISON & CO. 401(K) SAVINGS PLAN
401k
Assets$56.4M
Participants442
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
PHILLIPS EDISON & CO., LTD EMPLOYEE HEALTH PLAN
Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY
Premiums$185K
Covered lives482
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PHILLIPS EDISON & CO. 401(K) SAVINGS PLAN | 401k | $56.4M | 442 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | PHILLIPS EDISON & CO., LTD EMPLOYEE HEALTH PLAN | Mixed | RELIANCE STANDARD LIFE INSURANCE COMPANY | $185K | 482 | 2025 |
Retirement plans
Welfare plans