PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Phillips Edison & Company Ltd
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Phillips Edison & Company Ltd

EIN 31-1669229-real estate-Latest filing 2025
Plans
2
Retirement
1
$68.2M assets
Health & Benefits
1
$185K premiums
Participants
726
11501 NORTHLAKE DRIVE - CINCINNATI, OH 45249513-619-5058phillipsedison.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filings
#001401(k)-$68.2M - 415 part#502Mixed-$185K - 482 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $185K premiums / 482 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$104K
  • Long-term disability$46K
  • Life$44K
  • Vision$35K
Total $185K4 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

PHILLIPS EDISON & CO. 401(K) SAVINGS PLAN

401(k)

Assets$68.2M
Participants415
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

PHILLIPS EDISON & CO., LTD EMPLOYEE HEALTH PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$185K
Covered lives482
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001PHILLIPS EDISON & CO. 401(K) SAVINGS PLAN401(k)$68.2M4152025
  • PHILLIPS EDISON & CO. 401(K) SAVINGS PLAN$68.2M
    #001 · 401(k) · 2025415

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502PHILLIPS EDISON & CO., LTD EMPLOYEE HEALTH PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$185K4822025
  • PHILLIPS EDISON & CO., LTD EMPLOYEE HEALTH PLAN$185K
    #502 · Mixed · RELIANCE STANDARD LIFE INSURANCE COMPANY · 2025482
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
  3. Retirement plans
  4. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica