Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PHD, INC.
EIN 35-1000183industrial automationLatest filing 2025
Plans
3
Retirement
2
$45.0M assets
Welfare
1
$251K premiums
Participants
551
PO BOX 9070 - FORT WAYNE, IN 46899260-747-6151phdinc.comLinkedIn201-500 employeesindustrial automation
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $45.0M assets / 313 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $251K premiums / 238 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$251K
- Life$188K
- Long-term disability$188K
- Vision$62K
Carrier market share
Premium dollars by Schedule A carrier
75%top
- STANDARD INSURANCE COMPANY75%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA25%
- BOWEN CENTER0%
Broker market share
Schedule A broker compensation
59%top
- MJ INSURANCE59%
- JAMES R NELLIGAN & ASSOCIATES LLC41%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PHD, INC. NON-UNION 401(K) PLAN
401k
Assets$41.7M
Participants258
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
PHD, INC. UNION 401(K) PLAN
401k
Assets$3.4M
Participants55
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PHD, INC. AND ITS SUBSIDIARIES EMPLOYEE BENEFIT PLAN
Mixed - STANDARD INSURANCE COMPANY
Premiums$251K
Covered lives238
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PHD, INC. NON-UNION 401(K) PLAN | 401k | $41.7M | 258 | 2024 | |
| 002 | PHD, INC. UNION 401(K) PLAN | 401k | $3.4M | 55 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PHD, INC. AND ITS SUBSIDIARIES EMPLOYEE BENEFIT PLAN | Mixed | STANDARD INSURANCE COMPANY | $251K | 238 | 2025 |
Retirement plans
Welfare plans