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Sponsor portfolio

PHOENIX CLOSURES, INC.

EIN 36-2583573-packaging and containers-Latest filing 2025
Plans
3
Retirement
2
$64.7M assets
Welfare
1
$378K premiums
Participants
1,068
975 MERIDIAN LAKE DRIVE - AURORA, IL 60504630-420-4785phoenixclosures.comLinkedIn201-500 employeespackaging and containers
Plans on this EIN
3 filings
#001401k-$49.1M - 215 part#003401k-$15.6M - 353 part#504Mixed-$378K - 500 lives

Retirement portfolio analytics

2 plans aggregated / $64.7M assets / 568 participants

Assets by plan

Share of aggregate retirement assets

76%top
  • PLAN AND TRUST (#001)76%
  • CLOSURES WEST 401(K) (#003)24%
Total $64.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CLOSURES WEST 401(K) (#003)353
  • PLAN AND TRUST (#001)215
Total 568Click row to drill in

Benefits portfolio analytics

1 plan / $378K premiums / 500 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Vision$378K
  • Life$378K
  • Long-term disability$378K
  • Other$378K
Total $378K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $378K1 slice

Broker market share

Schedule A broker compensation

Split broker
52%top
  • UNKNOWN52%
  • USI INSURANCE SERVICES LLC48%
Total $7K2 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

PHOENIX CLOSURES, INC. 401(K) SALARY DEFERRAL PROFIT SHARING PLAN AND TRUST

401k

Assets$49.1M
Participants215
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

PHOENIX CLOSURES WEST 401(K) PLAN

401k

Assets$15.6M
Participants353
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504

GROUP LIFE AND HEALTH PLAN FOR EMPLOYEES OF PHOENIX CLOSURES, INC.

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$378K
Covered lives500
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001PHOENIX CLOSURES, INC. 401(K) SALARY DEFERRAL PROFIT SHARING PLAN AND TRUST401k$49.1M2152025
003PHOENIX CLOSURES WEST 401(K) PLAN401k$15.6M3532025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
504GROUP LIFE AND HEALTH PLAN FOR EMPLOYEES OF PHOENIX CLOSURES, INC.MixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$378K5002025
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