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Sponsor portfolio

PHOENIX TOWER INTERNATIONAL INVESTMENTS LLC

EIN 36-4798271-telecommunications-Latest filing 2025
Plans
2
Retirement
1
$1 assets
Welfare
1
$1.9M premiums
Participants
108
999 YAMATO ROAD, SUITE 100 - BOCA RATON, FL 33431203-536-0155phoenixintnl.comLinkedIn201-500 employeestelecommunications
Plans on this EIN
2 filings
#001401k-$1 - 1 part#501Fully Insured-$1.9M - 156 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 156 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Dental$1.7M
  • Vision$1.7M
  • Life$162K
  • Short-term disability$162K
  • Long-term disability$162K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY91%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY9%
Total $1.9M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $106K1 slice

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 TOWER INTERNATIONAL INVESTMENTS 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$1
Participants1
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PHOENIX TOWER INTERNATIONAL HEALTH AND WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.9M
Covered lives156
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PHOENIX TOWER INTERNATIONAL INVESTMENTS 401(K) PROFIT SHARING PLAN & TRUST401k$112024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PHOENIX TOWER INTERNATIONAL HEALTH AND WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.9M1562025
Retirement plans
Welfare plans
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