Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$462K
- Dental$247K
- Vision$247K
- Life$247K
- Short-term disability$247K
- Long-term disability$247K
- +2 more
Sponsor portfolio
PHOENIX INVESTORS LLC
EIN 39-1785189Latest filing 2025
Plans
2
Retirement
1
$7.4M assets
Welfare
1
$734K premiums
Participants
410
401 EAST KILBOURN AVENUE, SUITE 201 - MILWAUKEE, WI 53020414-283-2600
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $734K premiums / 305 covered livesCarrier market share
Premium dollars by Schedule A carrier
66%top
- HCC LIFE INSURANCE COMPANY66%
- PRINCIPAL LIFE INSURANCE COMPANY34%
Broker market share
Schedule A broker compensation
43%top
- MARSH & MCLENNAN AGENCY LLC43%
- MCGRIFF INSURANCE SERVICES INC41%
- WATCHTOWER BENEFITS, LLC15%
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 INVESTORS 401(K) PLAN
401k
Assets$7.4M
Participants254
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PHOENIX INVESTORS, LLC
Fully Insured - TOKIO MARINE
Premiums$734K
Covered lives305
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PHOENIX INVESTORS 401(K) PLAN | 401k | $7.4M | 254 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PHOENIX INVESTORS, LLC | Fully Insured | TOKIO MARINE | $734K | 305 | 2025 |
Retirement plans
Welfare plans