PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Sandberg, Phoenix & Von Gontard P.C
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Sandberg, Phoenix & Von Gontard P.C

EIN 43-1186987-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$92.9M assets
Health & Benefits
1
$842K premiums
Participants
803
701 MARKET STREET, SUITE 600 - ST. LOUIS, MO 63101314-231-3332
Plans on this EIN
2 filings
#002401(k)-$92.9M - 444 part#502Mixed-$842K - 360 lives

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

Benefits portfolio analytics

1 plan / $842K premiums / 360 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$413K
  • Other$390K
  • Dental$318K
  • Vision$318K
  • Long-term disability$76K
Total $842K5 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#002

SANDBERG, PHOENIX & VON GONTARD P.C. SAVINGS PLAN

401(k)

Assets$92.9M
Participants444
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

SANDBERG PHOENIX & VON GONTARD P.C. WELFARE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$842K
Covered lives360
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002SANDBERG, PHOENIX & VON GONTARD P.C. SAVINGS PLAN401(k)$92.9M4442025
  • SANDBERG, PHOENIX & VON GONTARD P.C. SAVINGS PLAN$92.9M
    #002 · 401(k) · 2025444

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502SANDBERG PHOENIX & VON GONTARD P.C. WELFARE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$842K3602025
  • SANDBERG PHOENIX & VON GONTARD P.C. WELFARE BENEFITS PLAN$842K
    #502 · Mixed · METROPOLITAN LIFE INSURANCE COMPANY · 2025360
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