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  2. Phoenix Services LLC
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Filings through Oct 24, 2026.

Phoenix Services LLC

EIN 45-5483929-mechanical or industrial engineering-Latest filing 2025
Plans
2
Retirement
1
$6.9M assets
Health & Benefits
1
$3.2M premiums
Participants
567
10260 WESTHEIMER RD SUITE 460 - HOUSTON, TX 77042713-952-5533LinkedIn1-10 employeesmechanical or industrial engineering
Plans on this EIN
2 filings
#001401(k)-$6.9M - 319 part#501Fully insured-$3.2M - 298 lives

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

Benefits portfolio analytics

1 plan / $3.2M premiums / 298 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.7M
  • Prescription drug$2.7M
  • Dental$431K
  • Vision$431K
  • Life$431K
  • Short-term disability$431K
  • +2 more
Total $3.2M8 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

PHOENIX SERVICES LLC 401(K) PLAN

401(k)

Assets$6.9M
Participants319
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

PHOENIX SERVICES HEALTH & WELFARE PLAN

Fully insured - BLUE CROSS BLUE SHIELD OF TEXAS

Premiums$3.2M
Covered lives298
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001PHOENIX SERVICES LLC 401(K) PLAN401(k)$6.9M3192025
  • PHOENIX SERVICES LLC 401(K) PLAN$6.9M
    #001 · 401(k) · 2025319

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501PHOENIX SERVICES HEALTH & WELFARE PLANFully insuredBLUE CROSS BLUE SHIELD OF TEXAS$3.2M2982025
  • PHOENIX SERVICES HEALTH & WELFARE PLAN$3.2M
    #501 · Fully insured · BLUE CROSS BLUE SHIELD OF TEXAS · 2025298
Retirement plans
Health & Benefits plans

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  2. Plan summaries
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