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  2. Phoenix Oversight Group
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Phoenix Oversight Group

EIN 47-4541679-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
1
$8.4M assets
Health & Benefits
2
$1.7M premiums
Participants
282
586 PHEASANT RIDGE ROAD - BRIDGEPORT, WV 26330571-641-6596
Plans on this EIN
3 filings
#001401(k)-$8.4M - 132 part#502Fully insured-$1.6M - 263 lives#501Fully insured-$62K - 76 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.

Benefits portfolio analytics

2 plans / $1.7M premiums / 339 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.6M
  • Dental$1.6M
  • Vision$1.6M
  • Prescription drug$1.6M
  • Long-term disability$29K
  • Short-term disability$24K
  • +2 more
Total $1.7M8 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 OVERSIGHT GROUP 401(K) PLAN

401(k)

Assets$8.4M
Participants132
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502

PHOENIX OVERSIGHT GROUP MEDICAL, DENTAL, VISION PLAN

Fully insured - GROUP HOSPITALIZATION MEDICAL SERVICES INC CAREFIRST BLUECHOICE INC

Premiums$1.6M
Covered lives263
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501

PHOENIX OVERSIGHT GROUP LIFE AND DISABILITY PLAN

Fully insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$62K
Covered lives76
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001PHOENIX OVERSIGHT GROUP 401(K) PLAN401(k)$8.4M1322025
  • PHOENIX OVERSIGHT GROUP 401(K) PLAN$8.4M
    #001 · 401(k) · 2025132

Health & Benefits plans

2 plans on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#502PHOENIX OVERSIGHT GROUP MEDICAL, DENTAL, VISION PLANFully insuredGROUP HOSPITALIZATION MEDICAL SERVICES INC CAREFIRST BLUECHOICE INC$1.6M2632024
#501PHOENIX OVERSIGHT GROUP LIFE AND DISABILITY PLANFully insuredUNITED OF OMAHA LIFE INSURANCE COMPANY$62K762024
  • PHOENIX OVERSIGHT GROUP MEDICAL, DENTAL, VISION PLAN$1.6M
    #502 · Fully insured · GROUP HOSPITALIZATION MEDICAL SERVICES INC CAREFIRST BLUECHOICE INC · 2024263
  • PHOENIX OVERSIGHT GROUP LIFE AND DISABILITY PLAN$62K
    #501 · Fully insured · UNITED OF OMAHA LIFE INSURANCE COMPANY · 202476
Retirement plans
Health & Benefits plans

On this page

  1. Benefits analytics
  2. Plan summaries
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  4. Health & Benefits plans
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