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Sponsor portfolio

PHOENIX OVERSIGHT GROUP

EIN 47-4541679-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
3
Retirement
1
$7.6M assets
Welfare
2
$1.7M premiums
Participants
295
4913 16TH RD. N. - ARLINGTON, VA 22207571-641-6596
Plans on this EIN
3 filings
#001401k-$7.6M - 145 part#502Fully Insured-$1.6M - 263 lives#501Fully Insured-$62K - 76 lives

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

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY4%
Total $1.7M2 slices

Broker market share

Schedule A broker compensation

Split broker
78%top
  • SILBERSTEIN INSURANCE GROUP78%
  • RAFFA & ASSOC FINANCIAL SVCS, INC.12%
  • MARSH & MCLENNAN AGENCY LLC9%
Total $86K3 slices

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 OVERSIGHT GROUP 401(K) PLAN

401k

Assets$7.6M
Participants145
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

PHOENIX OVERSIGHT GROUP MEDICAL, DENTAL, VISION PLAN

Fully Insured - GROUP HOSPITALIZATION MEDICAL SERVICES INC CAREFIRST BLUECHOICE INC

Premiums$1.6M
Covered lives263
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

PHOENIX OVERSIGHT GROUP LIFE AND DISABILITY PLAN

Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$62K
Covered lives76
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PHOENIX OVERSIGHT GROUP 401(K) PLAN401k$7.6M1452024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest 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
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