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Sponsor portfolio

PHIL, INC.

EIN 47-4554128-pharmaceuticals-Latest filing 2025
Plans
2
Retirement
1
$4.6M assets
Welfare
1
$985K premiums
Participants
646
14500 N. NORTHSIGHT BOULEVARD, SUITE 307 - SCOTTSDALE, AZ 85260855-977-0975phil.usLinkedIn51-200 employeespharmaceuticals
Plans on this EIN
2 filings
#001401k-$4.6M - 347 part#501Fully Insured-$985K - 501 lives

Benefits portfolio analytics

1 plan / $985K premiums / 501 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$897K
  • Prescription drug$897K
  • Vision$54K
  • Life$54K
  • Short-term disability$54K
  • Long-term disability$54K
  • +2 more
Total $985K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • PRINCIPAL LIFE INSURANCE COMPANY6%
  • DELTA DENTAL OF CALIFORNIA3%
Total $985K3 slices

Broker market share

Schedule A broker compensation

Split broker
95%top
  • PATRIOT GROWTH INSURANCE SERVICES95%
  • CENTERSTONE INSURANCE AND FINANCIAL5%
Total $38K2 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

PHIL 401(K) PLAN

401k

Assets$4.6M
Participants347
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PHIL, INC. WRAP PLAN

Fully Insured - BLUECROSS BLUESHIELD OF ARIZONA

Premiums$985K
Covered lives501
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PHIL 401(K) PLAN401k$4.6M3472024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PHIL, INC. WRAP PLANFully InsuredBLUECROSS BLUESHIELD OF ARIZONA$985K5012025
Retirement plans
Welfare plans
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