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Sponsor portfolio

PHILLIPS CORPORATION

EIN 52-0736062-machinery-Latest filing 2025
Plans
2
Retirement
1
$36.8M assets
Welfare
1
$5.6M premiums
Participants
741
7390 COCA COLA DRIVE - HANOVER, MD 21076410-564-2925phillipscorp.comLinkedIn201-500 employeesmachinery
Plans on this EIN
2 filings
#002401k-$36.8M - 393 part#501Fully Insured-$5.6M - 892 lives

Benefits portfolio analytics

1 plan / $5.6M premiums / 892 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$5.2M
  • Dental$5.2M
  • Vision$5.2M
  • Prescription drug$5.2M
  • Other$381K
  • Life$365K
  • +2 more
Total $5.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • UNITEDHEALTHCARE INSURANCE COMPANY93%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA6%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $5.6M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $250K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

THE PHILLIPS CORPORATION RETIREMENT PLAN

401k

Assets$36.8M
Participants393
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PHILLIPS CORPORATION FLEXIBLE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$5.6M
Covered lives892
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE PHILLIPS CORPORATION RETIREMENT PLAN401k$36.8M3932024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PHILLIPS CORPORATION FLEXIBLE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$5.6M8922025
Retirement plans
Welfare plans
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