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Sponsor portfolio

PHILLIPS & TEMRO INDUSTRIES

EIN 52-0977491-automotive-Latest filing 2025
Plans
2
Retirement
1
$29.9M assets
Welfare
1
$339K premiums
Participants
643
9700 WEST 74TH STREET - EDEN PRAIRIE, MN 55344952-941-9700phillipsandtemro.comLinkedIn501-1000 employeesautomotive
Plans on this EIN
2 filings
#001401k-$29.9M - 480 part#501Mixed-$339K - 335 lives

Benefits portfolio analytics

1 plan / $339K premiums / 335 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$323K
  • Life$294K
  • Short-term disability$294K
  • Long-term disability$294K
  • Vision$16K
Total $339K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • LIFE INSURANCE COMPANY OF NORTH AMERICA87%
  • SYMETRA LIFE INSURANCE COMPANY9%
  • EYEMED VISION CARE5%
Total $339K3 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • BROWN & BROWN INSURANCE SERVICES76%
  • MARSH & MCLENNAN AGENCY LLC19%
  • HAYS COMPANIES, INC.3%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC1%
Total $71K4 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

PHILLIPS & TEMRO INDUSTRIES, INC. 401(K) PLAN

401k

Assets$29.9M
Participants480
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PHILLIPS & TEMRO INDUSTRIES, INC. GROUP BENEFITS PLAN

Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$339K
Covered lives335
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PHILLIPS & TEMRO INDUSTRIES, INC. 401(K) PLAN401k$29.9M4802025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PHILLIPS & TEMRO INDUSTRIES, INC. GROUP BENEFITS PLANMixedLIFE INSURANCE COMPANY OF NORTH AMERICA$339K3352025
Retirement plans
Welfare plans
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