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Sponsor portfolio

PHILLIPS PROGRAMS

EIN 54-0833311-Latest filing 2025
Plans
3
Retirement
0
Welfare
3
$2.0M premiums
Participants
634
7010 BRADDOCK RD - ANNANDALE, VA 220036006703-941-8810
Plans on this EIN
3 filings
#502Fully Insured-$1.3M - 246 lives#503Mixed-$590K - 76 lives#501Fully Insured-$90K - 312 lives

Benefits portfolio analytics

3 plans / $2.0M premiums / 634 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Dental$1.3M
  • Vision$1.3M
  • Prescription drug$1.3M
  • Life$90K
  • Short-term disability$90K
  • +2 more
Total $2.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • BLUE CROSS OF CALIFORNIA66%
  • KAISER FOUNDATION HEALTH PLAN INC29%
  • METROPOLITAN LIFE INSURANCE COMPANY4%
Total $2.0M3 slices

Broker market share

Schedule A broker compensation

Split broker
74%top
  • ENROLLEASE74%
  • POTOMAC BASIN GROUP ASSOC LLC17%
  • GIS BENEFITS INC5%
  • NFP INSURANCE SERVICES INC3%
  • BOON CHAPMAN BENEFIT ADMINISTRATORS2%
Total $128K5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Welfare#502

PHILLIPS PROGRAMS LONG TERM DISABILITY PLAN

Fully Insured - CAREFIRST BLUECHOICE, INC.

Premiums$1.3M
Covered lives246
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

PHILLIPS PROGRAMS FLEXIBLE BENEFITS PLAN

Mixed - KAISER PERMANENTE

Premiums$590K
Covered lives76
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501

PHILLIPS PROGRAMS LIFE INSURANCE PLAN

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$90K
Covered lives312
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
502PHILLIPS PROGRAMS LONG TERM DISABILITY PLANFully InsuredCAREFIRST BLUECHOICE, INC.$1.3M2462025
503PHILLIPS PROGRAMS FLEXIBLE BENEFITS PLANMixedKAISER PERMANENTE$590K762025
501PHILLIPS PROGRAMS LIFE INSURANCE PLANFully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$90K3122025
Welfare plans
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