Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.6M
- Dental$1.6M
- Vision$1.6M
- Prescription drug$1.6M
- Other$65K
- Life$61K
- +2 more
Sponsor portfolio
PHASE2 TECHNOLOGY, LLC
EIN 54-2058155Latest filing 2025
Plans
2
Retirement
1
$21.1M assets
Welfare
1
$1.7M premiums
Participants
550
1735 NORTH LYNN STREET, SUITE 720 - ARLINGTON, VA 22209703-548-6050
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 639 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- UNITEDHEALTHCARE INSURANCE COMPANY96%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
- AFLAC0%
Broker market share
Schedule A broker compensation
99%top
- MARSH & MCLENNAN AGENCY LLC99%
- MID ATLANTIC BENEFITS GROUP LLC1%
- WESLEY K JOHNSON II0%
- MATTHEW D DIPASQUALE0%
- MICHAEL C WALKER0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PHASE2 TECHNOLOGY LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$21.1M
Participants279
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PHASE2 TECHNOLOGY LLC WELFARE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.7M
Covered lives639
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PHASE2 TECHNOLOGY LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $21.1M | 279 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PHASE2 TECHNOLOGY LLC WELFARE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.7M | 639 | 2025 |
Retirement plans
Welfare plans