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  2. PHOENIX AIR GROUP, INC.
Sponsor portfolio

PHOENIX AIR GROUP, INC.

EIN 58-1653300-aviation & aerospace-Latest filing 2025
Plans
2
Retirement
1
$31.9M assets
Welfare
1
$517K premiums
Participants
604
100 PHOENIX AIR DRIVE - CARTERSVILLE, GA 30120770-387-2000phoenixair.comLinkedIn201-500 employeesaviation & aerospace
Plans on this EIN
2 filings
#001401k-$31.9M - 331 part#501Mixed-$517K - 611 lives

Benefits portfolio analytics

1 plan / $517K premiums / 611 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$310K
  • Life$299K
  • Short-term disability$299K
  • Long-term disability$299K
  • Dental$183K
  • Vision$24K
Total $517K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY58%
  • BLUE CROSS OF CALIFORNIA35%
  • VISION SERVICE PLAN5%
  • ESPYR1%
  • FLEXCARE DIGITAL HEALTH1%
Total $517K5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • DIGITAL INSURANCE LLC99%
  • CENTRO BENEFITS RESEARCH LLC1%
Total $88K2 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

PHOENIX AIR GROUP, INC. 401(K) PLAN

401k

Assets$31.9M
Participants331
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PHOENIX AIR GROUP, INC PRE TAX PREMIUM PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$517K
Covered lives611
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PHOENIX AIR GROUP, INC. 401(K) PLAN401k$31.9M3312025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PHOENIX AIR GROUP, INC PRE TAX PREMIUM PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$517K6112025
Retirement plans
Welfare plans
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