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Sponsor portfolio

PHOENIX WOOD PRODUCTS INC.

EIN 59-3600125-paper & forest products-Latest filing 2025
Plans
2
Retirement
1
$6.3M assets
Welfare
1
$1.4M premiums
Participants
310
3761 NE 36TH STREET - OCALA, FL 34479352-622-1131phoenixwood.comLinkedIn51-200 employeespaper & forest products
Plans on this EIN
2 filings
#001401k-$6.3M - 201 part#506Fully Insured-$1.4M - 92 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 92 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.3M
  • Prescription drug$1.2M
  • Dental$36K
  • Vision$8K
Total $1.4M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • UPMC HEALTH OPTIONS12%
  • STANDARD INSURANCE COMPANY3%
Total $1.4M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • HUB INTERNATIONAL MIDWEST LIMITED100%
Total $85K1 slice

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 WOOD PRODUCTS, INC. 401(K) PLAN

401k

Assets$6.3M
Participants201
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

PHOENIX WOOD PRODUCTS INC. HEALTH AND WELFARE PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$1.4M
Covered lives92
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PHOENIX WOOD PRODUCTS, INC. 401(K) PLAN401k$6.3M2012024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506PHOENIX WOOD PRODUCTS INC. HEALTH AND WELFARE PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$1.4M922025
Retirement plans
Welfare plans
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