Sponsor portfolioTH

PHIFER INCORPORATED

EIN 63-0441784mechanical or industrial engineeringLatest filing 2025

Plans

Retirement

$184.0M assets

Welfare

$1.3M premiums

Participants

2,396

4400 REESE PHIFER AVENUE, PO BOX 1700 - TUSCALOOSA, AL 35401205-750-4816phifer.comLinkedIn1001-5000 employeesmechanical or industrial engineering

Plans on this EIN

2 filings

#004401k-$184.0M - 1,295 part #501Mixed-$1.3M - 1,065 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 1,065 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

Other$847K
Life$627K
Long-term disability$627K
Stop-loss$348K
Vision$107K

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor

57%top

PRUDENTIAL INSURANCE COMPANY OF AMERICA57%
SUN LIFE ASSURANCE COMPANY OF CANADA27%
AMERICAN HERITAGE LIFE INSURANCE COMPANY8%
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%

Broker market share

Schedule A broker compensation

Split broker

43%top

UTIC INSURANCE COMPANY43%
COBBS ALLEN & HALL INC35%
CRISTY A FLOURNOY12%
JOHN S PRADAT9%
BARBARA METTERNICH1%
+1 more

Plan deep-dives

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

Retirement#004

PHIFER RETIREMENT AND 401(K) SAVINGS PLAN

401k

Assets$184.0M

Participants1,295

Inside the deep dive

Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

Open plan deep dive

Welfare#501