Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$152K
- Dental$152K
- Stop-loss$152K
Sponsor portfolio
PHOENIX MGT & CONSULTING
EIN 65-0949149Latest filing 2025
Plans
2
Retirement
1
$84K assets
Welfare
1
$152K premiums
Participants
153
941A CLINT MOORE RD - BOCA RATON, FL 33487561-988-2036
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $152K premiums / 29 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- NFA HEALTH PLUS INCORPORATED CELL100%
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 MANAGEMENT 401(K) PLAN
401k
Assets$84K
Participants124
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
EMPLOYEE HEALTH PLAN OF PHOENIX MGT & CONSULTING
Self Funded - NFA HEALTH PLUS INCORPORATED CELL
Premiums$152K
Covered lives29
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PHOENIX MANAGEMENT 401(K) PLAN | 401k | $84K | 124 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | EMPLOYEE HEALTH PLAN OF PHOENIX MGT & CONSULTING | Self Funded | NFA HEALTH PLUS INCORPORATED CELL | $152K | 29 | 2025 |
Retirement plans
Welfare plans