Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$51K
- Vision$51K
Sponsor portfolio
PHOENIX MANAGEMENT, INC.
EIN 74-2641906Other Services (except Public Administration)Latest filing 2025
Plans
2
Retirement
1
$16.4M assets
Welfare
1
$51K premiums
Participants
586
2000 WINDY TERRACE, SUITE 5A - CEDAR PARK, TX 78613512-335-5663
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $51K premiums / 123 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- PRINCIPAL LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- TEXAS BENEFIT SOLUTIONS INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
PHOENIX 401(K) PLAN
401k
Assets$16.4M
Participants511
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PHOENIX MANAGEMENT, INC. GROUP INSURANCE PLAN
Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$51K
Covered lives123
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | PHOENIX 401(K) PLAN | 401k | $16.4M | 511 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PHOENIX MANAGEMENT, INC. GROUP INSURANCE PLAN | Fully Insured | PRINCIPAL LIFE INSURANCE COMPANY | $51K | 123 | 2024 |
Retirement plans
Welfare plans