Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$51K
- Vision$51K
Filings through .
Phoenix Management, Inc.
EIN 74-2641906Other Services (except Public Administration)Latest filing 2025
Plans
2
Retirement
1
$16.4M assets
Health & Benefits
1
$51K premiums
Participants
586
2000 WINDY TERRACE, SUITE 5A - CEDAR PARK, TX 78613512-335-5663
Plans on this EIN
2 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $51K premiums / 123 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
PHOENIX 401(K) PLAN
401(k)
Assets$16.4M
Participants511
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
PHOENIX MANAGEMENT, INC. GROUP INSURANCE PLAN
Fully insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$51K
Covered lives123
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | PHOENIX 401(K) PLAN | 401(k) | $16.4M | 511 | 2025 |
- PHOENIX 401(K) PLAN$16.4M#003 · 401(k) · 2025511
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | PHOENIX MANAGEMENT, INC. GROUP INSURANCE PLAN | Fully insured | PRINCIPAL LIFE INSURANCE COMPANY | $51K | 123 | 2024 |
- #501 · Fully insured · PRINCIPAL LIFE INSURANCE COMPANY · 2024123
Retirement plans
Health & Benefits plans