Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.6M
- Dental$6.6M
- Prescription drug$6.6M
- Other$966K
- Life$746K
- Short-term disability$746K
- +2 more
Sponsor portfolio
PHOENIX TECHNOLOGY SERVICES USA INC.
EIN 76-0606716Mining, Quarrying, and Oil and Gas ExtractionLatest filing 2024
Plans
2
Retirement
1
$30.3M assets
Welfare
1
$7.7M premiums
Participants
1,035
12329 CUTTEN ROAD - HOUSTON, TX 77066713-337-0600
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $7.7M premiums / 1,251 covered livesCarrier market share
Premium dollars by Schedule A carrier
86%top
- BLUE CROSS OF CALIFORNIA86%
- UNUM LIFE INSURANCE COMPANY OF AMERICA13%
- DEARBORN LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
95%top
- GALLAGHER BENEFIT SERVICES, INC.95%
- DOMINIC RODRIGUEZ3%
- TAILORED WORKSITE SERVICES3%
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 TECHNOLOGY SERVICES 401(K) PLAN
401k
Assets$30.3M
Participants606
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PHOENIX TECHNOLOGY SERVICES HEALTH AND WELFARE BENEFITS PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TEXAS
Premiums$7.7M
Covered lives1,251
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PHOENIX TECHNOLOGY SERVICES 401(K) PLAN | 401k | $30.3M | 606 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PHOENIX TECHNOLOGY SERVICES HEALTH AND WELFARE BENEFITS PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TEXAS | $7.7M | 1,251 | 2024 |
Retirement plans
Welfare plans