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Sponsor portfolio

PHOENIX PROTECTIVE CORPORATION

EIN 76-0709220-security and investigations-Latest filing 2025
Plans
2
Retirement
1
$1.7M assets
Welfare
1
$1.1M premiums
Participants
906
18303 E. APPLEWAY WAY - SPOKANE, WA 99016509-448-4277phoenixprotectivecorp.comLinkedIn501-1000 employeessecurity and investigations
Plans on this EIN
2 filings
#001401k-$1.7M - 306 part#501Fully Insured-$1.1M - 600 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 600 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Vision$1.2M
  • Prescription drug$1.2M
  • Dental$69K
  • Other$16K
  • Life$7K
Total $1.3M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • KAISER FOUNDATION HEALTH PLAN INC93%
  • DELTA DENTAL OF CALIFORNIA5%
  • CURALINC HEALTHCARE1%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Total $1.3M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $50K1 slice

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 PROTECTIVE 401(K) PLAN

401k

Assets$1.7M
Participants306
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PHOENIX PROTECTIVE CORPORATION WELFARE BENEFITS PLAN

Fully Insured - KAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC.

Premiums$1.1M
Covered lives600
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PHOENIX PROTECTIVE 401(K) PLAN401k$1.7M3062025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PHOENIX PROTECTIVE CORPORATION WELFARE BENEFITS PLANFully InsuredKAISER FOUNDATION HEALTH PLAN OF WASHINGTON OPTIONS, INC.$1.1M6002025
Retirement plans
Welfare plans
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