Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$567K
- Dental$176K
- Vision$176K
- Other$141K
- Life$48K
- Long-term disability$48K
- +1 more
Sponsor portfolio
PHX HOLDINGS, LLC
EIN 83-2712734management consultingLatest filing 2025
Plans
3
Retirement
1
$10.8M assets
Welfare
2
$907K premiums
Participants
774
2859 PACES FERRY RD SE SUITE 615 - ATLANTA, GA 30336404-458-4012phxholdings.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $907K premiums / 409 covered livesCarrier market share
Premium dollars by Schedule A carrier
62%top
- HM LIFE INSURANCE COMPANY62%
- STARMOUNT LIFE INSURANCE COMPANY19%
- UNUM LIFE INSURANCE COMPANY OF AMERICA18%
- UNITEDHEALTHCARE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
100%top
- GCG FINANCIAL LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PHX HOLDINGS RETIREMENT PLAN
401k
Assets$10.8M
Participants365
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
PHX HOLDINGS, LLC EMPLOYEE BENEFIT PLAN (502)
Self Funded - HM LIFE INSURANCE COMPANY
Premiums$567K
Covered lives174
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
PHX HOLDINGS WELFARE PLAN
Fully Insured - STARMOUNT LIFE INSURANCE COMPANY
Premiums$340K
Covered lives235
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PHX HOLDINGS RETIREMENT PLAN | 401k | $10.8M | 365 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | PHX HOLDINGS, LLC EMPLOYEE BENEFIT PLAN (502) | Self Funded | HM LIFE INSURANCE COMPANY | $567K | 174 | 2025 | |
| 501 | PHX HOLDINGS WELFARE PLAN | Fully Insured | STARMOUNT LIFE INSURANCE COMPANY | $340K | 235 | 2025 |
Retirement plans
Welfare plans