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
Filings through .
PHX Holdings LLC
EIN 83-2712734management consultingLatest filing 2025
Plans
3
Retirement
1
$11.2M assets
Health & Benefits
2
$907K premiums
Participants
736
2859 PACES FERRY RD SUITE 615 - ATLANTA, GA 30339404-699-2882phxholdings.comLinkedIn1-10 employeesmanagement consulting
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $907K premiums / 409 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#001
PHX HOLDINGS RETIREMENT PLAN
401(k)
Assets$11.2M
Participants327
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
PHX HOLDINGS, LLC EMPLOYEE BENEFIT PLAN (502)
Self-funded - HM LIFE INSURANCE COMPANY
Premiums$567K
Covered lives174
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
PHX HOLDINGS WELFARE PLAN
Fully insured - STARMOUNT LIFE INSURANCE COMPANY
Premiums$340K
Covered lives235
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PHX HOLDINGS RETIREMENT PLAN | 401(k) | $11.2M | 327 | 2025 |
- #001 · 401(k) · 2025327
Health & Benefits plans
2 plans on this EIN
| 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 |
- #502 · Self-funded · HM LIFE INSURANCE COMPANY · 2025174
- #501 · Fully insured · STARMOUNT LIFE INSURANCE COMPANY · 2025235
Retirement plans
Health & Benefits plans