Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.8M
- Dental$155K
- Vision$155K
Sponsor portfolio
PHOENIX ENERGY ONE, LLC
EIN 83-4526672Latest filing 2025
Plans
2
Retirement
1
$1.3M assets
Welfare
1
$2.0M premiums
Participants
428
18575 JAMBOREE ROAD, SUITE 830 - IRVINE, CA 92612469-694-5970
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 282 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- UNITEDHEALTHCARE INSURANCE COMPANY92%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
Broker market share
Schedule A broker compensation
96%top
- INSPERITY INSURANCE SERVICES LLC96%
- THE BALDWIN GROUP WEST LLC4%
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 CAPITAL GROUP HOLDINGS, LLC 401(K) PLAN
401k
Assets$1.3M
Participants148
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PHOENIX ENERGY ONE, LLC HEALTH AND WELFARE PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.0M
Covered lives282
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PHOENIX CAPITAL GROUP HOLDINGS, LLC 401(K) PLAN | 401k | $1.3M | 148 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PHOENIX ENERGY ONE, LLC HEALTH AND WELFARE PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.0M | 282 | 2025 |
Retirement plans
Welfare plans