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Sponsor portfolio

GERALD H. PHIPPS, INC.

EIN 84-0423359-Construction-Latest filing 2025
Plans
3
Retirement
2
$79.5M assets
Welfare
1
$423K premiums
Participants
810
5995 GREENWOOD PLAZA BLVD SUITE 100 - GREENWOOD VILLAGE, CO 801114710303-571-5377
Plans on this EIN
3 filings
#007ESOP-$58.6M - 278 part#011401k-$20.9M - 296 part#501Mixed-$423K - 233 lives

Retirement portfolio analytics

2 plans aggregated / $79.5M assets / 574 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • EMPLOYEES' STOCK OWNERSHIP (#007)74%
  • INC. EMPLOYEE'S 401(K) (#011)26%
Total $79.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • INC. EMPLOYEE'S 401(K) (#011)296
  • EMPLOYEES' STOCK OWNERSHIP (#007)278
Total 574Click row to drill in

Benefits portfolio analytics

1 plan / $423K premiums / 233 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$423K
  • Dental$355K
  • Vision$355K
  • Life$355K
  • Long-term disability$355K
Total $423K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
84%top
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA84%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY13%
  • MINES & ASSOCIATES3%
Total $423K3 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • MOODY INSURANCE AGENCY69%
  • CENTERSTONE INSURANCE AND FINANCIAL20%
  • JAMES R NELLIGAN & ASSOCIATES LLC11%
Total $52K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#007

GERALD H. PHIPPS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN

ESOP

Assets$58.6M
Participants278
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#011

GERALD H. PHIPPS, INC. EMPLOYEE'S 401(K) PLAN

401k

Assets$20.9M
Participants296
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GERALD H. PHIPPS, INC. WELFARE BENEFITS PLAN

Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$423K
Covered lives233
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
007GERALD H. PHIPPS, INC. EMPLOYEES' STOCK OWNERSHIP PLANESOP$58.6M2782025
011GERALD H. PHIPPS, INC. EMPLOYEE'S 401(K) PLAN401k$20.9M2962025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GERALD H. PHIPPS, INC. WELFARE BENEFITS PLANMixedEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$423K2332025
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