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  2. Gerald H. Phipps, Inc.
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
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Filings through Oct 24, 2026.

Gerald H. Phipps, Inc.

EIN 84-0423359-Construction-Latest filing 2025
Plans
3
Retirement
2
$79.5M assets
Health & Benefits
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#011401(k)-$20.9M - 296 part#501Mixed-$423K - 233 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $79.5M assets / 574 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEES' STOCK OWNERSHIP (#007)$58.6M
  • INC. EMPLOYEE'S 401(K) (#011)$20.9M
Total $79.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • INC. EMPLOYEE'S 401(K) (#011)296
  • EMPLOYEES' STOCK OWNERSHIP (#007)278
Total 574Select a row to open it

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
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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#007

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

ESOP

Assets$58.6M
Participants278
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#011

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

401(k)

Assets$20.9M
Participants296
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

GERALD H. PHIPPS, INC. WELFARE BENEFITS PLAN

Mixed - EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA

Premiums$423K
Covered lives233
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#007GERALD H. PHIPPS, INC. EMPLOYEES' STOCK OWNERSHIP PLANESOP$58.6M2782025
#011GERALD H. PHIPPS, INC. EMPLOYEE'S 401(K) PLAN401(k)$20.9M2962025
  • GERALD H. PHIPPS, INC. EMPLOYEES' STOCK OWNERSHIP PLAN$58.6M
    #007 · ESOP · 2025278
  • GERALD H. PHIPPS, INC. EMPLOYEE'S 401(K) PLAN$20.9M
    #011 · 401(k) · 2025296

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501GERALD H. PHIPPS, INC. WELFARE BENEFITS PLANMixedEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$423K2332025
  • GERALD H. PHIPPS, INC. WELFARE BENEFITS PLAN$423K
    #501 · Mixed · EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA · 2025233
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
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  5. Health & Benefits plans
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