Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$90K
- Long-term disability$90K
- Other$90K
- Dental$30K
- Vision$30K
Sponsor portfolio
PHASE 2 COMPANY
EIN 84-0641881constructionLatest filing 2025
Plans
2
Retirement
1
$9.7M assets
Welfare
1
$121K premiums
Participants
353
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $121K premiums / 159 covered livesCarrier market share
Premium dollars by Schedule A carrier
75%top
- LIFE INSURANCE COMPANY OF NORTH AMERICA75%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY25%
Broker market share
Schedule A broker compensation
93%top
- SHIRAZI-MILLER BENEFITS LLC93%
- CENTERSTONE INSURANCE AND FINANCIAL7%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PHASE 2 COMPANY 401(K) PLAN
401k
Assets$9.7M
Participants194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PHASE 2 HEALTH & WELFARE BENEFIT PLAN
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
Premiums$121K
Covered lives159
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PHASE 2 COMPANY 401(K) PLAN | 401k | $9.7M | 194 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PHASE 2 HEALTH & WELFARE BENEFIT PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $121K | 159 | 2025 |
Retirement plans
Welfare plans