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  2. PHI GROUP, INC.
Sponsor portfolio

PHI GROUP, INC.

EIN 84-2513763-Latest filing 2025
Plans
2
Retirement
1
$426.9M assets
Welfare
1
$5.2M premiums
Participants
4,536
2001 SE EVANGELINE THRUWAY - LAFAYETTE, LA 70508337-272-4262
Plans on this EIN
2 filings
#002401k-$426.9M - 2,639 part#501Mixed-$5.2M - 2,065 lives

Benefits portfolio analytics

1 plan / $5.2M premiums / 2,065 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$3.7M
  • Life$3.6M
  • Short-term disability$3.6M
  • Long-term disability$3.6M
  • Dental$1.6M
  • Vision$1.6M
Total $5.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • HARTFORD LIFE AND ACCIDENT68%
  • SUN LIFE ASSURANCE COMPANY OF CANADA30%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
  • CURALINC HEALTHCARE0%
  • NATIONAL UNION FIRE INS. CO. OF PITTSBURGH, PA0%
Total $5.2M5 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $425K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

PHI GROUP, INC. 401(K) RETIREMENT PLAN

401k

Assets$426.9M
Participants2,639
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GROUP LIFE AND HEALTH PLAN FOR EMPLOYEES OF PHI, INC.

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$5.2M
Covered lives2,065
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002PHI GROUP, INC. 401(K) RETIREMENT PLAN401k$426.9M2,6392024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GROUP LIFE AND HEALTH PLAN FOR EMPLOYEES OF PHI, INC.MixedHARTFORD LIFE AND ACCIDENT$5.2M2,0652025
Retirement plans
Welfare plans
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