PlanOptica
Free ERISA searchPricing
Sign inTry Pro free
  1. Companies/
  2. Docuphase, LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Docuphase, LLC

EIN 85-0968460-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$2.8M assets
Welfare
1
$1.5M premiums
Participants
190
13577 FEATHER SOUND DRIVE - CLEARWATER, FL 33762203-927-0008
Plans on this EIN
2 filings
#001401(k)-$2.8M - 76 part#501Fully insured-$1.5M - 159 lives

Benefits portfolio analytics

1 plan / $1.5M premiums / 159 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$67K
  • Life$26K
  • Short-term disability$26K
  • Long-term disability$26K
  • Other$26K
  • +1 more
Total $1.5M7 rows
See carrier and broker market share with Pro.

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

DOCUPHASE 401(K) PLAN

401(k)

Assets$2.8M
Participants76
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

DOCUPHASE LLC HEALTH & WELFARE PLAN

Fully insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$1.5M
Covered lives159
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DOCUPHASE 401(K) PLAN401(k)$2.8M762025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501DOCUPHASE LLC HEALTH & WELFARE PLANFully insuredBLUE CROSS BLUE SHIELD OF FLORIDA$1.5M1592025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica