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Sponsor portfolio

PHOENIX MOTOR COMPANY

EIN 86-0044060-construction-Latest filing 2025
Plans
2
Retirement
1
$8.7M assets
Welfare
1
$202K premiums
Participants
447
4725 N. SCOTTSDALE RD - SCOTTSDALE, AZ 85251480-409-0409phoenixdoorinc.comLinkedIn1-10 employeesconstruction
Plans on this EIN
2 filings
#001401k-$8.7M - 235 part#501Mixed-$202K - 214 lives

Benefits portfolio analytics

1 plan / $202K premiums / 214 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$202K
  • Life$107K
  • Short-term disability$107K
  • Long-term disability$107K
  • Dental$95K
  • Vision$95K
Total $202K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
53%top
  • SUN LIFE ASSURANCE COMPANY OF CANADA53%
  • PRINCIPAL LIFE INSURANCE COMPANY47%
Total $202K2 slices

Broker market share

Schedule A broker compensation

Split broker
50%top
  • ALLIANT INSURANCE SERVICES, INC.50%
  • CBIZ BENEFITS & INSURANCE SERVICES25%
  • EDGEWOOD PARTNERS INSURANCE CENTER16%
  • AMWINS9%
Total $18K4 slices

Plan deep-dives

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

PHOENIX MOTOR COMPANY 401(K) PLAN

401k

Assets$8.7M
Participants235
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

PHOENIX MOTOR CO WELFARE BENEFIT PLAN

Mixed - PRINCIPAL LIFE INSURANCE COMPANY

Premiums$202K
Covered lives214
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PHOENIX MOTOR COMPANY 401(K) PLAN401k$8.7M2352025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501PHOENIX MOTOR CO WELFARE BENEFIT PLANMixedPRINCIPAL LIFE INSURANCE COMPANY$202K2142025
Retirement plans
Welfare plans
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