Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$658K
- Life$557K
- Long-term disability$519K
- Dental$440K
- Vision$436K
- Short-term disability$398K
- +2 more
Sponsor portfolio
PHOENIX LOGISTICS
EIN 86-0683885Latest filing 2025
Plans
2
Retirement
1
$42.5M assets
Welfare
1
$938K premiums
Participants
1,454
1405 NORTH FIESTA BOULEVARD, SUITE 130 - GILBERT, AZ 85233602-231-8616
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $938K premiums / 700 covered livesCarrier market share
Premium dollars by Schedule A carrier
42%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY42%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY39%
- UNITEDHEALTHCARE INSURANCE COMPANY13%
- HAWAII MEDICAL SERVICE ASSOCIATION4%
- CURALINC HEALTHCARE1%
Broker market share
Schedule A broker compensation
85%top
- MARSH & MCLENNAN AGENCY LLC85%
- LOVITT AND TOUCHE, INC.15%
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 LOGISTICS, LLC 401(K) PLAN
401k
Assets$42.5M
Participants828
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
PHOENIX LOGISTICS HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$938K
Covered lives700
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PHOENIX LOGISTICS, LLC 401(K) PLAN | 401k | $42.5M | 828 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | PHOENIX LOGISTICS HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | UNITED OF OMAHA LIFE INSURANCE COMPANY | $938K | 700 | 2025 |
Retirement plans
Welfare plans