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  2. Next Phase Enterprises, LLC
  • Benefits analytics
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Filings through Oct 24, 2026.

Next Phase Enterprises, LLC

EIN 86-0799899-food & beverages-Latest filing 2025
Plans
2
Retirement
1
$33.0M assets
Health & Benefits
1
$337K premiums
Participants
340
4020 E. INDIAN SCHOOL ROAD - PHOENIX, AZ 85018602-248-9200nextphase-enterprises.comLinkedIn51-200 employeesfood & beverages
Plans on this EIN
2 filings
#001401(k)-$33.0M - 188 part#501Mixed-$337K - 371 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $337K premiums / 371 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$183K
  • Life$181K
  • Short-term disability$181K
  • Long-term disability$181K
  • Dental$135K
  • Vision$19K
Total $337K6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

NEXT PHASE ENTERPRISES 401K PLAN

401(k)

Assets$33.0M
Participants188
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

NEXT PHASE ENTERPRISES, LLC HEALTH AND WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$337K
Covered lives371
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001NEXT PHASE ENTERPRISES 401K PLAN401(k)$33.0M1882025
  • NEXT PHASE ENTERPRISES 401K PLAN$33.0M
    #001 · 401(k) · 2025188

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501NEXT PHASE ENTERPRISES, LLC HEALTH AND WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$337K3712025
  • NEXT PHASE ENTERPRISES, LLC HEALTH AND WELFARE PLAN$337K
    #501 · Mixed · UNITED OF OMAHA LIFE INSURANCE COMPANY · 2025371
Retirement plans
Health & Benefits plans

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