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
Sponsor portfolio
NEXT PHASE ENTERPRISES
EIN 86-0799899food & beveragesLatest filing 2025
Plans
2
Retirement
1
$27.5M assets
Welfare
1
$337K premiums
Participants
337
4020 NORTH 20TH STREET, SUITE 305 - PHOENIX, AZ 85016602-248-9200nextphase-enterprises.comLinkedIn51-200 employeesfood & beverages
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $337K premiums / 371 covered livesCarrier market share
Premium dollars by Schedule A carrier
54%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY54%
- UNITED CONCORDIA INSURANCE COMPANY40%
- STANDARD INSURANCE COMPANY6%
- HEALTHJOY0%
- BECK MEDICAL GROUP0%
Broker market share
Schedule A broker compensation
99%top
- MJ INSURANCE99%
- JAMES R NELLIGAN & ASSOCIATES LLC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
NEXT PHASE ENTERPRISES 401K PLAN
401k
Assets$27.5M
Participants185
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
NEXT PHASE ENTERPRISES, LLC HEALTH AND WELFARE PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$337K
Covered lives371
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | NEXT PHASE ENTERPRISES 401K PLAN | 401k | $27.5M | 185 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | NEXT PHASE ENTERPRISES, LLC HEALTH AND WELFARE PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $337K | 371 | 2025 |
Retirement plans
Welfare plans