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Sponsor portfolio

FENIX MARINE SERVICES, LTD.

EIN 94-2538559-Latest filing 2025
Plans
4
Retirement
3
$23.5M assets
Welfare
1
$1.8M premiums
Participants
232
614 TERMINAL WAY - SAN PEDRO, CA 90731310-548-8800
Plans on this EIN
4 filings
#003401k-$16.2M - 99 part#001401k-$4.5M - 24 part#002401k-$2.8M - 8 part#501Fully Insured-$1.8M - 198 lives

Retirement portfolio analytics

3 plans aggregated / $23.5M assets / 131 participants

Assets by plan

Share of aggregate retirement assets

69%top
  • SERVICES, LTD. 401(K) (#003)69%
  • OFFICE CLERICAL UNIT (#001)19%
  • 63 SUPERINTENDENTS' UNIT (#002)12%
Total $23.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SERVICES, LTD. 401(K) (#003)99
  • OFFICE CLERICAL UNIT (#001)24
  • 63 SUPERINTENDENTS' UNIT (#002)8
Total 131Click row to drill in

Benefits portfolio analytics

1 plan / $1.8M premiums / 198 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Life$172K
  • Short-term disability$172K
  • Long-term disability$172K
  • Other$172K
  • +2 more
Total $1.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • UNITEDHEALTHCARE INSURANCE COMPANY83%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA9%
  • STARMOUNT LIFE INSURANCE COMPANY6%
  • VISION SERVICE PLAN1%
Total $1.8M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $92K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

FENIX MARINE SERVICES, LTD. 401(K) PLAN

401k

Assets$16.2M
Participants99
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FENIX MARINE SERVICES, LTD. 401(K) PLAN FOR ILWU LOCAL 63 OFFICE CLERICAL UNIT

401k

Assets$4.5M
Participants24
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

FENIX MARINE SERVICES, LTD. 401(K) PLAN FOR ILWU LOCAL 63 SUPERINTENDENTS' UNIT

401k

Assets$2.8M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FENIX MARINE SERVICES HEALTH PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.8M
Covered lives198
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
003FENIX MARINE SERVICES, LTD. 401(K) PLAN401k$16.2M992024
001FENIX MARINE SERVICES, LTD. 401(K) PLAN FOR ILWU LOCAL 63 OFFICE CLERICAL UNIT401k$4.5M242024
002FENIX MARINE SERVICES, LTD. 401(K) PLAN FOR ILWU LOCAL 63 SUPERINTENDENTS' UNIT401k$2.8M82024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FENIX MARINE SERVICES HEALTH PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.8M1982025
Retirement plans
Welfare plans
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