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Sponsor portfolio

R. A. PHILLIPS INDUSTRIES INC.

EIN 95-2596625-transportation/trucking/railroad-Latest filing 2025
Plans
2
Retirement
1
$26.5M assets
Welfare
1
$328K premiums
Participants
482
5231 CALIFORNIA AVENUE, SUITE 220 - IRVINE, CA 92617949-294-1117phillipsind.comLinkedIn1001-5000 employeestransportation/trucking/railroad
Plans on this EIN
2 filings
#001401k-$26.5M - 324 part#501Mixed-$328K - 210 lives

Benefits portfolio analytics

1 plan / $328K premiums / 210 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$328K
  • Vision$328K
  • Life$328K
  • Short-term disability$328K
  • Long-term disability$328K
  • Other$328K
Total $328K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA100%
Total $328K1 slice

Broker market share

Schedule A broker compensation

Split broker
67%top
  • BRYSON INSURANCE AGENCY INC.67%
  • PROFESSIONAL GROUP PLANS INC33%
Total $46K2 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

PHILLIPS INDUSTRIES RETIREMENT PLAN

401k

Assets$26.5M
Participants324
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

R. A. PHILLIPS INDUSTRIES INC. EMPLOYEE BENEFIT PLAN

Mixed - GUARDIAN

Premiums$328K
Covered lives210
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PHILLIPS INDUSTRIES RETIREMENT PLAN401k$26.5M3242024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501R. A. PHILLIPS INDUSTRIES INC. EMPLOYEE BENEFIT PLANMixedGUARDIAN$328K2102025
Retirement plans
Welfare plans
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