# PHOENIX TECHNOLOGY SERVICES HEALTH AND WELFARE BENEFITS PLAN

Health and welfare plan sponsored by **PHOENIX TECHNOLOGY SERVICES USA INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | PHOENIX TECHNOLOGY SERVICES USA INC. |
| EIN | 760606716 |
| Plan number | 501 |
| Plan year | 2025 |
| Location | HOUSTON, TX |
| Industry | Mining, Quarrying, and Oil and Gas Extraction |
| Funding | fully insured |
| Total premiums | $8.0M |
| Participants | 526 |
| Persons covered | 1,276 |

## Insurance carriers (Schedule A)

| Carrier | Coverage |
|---|---|
| BLUECROSS BLUESHIELD OF ILLINOIS | Health, Rx, Dental |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, STD, LTD, Other |
| DEARBORN LIFE INSURANCE COMPANY | Vision |

## Brokers

| Broker | Placed with |
|---|---|
| GALLAGHER BENEFIT SERVICES, INC. | BLUECROSS BLUESHIELD OF TEXAS |
| GALLAGHER BENEFIT SERVICES, INC. | UNUM LIFE INSURANCE COMPANY OF AMERICA |
| GALLAGHER BENEFIT SERVICES, INC. | UNUM INSURANCE COMPANY |
| DOMINIC RODRIGUEZ | UNUM INSURANCE COMPANY |
| TAILORED WORKSITE SERVICES | UNUM INSURANCE COMPANY |
| GALLAGHER BENEFIT SERVICES, INC. | DEARBORN LIFE INSURANCE COMPANY |

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/welfare/760606716-501
- Cite as: PlanOptica, https://planoptica.com/welfare/760606716-501
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