PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
PATRICIA M PHELPS

Welfare broker

PATRICIA M PHELPS

Mailing address (most recent filing)

102 BENT TREE DRIVE

BOERNE, TX 78006

Total comp: $9K
Commissions: $8K
Fees: $610
Filings: 18
Sponsors: 18

Not enough current filings to build analytics for PATRICIA M PHELPS.

No sponsors where PATRICIA M PHELPS is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms

PlanOptica

Pricing

Welfare plans
Brokers
PATRICIA M PHELPS

Welfare broker

PATRICIA M PHELPS

Mailing address (most recent filing)

102 BENT TREE DRIVE

BOERNE, TX 78006

Total comp: $9K
Commissions: $8K
Fees: $610
Filings: 18
Sponsors: 18

Not enough current filings to build analytics for PATRICIA M PHELPS.

No sponsors where PATRICIA M PHELPS is the primary broker on the latest filing.

Sponsor	Loc	Premium	Comp	Carrier

PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, peer-ranked and a decade deep, sourced to the line.

Product

Retirement plans
Welfare plans
Providers
Pricing

Data

Downloads hub
Retirement plans CSV
Welfare plans CSV
Custom analytics

Resources

Documentation
Filter catalog
Plan-page guide
Glossary

Company

About
Contact
Privacy
Terms