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PHILLIPS CAPITAL PARTNERS, INC.
Sponsor portfolio
Welfare / Health
EIN
272921859
PHILLIPS CAPITAL PARTNERS, INC.
42 BUSINESS CENTRE DR, UNIT 101 · MIRAMAR BEACH, FL 32550
8504602601
Plans filed
4
Years active
2016–2024
Industry
NAICS 44
Latest filing
2024
Total premiums (latest)
i
$2.6M
No prior year
Persons covered
i
357
No prior year
Total participants
i
299
No prior year
Plans filed
i
4
No prior year
Plans under this sponsor
4 plans
Plan #504
$2.6M
PHILLIPS CAPITAL PARTNERS, INC. WELFARE PLAN BCBS AL
Fully insured
357 covered
·
1 carrier
Primary: BLUE CROSS AND BLUE SHIELD OF ALABAMA
Plan #501
$1.4M
PHILLIPS CAPITAL PARTNERS, INC. WELFARE PLAN
Fully insured
0 covered
·
1 carrier
Primary: BLUE CROSS BLUE SHIELD OF ALABAMA
Plan #503
$1.1M
PHILLIPS CAPITAL PARTNERS, INC. WELFARE PLAN BCBS FL
Fully insured
187 covered
·
1 carrier
Primary: BLUE CROSS BLUE SHIELD OF FLORIDA
Plan #502
$21K
PHILLIPS CAPITAL PARTNERS, INC. BCBS FL DENTAL PLAN
Fully insured
204 covered
·
1 carrier
Primary: FLORIDA COMBINED LIFE
Coverage overview
Aggregate, latest year
Benefit type
Premium
Share
Distribution
Health
$2.6M
20.0%
Dental
$2.6M
20.0%
Vision
$2.6M
20.0%
Prescription drug
$2.6M
20.0%
Other
$2.6M
20.0%
Carrier overview
1 carrier · all plans
Carrier
Coverage
Total premium
Share
Plans
Contracts
Covered
BLUE CROSS OF CALIFORNIA
EIN 630103830
H
Rx
D
V
Oth
$2.6M
100.0%
1
1
357
History & trajectory
9 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan
Plan #504
PHILLIPS CAPITAL PARTNERS, INC. WELFARE PLAN BCBS AL
357 covered · 1 contract
$2.6M
Plan #501
PHILLIPS CAPITAL PARTNERS, INC. WELFARE PLAN
0 covered · 1 contract
$1.4M
Plan #503
PHILLIPS CAPITAL PARTNERS, INC. WELFARE PLAN BCBS FL
187 covered · 1 contract
$1.1M
Plan #502
PHILLIPS CAPITAL PARTNERS, INC. BCBS FL DENTAL PLAN
204 covered · 1 contract
$21K
Company contact details
Filing signers, plan administrators, auditors, actuaries
1 contact
Provider details
Schedule C providers, welfare brokers and carriers
1 provider
Sponsor documents
Form 5500 filings and Top Hat statements on this EIN
11 documents - 4 plans - 9 years