PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. PHILLIPS EDISON & CO., LTD

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 31-1669229

PHILLIPS EDISON & CO., LTD

11501 NORTHLAKE DRIVE · CINCINNATI, OH 45249
5135541110
Plans filed
1
Years active
2015–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$185K
No prior year
Persons covered
482
No prior year
Total participants
311
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #502$185K
PHILLIPS EDISON & CO., LTD EMPLOYEE HEALTH PLAN
Mixed482 covered·3 carriers
Primary: RELIANCE STANDARD LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$104K45.3%
Long-term disability$46K20.0%
Life$44K19.4%
Vision$35K15.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LLTDOth
$144K77.9%16310
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$35K19.0%11482
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 942649097
Oth
$6K3.1%11303

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
HUB INTERNATIONAL MIDWEST LIMITEDCINCINNATI, OHRELIANCE STANDARD LIFE INSURANCE COMPANY, FIDELITY SECURITY LIFE INSURANCE COMPANY$17K$0$17K88.7%1
WATCHTOWER TECHNOLOGIES INCCHICAGO, ILRELIANCE STANDARD LIFE INSURANCE COMPANY$0$2K$2K11.3%1

History & trajectory

11 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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, 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
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica