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.
Sponsor portfolioWelfare / HealthEIN 39-1761001
AMERICAN PHOENIX, INC.
5500 WAYZATA BLVD · GOLDEN VALLEY, MN 55416
7635915032
- Plans filed
- 1
- Years active
- 2015–2025
- Industry
- NAICS 32
- Latest filing
- 2025
Total premiums (latest)
$386K
No prior year
Persons covered
329
No prior year
Total participants
224
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Life | $225K | 21.2% | |
| Short-term disability | $225K | 21.2% | |
| Long-term disability | $225K | 21.2% | |
| Other | $225K | 21.2% | |
| Dental | $146K | 13.8% | |
| Vision | $15K | 1.4% |
Carrier overview
3 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 060838648 | LSTDLTDOth | $225K | 58.2% | 1 | 1 | 329 |
EIN 396094742 | D | $146K | 37.9% | 1 | 1 | 221 |
EIN 430949844 | V | $15K | 3.9% | 1 | 1 | 141 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | MINNEAPOLIS, MN | HARTFORD LIFE AND ACCIDENT, FIDELITY SECURITY LIFE INSURANCE COMPANY, DELTA DENTAL OF WISCONSIN | $37K | $5K | $42K | 100.0% | 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