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Sponsor portfolioWelfare / HealthEIN 39-1785189
PHOENIX INVESTORS LLC
401 EAST KILBOURN AVENUE · MILWAUKEE, WI 53020
4142832600
- Plans filed
- 2
- Years active
- 2022–2025
- Industry
- NAICS 53
- Latest filing
- 2025
Total premiums (latest)
$734K
No prior year
Persons covered
305
No prior year
Total participants
156
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $462K | 23.5% | |
| Dental | $247K | 12.5% | |
| Vision | $247K | 12.5% | |
| Life | $247K | 12.5% | |
| Short-term disability | $247K | 12.5% | |
| Long-term disability | $247K | 12.5% | |
| Other | $247K | 12.5% | |
| Stop-loss | $25K | 1.3% |
Carrier overview
2 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 351817054 | HSL | $487K | 66.4% | 1 | 2 | 151 |
EIN 420127290 | DVLSTDLTDOth | $247K | 33.6% | 1 | 1 | 305 |
Broker overview
3 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MARSH & MCLENNAN AGENCY LLC | GREENSBORO, NC | PRINCIPAL LIFE INSURANCE COMPANY | $10K | $0 | $10K | 43.5% | 1 |
| MCGRIFF INSURANCE SERVICES INC | CHARLOTTE, NC | PRINCIPAL LIFE INSURANCE COMPANY | $10K | $0 | $10K | 41.2% | 1 |
| WATCHTOWER BENEFITS, LLC | CHICAGO, IL | PRINCIPAL LIFE INSURANCE COMPANY | $0 | $4K | $4K | 15.4% | 1 |
History & trajectory
4 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