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Sponsor portfolioWelfare / HealthEIN 45-5483929

PHOENIX SERVICES LLC

10260 WESTHEIMER ROAD, STE 460 · HOUSTON, TX 77042
7139525533
Plans filed
1
Years active
2016–2025
Industry
NAICS 21
Latest filing
2025
Total premiums (latest)
$3.2M
No prior year
Persons covered
298
No prior year
Total participants
248
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.2M
PHOENIX SERVICES HEALTH & WELFARE PLAN
Fully insured298 covered·2 carriers
Primary: BLUE CROSS BLUE SHIELD OF TEXAS

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.7M33.9%
Prescription drug$2.7M33.9%
Dental$431K5.4%
Vision$431K5.4%
Life$431K5.4%
Short-term disability$431K5.4%
Long-term disability$431K5.4%
Other$431K5.4%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 361236610
HRx
$2.7M86.4%11298
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$431K13.6%12229

Broker overview

5 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ANCO INS. SVC. OF BRYAN COLLEGE STABRYAN, TXBLUE CROSS BLUE SHIELD OF TEXAS$42K$0$42K31.1%1
HUB INTERNATIONAL MIDWEST LIMITEDBRYAN, TXGUARDIAN$41K$0$41K30.3%1
ALLIANT INSURANCE SERVICES, INC.HOUSTON, TXBLUE CROSS BLUE SHIELD OF TEXAS, GUARDIAN$31K$8K$39K28.6%1
CENTRO BENEFITS RESEARCH LLCKIRKWOOD, MOGUARDIAN$13K$0$13K10.0%1
RETHINK WEALTH LLCAUSTIN, TXGUARDIAN$19$0$190.0%1

History & trajectory

10 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
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