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Sponsor portfolioWelfare / HealthEIN 47-4541679

PHOENIX OVERSIGHT GROUP LLC

1005 N. GLEBE ROAD · ARLINGTON, VA 22201
2409888559
Plans filed
2
Years active
2022–2024
Industry
NAICS 54
Latest filing
2024
Total premiums (latest)
$1.7M
No prior year
Persons covered
339
No prior year
Total participants
150
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #502$1.6M
PHOENIX OVERSIGHT GROUP MEDICAL, DENTAL, VISION PLAN
Fully insured263 covered·1 carrier
Primary: GROUP HOSPITALIZATION MEDICAL SERVICES INC CAREFIRST BLUECHOICE INC
Plan #501$62K
PHOENIX OVERSIGHT GROUP LIFE AND DISABILITY PLAN
Fully insured76 covered·1 carrier
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$1.6M24.7%
Dental$1.6M24.7%
Vision$1.6M24.7%
Prescription drug$1.6M24.7%
Long-term disability$29K0.4%
Short-term disability$24K0.4%
Life$10K0.1%
Other$10K0.1%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 530078070
HRxDV
$1.6M96.3%11263
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$62K3.7%1376

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
SILBERSTEIN INSURANCE GROUPBALTIMORE, MDGROUP HOSPITALIZATION MEDICAL SERVICES INC CAREFIRST BLUECHOICE INC$3K$64K$68K78.4%1
RAFFA & ASSOC FINANCIAL SVCS, INC.ROCKVILLE, MDUNITED OF OMAHA LIFE INSURANCE COMPANY$7K$4K$11K12.3%1
MARSH & MCLENNAN AGENCY LLCFAIRFAX, VAGROUP HOSPITALIZATION MEDICAL SERVICES INC CAREFIRST BLUECHOICE INC$0$8K$8K9.3%1

History & trajectory

3 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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