PlanOptica
PlanOptica
Retirement
Welfare
Providers
Data
Pricing
Sign in
Create account
Welfare plans
/
Sponsors
/
PHOENIX MGT & CONSULTING
Sponsor portfolio
Welfare / Health
EIN
650949149
PHOENIX MGT & CONSULTING
941A CLINT MOORE RD · BOCA RATON, FL 33487
5619882036
Plans filed
1
Years active
2016–2025
Industry
NAICS 72
Latest filing
2025
Total premiums (latest)
i
$152K
No prior year
Persons covered
i
29
No prior year
Total participants
i
29
No prior year
Plans filed
i
1
No prior year
Plans under this sponsor
1 plan
Plan #502
$152K
EMPLOYEE HEALTH PLAN OF PHOENIX MGT & CONSULTING
Self-funded
29 covered
·
1 carrier
Primary: NFA HEALTH PLUS INCORPORATED CELL
Coverage overview
Aggregate, latest year
Benefit type
Premium
Share
Distribution
Health
$152K
33.3%
Dental
$152K
33.3%
Stop-loss
$152K
33.3%
Carrier overview
1 carrier · all plans
Carrier
Coverage
Total premium
Share
Plans
Contracts
Covered
NFA HEALTH PLUS INCORPORATED CELL
EIN 272304972
H
D
SL
$152K
100.0%
1
1
29
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
Plan #502
EMPLOYEE HEALTH PLAN OF PHOENIX MGT & CONSULTING
29 covered · 1 contract
$152K
Company contact details
Filing signers, plan administrators, auditors, actuaries
3 contacts
Provider details
Schedule C providers, welfare brokers and carriers
1 provider
Sponsor documents
Form 5500 filings and Top Hat statements on this EIN
14 documents - 2 plans - 10 years