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Sponsor portfolioWelfare / HealthEIN 68-0229891

PHOENIX AMERICAN INCORPORATED

125 EAST SIR FRANCIS DRAKE BLVD · LARKSPUR, CA 94939
4154854500
Plans filed
1
Years active
2016–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$252K
No prior year
Persons covered
68
No prior year
Total participants
68
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$252K
PHOENIX AMERICAN INCORPORATED MEDICAL, DENTAL AND VISION PLAN
Fully insured68 covered·3 carriers
Primary: KAISER FOUNDATION HEALTH PLAN, INC.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$141K24.7%
Prescription drug$141K24.7%
Life$65K11.4%
Long-term disability$65K11.4%
Other$65K11.4%
Dental$46K8.2%
Vision$46K8.2%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
HRx
$141K55.8%1214
LIFE INSURANCE COMPANY OF NORTH AMERICA
EIN 231503749
LLTDOth
$65K25.8%1168
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DV
$46K18.4%1158

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
RSC INSURANCE BROKERAGE INCIRVINE, CAPRINCIPAL LIFE INSURANCE COMPANY, KAISER FOUNDATION HEALTH PLAN, INC.$12K$0$12K52.0%1
INTERWEST INSURANCE SERVICES, LLCCHICO, CALIFE INSURANCE COMPANY OF NORTH AMERICA$9K$0$9K40.9%1
SELMAN & COMPANY, LLCCLEVELAND, OHPRINCIPAL LIFE INSURANCE COMPANY$0$2K$2K7.1%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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