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Sponsor portfolioWelfare / HealthEIN 84-0423359

GERALD H. PHIPPS, INC.

5995 GREENWOOD PLAZA BLVD., #100 · GREENWOOD VILLAGE, CO 801117410
3035715377
Plans filed
4
Years active
2015–2025
Industry
NAICS 23
Latest filing
2025
Total premiums (latest)
$423K
No prior year
Persons covered
233
No prior year
Total participants
236
No prior year
Plans filed
4
No prior year

Plans under this sponsor

4 plans
Plan #501$423K
GERALD H. PHIPPS, INC. WELFARE BENEFITS PLAN
Mixed233 covered·3 carriers
Primary: EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
Plan #502$137K
GERALD H. PHIPPS, INC. DENTAL PLAN
Fully insured128 covered·1 carrier
Primary: DELTA DENTAL OF COLORADO
Plan #504$35K
GERALD H. PHIPPS, INC. LONG-TERM DISABILITY
Fully insured138 covered·1 carrier
Primary: THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Plan #503$7K
MINES AND ASSOCIATES, P.C.
Fully insured133 covered·1 carrier
Primary: MINES AND ASSOCIATES, P.C.

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$423K23.0%
Dental$355K19.3%
Vision$355K19.3%
Life$355K19.3%
Long-term disability$355K19.3%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA
EIN 860222062
DVLLTDOth
$355K83.9%11233
CIGNA HEALTH AND LIFE INSURANCE COMPANY
EIN 591031071
Oth
$57K13.4%13148
MINES & ASSOCIATES
EIN 841028610
Oth
$11K2.7%11200

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MOODY INSURANCE AGENCYDENVER, COCIGNA HEALTH AND LIFE INSURANCE COMPANY, EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$28K$8K$36K68.8%1
CENTERSTONE INSURANCE AND FINANCIALDALLAS, TXEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$0$10K$10K20.1%1
JAMES R NELLIGAN & ASSOCIATES LLCWALL TOWNSHIP, NJEQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA$0$6K$6K11.2%1

History & trajectory

11 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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