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Sponsor portfolioWelfare / HealthEIN 84-4250550

PHOENIX MANAGEMENT SOLUTIONS, LLC

2714 NORTH LOOP 1604 EAST · SAN ANTONIO, TX 78232
2105454080
Plans filed
1
Years active
2023–2024
Industry
NAICS 48
Latest filing
2024
Total premiums (latest)
$257K
No prior year
Persons covered
207
No prior year
Total participants
207
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$257K
PHOENIX MANAGEMENT SOLUTIONS, LLC WRAP PLAN
Mixed207 covered·1 carrier
Primary: THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Dental$257K16.7%
Vision$257K16.7%
Life$257K16.7%
Short-term disability$257K16.7%
Long-term disability$257K16.7%
Other$257K16.7%

Carrier overview

1 carrier · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
EIN 135123390
DVLSTDLTDOth
$257K100.0%11207

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
GALLAGHER BENEFIT SERVICES, INC.RIDGELAND, MSTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$32K$7K$39K100.0%1

History & trajectory

2 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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