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Sponsor portfolioWelfare / HealthEIN 86-0044060

PHOENIX MOTOR COMPANY

4725 NORTH SCOTTSDALE ROAD · SCOTTSDALE, AZ 85251
4804090409
Plans filed
1
Years active
2015–2025
Industry
NAICS 44
Latest filing
2025
Total premiums (latest)
$202K
No prior year
Persons covered
214
No prior year
Total participants
212
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$202K
PHOENIX MOTOR CO WELFARE BENEFIT PLAN
Mixed214 covered·2 carriers
Primary: PRINCIPAL LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$202K28.3%
Life$107K15.0%
Short-term disability$107K15.0%
Long-term disability$107K15.0%
Dental$95K13.4%
Vision$95K13.4%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
SUN LIFE ASSURANCE COMPANY OF CANADA
EIN 381082080
LSTDLTDOth
$107K52.9%12214
PRINCIPAL LIFE INSURANCE COMPANY
EIN 420127290
DVOth
$95K47.1%11195

Broker overview

4 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
ALLIANT INSURANCE SERVICES, INC.ATLANTA, GASUN LIFE ASSURANCE COMPANY OF CANADA, PRINCIPAL LIFE INSURANCE COMPANY$9K$0$9K50.2%1
CBIZ BENEFITS & INSURANCE SERVICESTUCSON, AZSUN LIFE ASSURANCE COMPANY OF CANADA, PRINCIPAL LIFE INSURANCE COMPANY$4K$0$4K24.8%1
EDGEWOOD PARTNERS INSURANCE CENTERCONCORD, CASUN LIFE ASSURANCE COMPANY OF CANADA, PRINCIPAL LIFE INSURANCE COMPANY$3K$0$3K15.7%1
AMWINSSCOTTSDALE, AZSUN LIFE ASSURANCE COMPANY OF CANADA$2K$0$2K9.3%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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