PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. PHOENIX COUNTRY DAY SCHOOL

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 86-0172671

PHOENIX COUNTRY DAY SCHOOL

3901 EAST STANFORD DRIVE · PARADISE VALLEY, AZ 85253
6029558200
Plans filed
1
Years active
2016–2025
Industry
NAICS 61
Latest filing
2025
Total premiums (latest)
$2.2M
No prior year
Persons covered
261
No prior year
Total participants
156
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #505$2.2M
PHOENIX COUNTRY DAY SCHOOL GROUP BENEFIT PLAN
Mixed261 covered·4 carriers
Primary: BLUE CROSS BLUE SHIELD OF ARIZONA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$2.0M43.4%
Prescription drug$2.0M43.2%
Dental$139K3.0%
Other$124K2.7%
Life$116K2.5%
Short-term disability$116K2.5%
Long-term disability$116K2.5%

Carrier overview

4 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 860004538
HRx
$2.0M88.2%11251
DELTA DENTAL OF CALIFORNIA
EIN 860274899
D
$139K6.2%11261
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$116K5.2%11156
MAGELLAN HEALTHCARE
EIN 522135463
HOth
$8K0.4%11153

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
BROWN & BROWN INSURANCE SERVICESPHOENIX, AZUNITED OF OMAHA LIFE INSURANCE COMPANY, MAGELLAN BEHAVIORAL HEALTH, BLUE CROSS BLUE SHIELD OF ARIZONA, DELTA DENTAL OF ARIZONA$125K$4K$129K98.7%1
WATCHTOWER BENEFITS, LLCCHICAGO, ILUNITED OF OMAHA LIFE INSURANCE COMPANY$0$2K$2K1.3%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica