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Sponsor portfolioWelfare / HealthEIN 86-0799899
NEXT PHASE ENTERPRISES
4020 NORTH 20TH STREET · PHOENIX, AZ 85016
6022489200
- Plans filed
- 1
- Years active
- 2021–2025
- Industry
- NAICS 81
- Latest filing
- 2025
Total premiums (latest)
$337K
No prior year
Persons covered
371
No prior year
Total participants
152
No prior year
Plans filed
1
No prior year
Plans under this sponsor
1 plan
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $183K | 20.7% | |
| Life | $181K | 20.6% | |
| Short-term disability | $181K | 20.6% | |
| Long-term disability | $181K | 20.6% | |
| Dental | $135K | 15.3% | |
| Vision | $19K | 2.2% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 470322111 | LSTDLTDOth | $181K | 53.7% | 1 | 1 | 155 |
EIN 860307623 | D | $135K | 40.1% | 1 | 1 | 371 |
EIN 930242990 | V | $19K | 5.7% | 1 | 1 | 146 |
EIN 465722012 | Oth | $2K | 0.5% | 1 | 1 | 142 |
EIN 122345678 | $0 | 0.0% | 1 | 1 | 149 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MJ INSURANCE | CARMEL, IN | UNITED OF OMAHA LIFE INSURANCE COMPANY, UNITED CONCORDIA INSURANCE COMPANY, STANDARD INSURANCE COMPANY | $37K | $6K | $42K | 98.8% | 1 |
| JAMES R NELLIGAN & ASSOCIATES LLC | WALL, NJ | STANDARD INSURANCE COMPANY | $531 | $0 | $531 | 1.2% | 1 |
History & trajectory
5 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