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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
Plan #501$337K
NEXT PHASE ENTERPRISES, LLC HEALTH AND WELFARE PLAN
Mixed371 covered·5 carriers
Primary: UNITED OF OMAHA LIFE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$183K20.7%
Life$181K20.6%
Short-term disability$181K20.6%
Long-term disability$181K20.6%
Dental$135K15.3%
Vision$19K2.2%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITED OF OMAHA LIFE INSURANCE COMPANY
EIN 470322111
LSTDLTDOth
$181K53.7%11155
UNITED CONCORDIA INSURANCE COMPANY
EIN 860307623
D
$135K40.1%11371
STANDARD INSURANCE COMPANY
EIN 930242990
V
$19K5.7%11146
HEALTHJOY
EIN 465722012
Oth
$2K0.5%11142
BECK MEDICAL GROUP
EIN 122345678
$00.0%11149

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MJ INSURANCECARMEL, INUNITED OF OMAHA LIFE INSURANCE COMPANY, UNITED CONCORDIA INSURANCE COMPANY, STANDARD INSURANCE COMPANY$37K$6K$42K98.8%1
JAMES R NELLIGAN & ASSOCIATES LLCWALL, NJSTANDARD INSURANCE COMPANY$531$0$5311.2%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
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