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Sponsor portfolioWelfare / HealthEIN 93-1907691
PHOENIX GLOBAL, LLC
201 KING OF PRUSSIA ROAD · RADNOR, PA 19087
6103470444
- Plans filed
- 1
- Years active
- 2023–2024
- Industry
- NAICS 21
- Latest filing
- 2024
Total premiums (latest)
$741K
No prior year
Persons covered
773
No prior year
Total participants
412
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 | $469K | 22.1% | |
| Life | $462K | 21.7% | |
| Short-term disability | $462K | 21.7% | |
| Long-term disability | $462K | 21.7% | |
| Dental | $230K | 10.8% | |
| Vision | $41K | 1.9% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 221211670 | LSTDLTDOth | $462K | 62.4% | 1 | 1 | 754 |
EIN 231667011 | D | $230K | 31.1% | 1 | 1 | 773 |
EIN 061227840 | V | $41K | 5.5% | 1 | 1 | 331 |
EIN 222783544 | Oth | $7K | 0.9% | 1 | 1 | 28 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| CONNER STRONG & BUCKELEW | CAMDEN, NC | VISION SERVICE PLAN, COUNTRYWIDE ENTERPRISE, INC., PRUDENTIAL INSURANCE COMPANY OF AMERICA | $53K | $0 | $53K | 100.0% | 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