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Sponsor portfolioWelfare / HealthEIN 99-3094458

PHOENIX RETAIL, LLC

1 EXPRESS DRIVE · COLUMBUS, OH 43230
6144744001
Plans filed
2
Years active
2024–2025
Industry
NAICS 44
Latest filing
2025
Total premiums (latest)
$543K
No prior year
Persons covered
2,265
No prior year
Total participants
2,075
No prior year
Plans filed
2
No prior year

Plans under this sponsor

2 plans
Plan #501$543K
PHOENIX RETAIL, LLC WELFARE BENEFIT PLAN
Mixed2,265 covered·5 carriers
Primary: PRUDENTIAL INSURANCE COMPANY OF AMERICA
Plan #503$0
PHOENIX RETAIL SEVERANCE PLAN
Self-funded0 covered·0 carriers

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Long-term disability$242K44.5%
Life$185K34.1%
Vision$72K13.3%
Other$44K8.1%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
PRUDENTIAL INSURANCE COMPANY OF AMERICA
EIN 221211670
LTD
$242K44.5%112,015
SECURIAN LIFE INSURANCE COMPANY
EIN 411412669
L
$185K34.1%112,265
VISION SERVICE PLAN
EIN 061227840
V
$72K13.3%11923
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
Oth
$41K7.5%11217
CURALINC HEALTHCARE
EIN 331206383
Oth
$3K0.6%112,059

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCLOS ANGELES, CAMETROPOLITAN LIFE INSURANCE COMPANY, PRUDENTIAL INSURANCE COMPANY OF AMERICA, SECURIAN LIFE INSURANCE COMPANY$38K$556$39K87.2%1
WILLIS TOWERS WATSON US LLCCHICAGO, ILMETROPOLITAN LIFE INSURANCE COMPANY, PRUDENTIAL INSURANCE COMPANY OF AMERICA$4K$94$4K9.2%1
ALIGHT SOLUTIONSCHICAGO, ILMETROPOLITAN LIFE INSURANCE COMPANY$0$2K$2K3.6%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
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