Plan Ledger DOL Form 5500 · updated monthly

PHASE2 Technology, LLCbenefits

PHASE2 Technology LLC Welfare Benefit Plan · ARLINGTON, VA · plan year 2025

Previously filed as PHASE2 Technology LLC. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$16,858

PHASE2 Technology, LLC's benefits plans covered 271 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $16,858 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $62 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 45% from $30,878 in 2024.

Insurance contracts · 20253
UNITEDHEALTHCARE INSURANCE COMPANY · health drug dental visionpremiums n/a · 639 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 96 covered
Brokers & agents paid · 20254
THE MELTZER GROUP, INC.$597
MID ATLANTIC BENEFITS GROUP, LLC$98
3 individual agents · names withheld$136

Individual agents paid under $1,000 on this filing are shown as a total. The amounts are as filed; only the personal names are withheld.

Also brokered by Marsh McLennan Agency5
Rme LTD. LLC CO$10,578,643

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 542058155 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.