Plan Ledger DOL Form 5500 · updated monthly

Phe, Inc.benefits

Phe, Inc. Cafeteria Plan · HILLSBOROUGH, NC · plan year 2025

Previously filed as Phe, Inc. Same employer identification number; renames and acquisitions are why old benefits and 401(k) accounts get lost.

Broker compensation reported · 2025
$45,466

Phe, Inc.'s benefits plans covered 187 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $45,466 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $243 per covered person, above the median for employer plans that report broker pay. Broker pay fell 55% from $101,066 in 2024.

Insurance contracts · 20251
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · dental vision life std ltdpremiums n/a · 190 covered
Brokers & agents paid · 20251
USI INSURANCE SERVICES LLC$45,466 · incl $6,648 fees
Also brokered by Usi5
Adapthealth, LLC PA$827,688

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 561335746 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.