Plan Ledger DOL Form 5500 · updated monthly

Phoenix Houses of California, Inc.benefits

Phoenix Houses of California, Inc. Employee Benefits Plan · LAKE VIEW TERRACE, CA · plan year 2025

Broker compensation reported · 2025
$160,033

Phoenix Houses of California, Inc.'s benefits plans covered 239 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $160,033 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $670 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 0.7% from $158,920 in 2024.

Insurance contracts · 20254
BLUE CROSS OF CALIFORNIA · health drug dental vision hmo ppopremiums n/a · 217 covered
KAISER FOUNDATION HEALTH PLAN, INC. · health drug hmopremiums n/a · 109 covered
ANTHEM LIFE INSURANCE COMPANY · life std ltdpremiums n/a · 221 covered
Brokers & agents paid · 20253
LOCKTON COMPANIES, LLC$159,955 · incl $2,261 fees
BOLTON AND COMPANY$42
Individual agent · names withheld$36

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 Lockton5
Banner Health AZ$3,486,058
Peraton, Inc. VA$2,031,509
Dollar Tree, Inc. VA$1,645,687

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 943015376 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.