Plan Ledger DOL Form 5500 · updated monthly

Phoenix Investors LLCbenefits

Phoenix Investors, LLC · MILWAUKEE, WI · plan year 2025

Broker compensation reported · 2025
$23,981

Phoenix Investors LLC's benefits plans covered 156 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · other. Insurance brokers and agents were paid $23,981 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $154 per covered person, below the median for employer plans that report broker pay. Broker pay fell 18% from $29,128 in 2024.

Insurance contracts · 20253
TOKIO MARINE · healthpremiums n/a · 151 covered
PRINCIPAL LIFE INSURANCE COMPANY · dental vision life std ltd ppopremiums n/a · 305 covered
TOKIO MARINE · stop-losspremiums n/a · 151 covered
Brokers & agents paid · 20253
WATCHTOWER BENEFITS LLC$3,686 · incl $3,686 fees
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 391785189 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.