Plan Ledger DOL Form 5500 · updated monthly

Phoenix Services LLCbenefits

Phoenix Services Health & Welfare Plan · HOUSTON, TX · plan year 2025

Broker compensation reported · 2025
$135,258

Phoenix Services LLC's benefits plans covered 248 active participants in 2025, providing health · life · dental · vision · long-term disability · short-term disability · other · death benefits. Insurance brokers and agents were paid $135,258 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $545 per covered person, in the top quarter of employer plans that report broker pay. Broker pay rose 4.7% from $129,179 in 2024.

Insurance contracts · 20253
GUARDIAN · dental vision life std ltdpremiums n/a · 229 covered
GUARDIAN · dental vision life std ltdpremiums n/a · 19 covered
BLUE CROSS BLUE SHIELD OF TEXAS · health drug ppopremiums n/a · 298 covered
Brokers & agents paid · 20255
ANCO INS. SVCS. OF BRYAN/C.S.$42,043
ALLIANT INSURANCE SERVICES, INC.$38,694 · incl $7,633 fees
RETHINK WEALTH, LLC$19
Also brokered by Anco Ins. Svcs. of Bryan/C.S.5
Ocusoft, Inc. TX$113,150

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 455483929 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.