Plan Ledger DOL Form 5500 · updated monthly

Phx Holdings, LLCbenefits

Phx Holdings Welfare Plan · ATLANTA, GA · plan year 2024

Broker compensation reported · 2024
$48,526

Phx Holdings, LLC's benefits plans covered 235 active participants in 2024, providing life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $48,526 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $206 per covered person, above the median for employer plans that report broker pay. Broker pay fell 11% from $54,723 in 2023.

Insurance contracts · 20248
OPTUM HEALTH UNIMERICA INSURANCE COMPANY · stop-losspremiums n/a
HM LIFE INSURANCE COMPANY · stop-losspremiums n/a · 174 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 103 covered
STARMOUNT LIFE INSURANCE COMPANY · dental visionpremiums n/a · 174 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · stdpremiums n/a · 64 covered
UNUM LIFE INSURANCE COMPANY OF AMERICA · life ltdpremiums n/a · 235 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 36 covered
UNUM LIFE INSURANCE COMPANY OF AMERICApremiums n/a · 76 covered
Brokers & agents paid · 20241
ALERA GROUP, INC$48,526 · incl $6,456 fees
Also brokered by Alera Group, Inc5

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Source: DOL Form 5500 Schedule A, plan year 2024, EIN 832712734 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.