Benefits broker of record · FORT WAYNE, IN
PHILLIPS BENEFITS ADVISORS, LLC
PHILLIPS BENEFITS ADVISORS, LLC of FORT WAYNE, IN is named as the broker of record on 11 insurance contracts in public Form 5500 Schedule A filings.
One of 2 offices of PHILLIPS BENEFITS ADVISORS, LLC.
11 contracts on file name PHILLIPS BENEFITS ADVISORS, LLC as broker of record. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.
Book profile
PHILLIPS BENEFITS ADVISORS, LLC brokers 11 insured contracts for 7 employers, all in Indiana.
Life is the largest line (7 contracts), followed by disability (7), vision (6), dental (5).
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (4, about 36%); DELTA DENTAL OF INDIANA, RELIANCE STANDARD LIFE INSURANCE COMPANY, DELTA DENTAL OF KANSAS, INC. follow.
Renewals are spread through the year; July 1 renewals (policy year ends June) are the largest group, at 45% of the dated welfare contracts.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
- Indiana11
Contracts by line.
life 7 · disability 7 · vision 6 · dental 5
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Carrier | Renews |
|---|---|---|---|
| MICROPULSE, INC. | COLUMBIA CITY, IN | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2023 |
| LASTING CHANGE, INC. | FORT WAYNE, IN | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| NATIONAL OIL AND GAS, INC. | BLUFFTON, IN | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| EAR, NOSE & THROAT ASSOCIATES, P.C. | FORT WAYNE, IN | SUN LIFE ASSURANCE COMPANY OF CANADA | Jul 1FY2025 |
| PHYSICIANS HEALTH PLAN OF NORTHERN INDIANA, INC. | FORT WAYNE, IN | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2024 |
more employers in PHILLIPS BENEFITS ADVISORS, LLC's book
See the full client list with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)
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