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Benefits broker of record · PHOENIX, AZ

PHOENIX

PHOENIX of PHOENIX, AZ is named as the broker of record on 13 insurance contracts in public Form 5500 Schedule A filings.

Contracts brokered
13
Book size
under $10k
Office state
AZ

13 contracts on file name PHOENIX 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

PHOENIX brokers 13 insured contracts for 13 employers, across 2 states, led by AZ, NM.

MUTUAL OF AMERICA SEC. CORP LLC writes the most contracts in the book (12, about 92%); MUTUAL OF AMERICA follow.

Carriers in the book

Contracts in the book, by the carrier that writes them. Largest first.

CarrierContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Clients on file

EmployerLocationCarrierRenews
ARIZONA'S CHILDREN ASSOCIATIONPHOENIX, AZMUTUAL OF AMERICA SEC. CORP LLCAnnuity / GIC—FY2024
UMOM NEW DAY CENTERS, INC.PHOENIX, AZMUTUAL OF AMERICA SEC. CORP LLCAnnuity / GIC—FY2025
GIRL SCOUTS-ARIZONA CACTUS-PINPHOENIX, AZMUTUAL OF AMERICA SEC. CORP LLCAnnuity / GIC—FY2024
TUCSON JEWISH COMMUNITY CENTERTUCSON, AZMUTUAL OF AMERICA SEC. CORP LLCAnnuity / GIC—FY2024
NEW MEXICO LEGAL AID, INC.ALBUQUERQUE, NMMUTUAL OF AMERICA SEC. CORP LLCAnnuity / GIC—FY2024
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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)

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