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Form 5500 · Employee benefit plan · GOLDEN VALLEY, MN

AMERICAN PHOENIX, INC.

Public Form 5500 records show how AMERICAN PHOENIX, INC. (GOLDEN VALLEY, MN) structures its employee benefits. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through HARTFORD LIFE AND ACCIDENT and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-1761001 · plan 501 · as of Jul 2026

Participants
284
Carriers on file
3
Disclosed commissions
$40,124
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
HARTFORD LIFE AND ACCIDENTLife, Disability326December$33,076
DELTA DENTAL OF WISCONSINDental234December$5,687
FIDELITY SECURITY LIFE INSURANCE COMPANYVision136December$1,361

Questions

Who is AMERICAN PHOENIX, INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, AMERICAN PHOENIX, INC.'s broker of record is MARSH & MCLENNAN AGENCY LLC.

What insurance carrier does AMERICAN PHOENIX, INC. use?

AMERICAN PHOENIX, INC.'s benefit plan is written through HARTFORD LIFE AND ACCIDENT, among 3 disclosed carriers.

When does AMERICAN PHOENIX, INC.'s group plan renew?

The most recent Schedule A policy period for AMERICAN PHOENIX, INC. ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from AMERICAN PHOENIX, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.