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Form 5500 · Employee benefit plan · MIRAMAR BEACH, FL

PHILLIPS CAPITAL PARTNERS, INC.

PHILLIPS CAPITAL PARTNERS, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Coverage is written through BLUE CROSS AND BLUE SHIELD OF ALABAMA. The plan's most recent policy period ended in December.

Benefits broker of record
Not disclosed
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-2921859 · plan 504 · as of Jul 2026

Participants
260
Carriers on file
1
Disclosed commissions
$0
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUE CROSS AND BLUE SHIELD OF ALABAMAHealth, Dental, Vision357December$0

Questions

What insurance carrier does PHILLIPS CAPITAL PARTNERS, INC. use?

PHILLIPS CAPITAL PARTNERS, INC.'s benefit plan is written through BLUE CROSS AND BLUE SHIELD OF ALABAMA.

When does PHILLIPS CAPITAL PARTNERS, INC.'s group plan renew?

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

Where does this data come from?

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