Form 5500 · Employee benefit plan · MIDDLETOWN, PA
PHILLIPS MANAGED SUPPORT SERVICES, INC.
The filing calls this plan PHILLIPS MANAGED SUPPORT SERVICES, INC. GROUP INSURANCE PLAN.
PHILLIPS MANAGED SUPPORT SERVICES, INC. of MIDDLETOWN, PA insures vision, life, disability and stop-loss coverage for its employees, per Schedule A of its Form 5500. Its broker of record is AIA AMERICAN INS. ADMNSTRS. LLC. Coverage is written through SWISS RE CORPORATE SOLUTIONS AMERICA INS. CORP. and 2 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 47-5507628 · plan 501 · plan year 2025, filed Jan 26, 2026
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How this plan is funded
Self-funded as reported
The filing reports a stop-loss contract and no medical premium, which is what a plan that pays its own claims reports.
A stop-loss policy appears on a Form 5500 only when the plan itself is the beneficiary, or the premiums are paid from plan money. Many employers buy stop-loss and never report it here. So a plan with no stop-loss on its filing may still have it.
Benefits declared on this filing
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 3 insured contracts covering vision, life, disability and stop-loss; the largest, with SWISS RE CORPORATE SOLUTIONS AMERICA INS. CORP., covers 103 people.
The filing declares vision, life, disability, health and dental. Health and dental appear with no insured contract on Schedule A. That coverage may be self-funded, or placed with a carrier that is not on this filing.
The only insured piece of the health benefit is stop-loss coverage, and the filing reports the plan paying its own claims. The stop-loss contract reports $496,801 in premium and $0 in commission. The rest of the premium and commission above is on the plan's other insured lines, and none of it is medical premium.
Reported premium across the insured contracts is $533,403, with $3,280 in disclosed broker commissions — about 0.6% of premium.
The most recent policy period ended in December, and the plan year ends June 30. Group contracts typically renew on that annual cycle.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life, Disability | 131 | Jan 1, 2025 | $28,997 | $2,900 |
| FSL | Vision | 97 | Jan 1, 2025 | $7,605 | $380 |
| SWISS RE CORPORATE SOLUTIONS AMERICA INS. CORP. | Stop-loss | 103 | Jan 1, 2025 | $496,801 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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