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Form 5500 · Employee benefit plan · GREENSBORO, NC

PHILLIPS MANAGEMENT GROUP INC.

Public Form 5500 records show how PHILLIPS MANAGEMENT GROUP INC. (GREENSBORO, NC) structures its employee benefits. Its broker of record is GW MOUNTCASTLE AGENCY INC.. Coverage is written through UNITED OF OMAHA LIFE INSURANCE COMPANY. 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 20-0360854 · plan 501 · as of Jul 2026

Participants
123
Carriers on file
1
Disclosed commissions
$15,009
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
UNITED OF OMAHA LIFE INSURANCE COMPANYLife, Disability119December$15,009

Questions

Who is PHILLIPS MANAGEMENT GROUP INC.'s benefits broker?

Per its most recent Form 5500 Schedule A, PHILLIPS MANAGEMENT GROUP INC.'s broker of record is GW MOUNTCASTLE AGENCY INC..

What insurance carrier does PHILLIPS MANAGEMENT GROUP INC. use?

PHILLIPS MANAGEMENT GROUP INC.'s benefit plan is written through UNITED OF OMAHA LIFE INSURANCE COMPANY.

When does PHILLIPS MANAGEMENT GROUP INC.'s group plan renew?

The most recent Schedule A policy period for PHILLIPS MANAGEMENT GROUP 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 MANAGEMENT GROUP INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.