Form 5500 · Employee benefit plan · LARKSPUR, CA
PHOENIX AMERICAN INCORPORATED
PHOENIX AMERICAN INCORPORATED of LARKSPUR, CA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is INTERWEST INSURANCE SERVICES, LLC. Coverage is written through LIFE INSURANCE COMPANY OF NORTH AMERICA and 3 other carriers. The plan's most recent policy period ended in June.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 68-0229891 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| LIFE INSURANCE COMPANY OF NORTH AMERICA | Life, Disability | 68 | June | $9,221 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 14 | June | $6,985 |
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Vision | 58 | June | $4,601 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 2 | June | $137 |
Questions
Who is PHOENIX AMERICAN INCORPORATED's benefits broker?
Per its most recent Form 5500 Schedule A, PHOENIX AMERICAN INCORPORATED's broker of record is INTERWEST INSURANCE SERVICES, LLC.
What insurance carrier does PHOENIX AMERICAN INCORPORATED use?
PHOENIX AMERICAN INCORPORATED's benefit plan is written through LIFE INSURANCE COMPANY OF NORTH AMERICA, among 4 disclosed carriers.
When does PHOENIX AMERICAN INCORPORATED's group plan renew?
The most recent Schedule A policy period for PHOENIX AMERICAN INCORPORATED ended in June. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from PHOENIX AMERICAN INCORPORATED's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.