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Form 5500 · Employee benefit plan · OKATIE, SC

PHOENIX FINANCIAL SERVICES, LLC

Public Form 5500 records show how PHOENIX FINANCIAL SERVICES, LLC (OKATIE, SC) structures its employee benefits. Coverage is written through GREAT WEST LIFE AND ANNUITY INSURANCE COMPANY. The plan's most recent policy period ended in December.

Benefits broker of record
Not disclosed
Insurance carrier
GREAT WEST LIFE AND ANNUITY INSURANCE COMPANY
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 30-0651611 · plan 001 · as of Jul 2026

Participants
292
Carriers on file
1
Disclosed commissions
$0
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
GREAT WEST LIFE AND ANNUITY INSURANCE COMPANY—32December$0

Questions

What insurance carrier does PHOENIX FINANCIAL SERVICES, LLC use?

PHOENIX FINANCIAL SERVICES, LLC's benefit plan is written through GREAT WEST LIFE AND ANNUITY INSURANCE COMPANY.

When does PHOENIX FINANCIAL SERVICES, LLC's group plan renew?

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

Where does this data come from?

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