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Form 5500 · Employee benefit plan · ROSWELL, GA

PHOENIX SENIOR LIVING

PHOENIX SENIOR LIVING of ROSWELL, GA files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is HUB INTERNATIONAL MIDWEST LIMITED. Coverage is written through BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. and 4 other carriers. 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 27-4328606 · plan 501 · as of Jul 2026

Participants
2,002
Carriers on file
5
Disclosed commissions
$352,372
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC.Health, Dental, Vision1,009December$252,879
GUARDIAN340December$43,272
RELIANCE STANDARD LIFE INSURANCE COMPANY237December$30,150
RELIANCE STANDARD LIFE INSURANCE COMPANYLife144December$14,540
RELIANCE STANDARD LIFE INSURANCE COMPANYLife1,752December$11,531

Questions

Who is PHOENIX SENIOR LIVING's benefits broker?

Per its most recent Form 5500 Schedule A, PHOENIX SENIOR LIVING's broker of record is HUB INTERNATIONAL MIDWEST LIMITED.

What insurance carrier does PHOENIX SENIOR LIVING use?

PHOENIX SENIOR LIVING's benefit plan is written through BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC., among 5 disclosed carriers.

When does PHOENIX SENIOR LIVING's group plan renew?

The most recent Schedule A policy period for PHOENIX SENIOR LIVING ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

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