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.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 27-4328606 · plan 501 · as of Aug 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUE CROSS BLUE SHIELD HEALTHCARE PLAN OF GEORGIA, INC. | Health, Dental, Vision | 1,126 | December | $1,163,173 | $176,178 |
| GUARDIAN | — | 424 | December | $200,150 | $77,280 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | — | 218 | December | $206,343 | $20,634 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 246 | December | $63,192 | $9,479 |
| RELIANCE STANDARD LIFE INSURANCE COMPANY | Life | 1,549 | December | $76,196 | $7,620 |
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.