Form 5500 · Employee benefit plan · GEORGETOWN, KY
PHOENIX TRANSPORTATION SERVICES LLC
Public Form 5500 records show how PHOENIX TRANSPORTATION SERVICES LLC of GEORGETOWN, KY, a transportation and logistics employer, structures its employee benefits. Its broker of record is PHIL BROWN INSURANCE AGENCY INC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 4 other carriers. The plan's most recent policy period ended in May.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 61-1275607 · plan 511 · as of Aug 2026
Plan brief
Schedule A lists 5 insured contracts covering health, dental, vision and life; the largest, with UNITEDHEALTHCARE INSURANCE COMPANY, covers 57 people.
Reported premium across the insured contracts is $721,626, with $45,304 in disclosed broker commissions — about 6.3% of premium.
The most recent policy period ended in May, and the plan year ends May 31. Group contracts typically renew on that annual cycle.
PHIL BROWN INSURANCE AGENCY INC is the broker of record on all 5 contracts.
5 carriers appear on the filing — UNITEDHEALTHCARE INSURANCE COMPANY, THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA, SYMETRA LIFE INSURANCE COMPANY and DELTA DENTAL OF KENTUCKY among them — with UNITEDHEALTHCARE INSURANCE COMPANY writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health, Vision | 57 | May | $581,988 | $25,487 |
| THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | — | 49 | May | $74,879 | $12,358 |
| SYMETRA LIFE INSURANCE COMPANY | Life | 49 | May | $37,227 | $5,056 |
| DELTA DENTAL OF KENTUCKY | Dental | 116 | May | $22,530 | $1,217 |
| MEDICAL AIR SERVICES ASSOCIATION, INC. | Health | 22 | May | $5,002 | $1,186 |
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