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Form 5500 · Employee benefit plan · ATLANTA, GA

PHX HOLDINGS, LLC

PHX HOLDINGS, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is ALERA GROUP, INC. Coverage is written through STARMOUNT LIFE INSURANCE COMPANY and 5 other carriers. The plan's most recent policy period ended in June.

Benefits broker of record
Plan renews
June

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 83-2712734 · plan 501 · as of Jul 2026

Participants
305
Carriers on file
6
Disclosed commissions
$42,070
Renewal month
June

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
STARMOUNT LIFE INSURANCE COMPANYDental, Vision174June$18,962
UNUM LIFE INSURANCE COMPANY OF AMERICA103June$8,848
UNUM LIFE INSURANCE COMPANY OF AMERICALife, Disability235June$6,815
UNUM LIFE INSURANCE COMPANY OF AMERICA64June$3,430
UNUM LIFE INSURANCE COMPANY OF AMERICA36June$2,657
UNUM LIFE INSURANCE COMPANY OF AMERICA76June$1,358

Questions

Who is PHX HOLDINGS, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, PHX HOLDINGS, LLC's broker of record is ALERA GROUP, INC.

What insurance carrier does PHX HOLDINGS, LLC use?

PHX HOLDINGS, LLC's benefit plan is written through STARMOUNT LIFE INSURANCE COMPANY, among 6 disclosed carriers.

When does PHX HOLDINGS, LLC's group plan renew?

The most recent Schedule A policy period for PHX HOLDINGS, LLC ended in June. Group plans typically renew on the same annual cycle.

Where does this data come from?

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