Benefits brokerage · 2 offices
PHILLIPS BENEFITS ADVISORS, LLC
PHILLIPS BENEFITS ADVISORS, LLC is named as the broker of record on 12 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| FORT WAYNE | IN | 11 |
| FT WAYNE | IN | 1 |
Book profile
PHILLIPS BENEFITS ADVISORS, LLC brokers 12 insured contracts for 8 employers, all in Indiana.
Life is the largest line (8 contracts), followed by disability (8), vision (6), dental (5).
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA writes the most contracts in the book (4, about 33%); DELTA DENTAL OF INDIANA, RELIANCE STANDARD LIFE INSURANCE COMPANY, DELTA DENTAL OF KANSAS, INC. follow.
Renewals are spread through the year; July 1 renewals (policy year ends June) are the largest group, at 42% of the dated welfare contracts.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
- Indiana12
Contracts by line.
life 8 · disability 8 · vision 6 · dental 5
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| MICROPULSE, INC. | COLUMBIA CITY, IN | FORT WAYNE, IN | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2023 |
| LASTING CHANGE, INC. | FORT WAYNE, IN | FORT WAYNE, IN | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| NATIONAL OIL AND GAS, INC. | BLUFFTON, IN | FORT WAYNE, IN | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2025 |
| EAR, NOSE & THROAT ASSOCIATES, P.C. | FORT WAYNE, IN | FORT WAYNE, IN | SUN LIFE ASSURANCE COMPANY OF CANADA | Jul 1FY2025 |
| PHYSICIANS HEALTH PLAN OF NORTHERN INDIANA, INC. | FORT WAYNE, IN | FORT WAYNE, IN | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | Jan 1FY2024 |
more employers in PHILLIPS BENEFITS ADVISORS, LLC's book
See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2023–2025 on this page)