How big is Phoenix Insurance Group, Inc.'s plan?

Phoenix Insurance Group, Inc.'s plan reported $8.3M in assets and 65 participants for 2024.

Original filing (PDF)20250916125105NAL0001186979001

Phoenix Insurance Group, Inc.

Name: Phoenix Insurance Group, Inc. — Phoenix Insurance, Form 5500 (2024)
Creator: Phoenix Insurance Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Phoenix Insurance Group, Inc. Profit-Sharing Plan

401(k) retirement plan · Phoenix Insurance Group, Inc.'s Phoenix Insurance Group, Inc. Profit-Sharing Plan held $8.3M in plan assets for 65 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.3M

Net assets (EOY)

$8.3M

Plan identifiers

Phoenix Insurance Group, Inc.'s EIN is 22-3837608.

EIN 22-3837608

Plan number 001

Plan year 2024

ACK ID 20250916125105NAL0001186979001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Phoenix Insurance Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Phoenix Insurance Group, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PHOENIX INSURANCE GROUP, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score