Phoenix
Phoenix, AZ
Phoenix of Phoenix, AZ is the broker of record on 21 Form 5500 Schedule A filings covering 20 employer benefit plans across 2 states, with $0 in reported broker commissions (plan year 2025).
Quick answer
Phoenix (Phoenix, AZ) is the broker of record for 20 employer benefit plan sponsors on 21 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Phoenix have?
- Phoenix is named as broker on Form 5500 Schedule A filings for 20 distinct plan sponsors in 2 states.
- Who are Phoenix's largest employer clients?
- By plan participants, the largest include Valle Del Sol, Incorporated (256 participants), Tucson Jewish Community Center (241 participants) and Umom New Day Centers, Inc. (149 participants).
- Where is Phoenix located?
- Phoenix is based in Phoenix, AZ and has employer clients in 2 states.
- How does Phoenix rank among benefits brokers in Arizona?
- Phoenix ranks #27 by employer clients among the 50 most active benefits brokers based in Arizona.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Phoenix on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Valle Del Sol, Incorporated | AZ | 256 | 2024-12-31 |
| Tucson Jewish Community Center | AZ | 241 | 2024-12-31 |
| Umom New Day Centers, Inc. | AZ | 149 | 2025-12-31 |
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Other benefits brokers in Arizona
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- Stealth Partner Group LLC: 350 employer clients, $14,682,220 reported commissions (Scottsdale)
- Rogers Benefit Group Inc: 317 employer clients, $2,131,862 reported commissions (Phoenix)
- Osaic Fa Inc: 223 employer clients, $5,324,402 reported commissions (Scottsdale)
- Totalis Benefits: 222 employer clients, $1,093,777 reported commissions (Scottsdale)
- Alterity Broker Solutions, Inc: 140 employer clients, $2,318,282 reported commissions (Scottsdale)
- Benefit Commerce Grp, An Alera Grp: 80 employer clients, $8,644,835 reported commissions (Scottsdale)
- Bcbs Of Arizona: 78 employer clients, $381,817 reported commissions (Phoenix)
Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.