OpenERISA

Phillips Bros. Insurance Agency, INC.

Winnetka, IL, 60093

EIN 36-3238094
Plans
2
Total participants
86
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
524210

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF002Phillips Bros. Agency Profit Sharing Plan And Trust11
2024Form 5500-SF002Phillips Bros. Agency Profit Sharing Plan And Trust0
2024Form 5500-SF003Phillips Bros. Agency Cash Balance Plan And Trust9
2024Form 5500-SF003Phillips Bros. Agency Cash Balance Plan And Trust0
2023Form 5500-SF002Phillips Bros. Agency Profit Sharing Plan And Trust10
2023Form 5500-SF003Phillips Bros. Agency Cash Balance Plan And Trust9
2022Form 5500-SF002Phillips Bros. Agency Profit Sharing Plan And Trust9
2022Form 5500-SF003Phillips Bros. Agency Cash Balance Plan And Trust7
2021Form 5500-SF002Phillips Bros. Agency Profit Sharing Plan And Trust7
2021Form 5500-SF003Phillips Bros. Agency Cash Balance Plan And Trust7
2020Form 5500-SF002Phillips Bros. Agency Profit Sharing Plan And Trust9
2020Form 5500-SF003Phillips Bros. Agency Cash Balance Plan And Trust8

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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