Phia Group — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Phia Group is reported as a service provider on 5 loaded Form 5500 filing(s) across 5 plan sponsor(s) and 5 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $11,280 and reported indirect compensation totals not reported in the loaded dataset.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$11.3KDirect + indirect, across loaded filings$11,280
Plans served5
Plan sponsors5
Filings5
Direct vs. indirect compensation
Direct compensation$11.3K
Indirect compensationNot reported

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Computed from loaded filings

Concentration

Top sponsor share of compensation45%W/K Holding Company, Inc. Of Ward/Kraft Forms Inc
Top state share of plans20%CT
Plan sponsors served5
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Phia Group. Bars show relative scale.

  1. 1
  2. 2
  3. 3
    MA · 1 plan(s)
  4. 4
    GA · 1 plan(s)
  5. 5
    VA · 1 plan(s)
Geographic reach

State footprint

Where Phia Group appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    CT1 plan(s)
  2. 2
    GA1 plan(s)
  3. 3
    KS1 plan(s)
  4. 4
    MA1 plan(s)
  5. 5
    VA1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Phia Group are sponsored, by plan count.

  1. 1
    Shelton, CT1 plan(s)
  2. 2
  3. 3
  4. 4
  5. 5
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    W/K Holding Company, Inc. Of Ward/Kraft Forms Inc, KS · Direct $5K · 2023
  2. 2
    William Raveis Real Estate, Inc., CT · Direct $2.6K · 2023
  3. 3
    Rexa, Inc., MA · Direct $1.6K · 2023
  4. 4
    Foundation Dental Partners, GA · Direct $1.3K · 2023
  5. 5
    Vipdesk Connect, Inc, VA · Direct $743 · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Phia Group?
Public Form 5500 Schedule C filings report compensation paid to Phia Group as a plan service provider. Across loaded filings, total reported compensation is $11,280.
How many plans report Phia Group as a service provider?
Phia Group appears on 5 loaded plan(s) across 5 sponsor(s).

Related Form 5500 pages