Phoenix Infrastructure LLC

Coppell, TX Holding companiesNAICS 551112

Self-funded health planPlan year 2025Renews January
1,423Participants+26% vs. prior year
$3.4MEst. pharmacy spend / yrParticipants × national avg.
Jan 2027Next renewalPlan year begins January 1
#8 of 16Holding companies in TXBy participants

Overview

Phoenix Infrastructure LLC sponsors a self-funded health plan that covered 1,423 participants in plan year 2025, up 26% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.

Plan type
ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
Participants
1,423 · prior year 1,126
Plan year
Begins January 1 · next renewal January 2027
Health plans filed
Phoenix Infrastructure LLC Welfare Plan, plan 501 (1,423 participants)
Stop-loss carrier
Symetra Life Insurance Company
Broker compensation
$161K across insured contracts
MedicalLife insuranceDentalVisionShort-term disabilityLong-term disabilityOther welfare benefits

Insurance carriers

Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.

CarrierCoverageCoveredPremiumBroker comp
Symetra Life Insurance CompanyStop-loss476$1.7M$70K
Metropolitan Life Insurance CompayDental, Life, Short-term disability, Long-term disability1,423$1.4M$91K
Vision Service PlanVision456$69K—

Pharmacy benefit estimate

StreamRX estimate for a plan this size. Not based on this plan's claims.

$3.4M/ year

Estimated prescription spend: 1,423 participants × $2,371 national average per member. Usually higher once dependents are counted.

$88K–$216K/ year

Typical savings opportunity found in independent reviews of plans this size.

Brands with a generic available$26K–$64K
Lower-cost therapeutic alternatives$37K–$78K
Generic pricing vs. actual cost$16K–$49K
PBM contract terms$8K–$25K
The DOL's PBM fee disclosure rule first applies to this plan for the plan year beginning January 2028: semiannual PBM compensation reports and an annual audit right.

Form 5500 filing details

Filing
Form 5500 with Schedule A, plan year 2025
Plan sponsor
Phoenix Infrastructure LLC
Sponsor EIN
93-4539791
Plan number
501
Filed with
U.S. Department of Labor (EBSA) via EFAST2

Verify this filing: search EIN 93-4539791 in the Department of Labor's EFAST2 Form 5500 search.

Retirement plan

Plan
The Phoenix 401(k) Savings Plan
Type
401(k) plan
Participants
1,024

About this data

Source: Phoenix Infrastructure LLC's Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Phoenix Infrastructure LLC.

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