THE PHOENIX COMPANIES, INC. AGENT SAVINGS AND INVE STMENT PLAN FORMERLY PHOENIX HOME LIFE MUTUAL INSU RANCE COMPANY AGENT SAVINGS AND INVEST

Plan Contact

  • Contact person: PLIC BY ELIZABETH RUDDEN
  • Phone: (860) 403-1000

Plan General Information

THE PHOENIX COMPANIES, INC. AGENT SAVINGS AND INVE STMENT PLAN FORMERLY PHOENIX HOME LIFE MUTUAL INSU RANCE COMPANY AGENT SAVINGS AND INVEST Total Retirement Plan Assets

At the end of 2001, the total retirement plan assets of THE PHOENIX COMPANIES, INC. AGENT SAVINGS AND INVE STMENT PLAN FORMERLY PHOENIX HOME LIFE MUTUAL INSU RANCE COMPANY AGENT SAVINGS AND INVEST is $37,622,618.00.This plan was established in 1992.

THE PHOENIX COMPANIES, INC. AGENT SAVINGS AND INVE STMENT PLAN FORMERLY PHOENIX HOME LIFE MUTUAL INSU RANCE COMPANY AGENT SAVINGS AND INVEST Total Number of Retirement Plan Participants

At the end of 2001, the total number of retirement plan participants in THE PHOENIX COMPANIES, INC. AGENT SAVINGS AND INVE STMENT PLAN FORMERLY PHOENIX HOME LIFE MUTUAL INSU RANCE COMPANY AGENT SAVINGS AND INVEST is 631

THE PHOENIX COMPANIES, INC. AGENT SAVINGS AND INVE STMENT PLAN FORMERLY PHOENIX HOME LIFE MUTUAL INSU RANCE COMPANY AGENT SAVINGS AND INVEST Average Participant Retirement Account Value

In 2001, the average participant retirement account value for THE PHOENIX COMPANIES, INC. AGENT SAVINGS AND INVE STMENT PLAN FORMERLY PHOENIX HOME LIFE MUTUAL INSU RANCE COMPANY AGENT SAVINGS AND INVEST is $59,623.00

THE PHOENIX COMPANIES, INC. AGENT SAVINGS AND INVE STMENT PLAN FORMERLY PHOENIX HOME LIFE MUTUAL INSU RANCE COMPANY AGENT SAVINGS AND INVEST Estimated Average Employee Contribution Amount

In 2001, the estimated average employee contribution amount per participant for THE PHOENIX COMPANIES, INC. AGENT SAVINGS AND INVE STMENT PLAN FORMERLY PHOENIX HOME LIFE MUTUAL INSU RANCE COMPANY AGENT SAVINGS AND INVEST is $5,416.00.

THE PHOENIX COMPANIES, INC. AGENT SAVINGS AND INVE STMENT PLAN FORMERLY PHOENIX HOME LIFE MUTUAL INSU RANCE COMPANY AGENT SAVINGS AND INVEST Estimated Average Employer Match

In 2001, the estimated average employer match for an employee in THE PHOENIX COMPANIES, INC. AGENT SAVINGS AND INVE STMENT PLAN FORMERLY PHOENIX HOME LIFE MUTUAL INSU RANCE COMPANY AGENT SAVINGS AND INVEST is approximately $1,425.00
Investing in this additonal $1,425.00 for 20 years would give you extra $91,237.00, assuming a 10% annual return.

THE PHOENIX COMPANIES, INC. AGENT SAVINGS AND INVE STMENT PLAN FORMERLY PHOENIX HOME LIFE MUTUAL INSU RANCE COMPANY AGENT SAVINGS AND INVEST Total Employer Contribution and Match Rate

In 2001, THE PHOENIX COMPANIES, INC. AGENT SAVINGS AND INVE STMENT PLAN FORMERLY PHOENIX HOME LIFE MUTUAL INSU RANCE COMPANY AGENT SAVINGS AND INVEST allocates $899,549.00 to match its employees' contributions, providing an employer match rate of 52.63% of their contributions

THE PHOENIX COMPANIES, INC. AGENT SAVINGS AND INVE STMENT PLAN FORMERLY PHOENIX HOME LIFE MUTUAL INSU RANCE COMPANY AGENT SAVINGS AND INVEST Total Retirement Plan Asset Growth Rate

In 2001, the total retirement plan asset growth rate of THE PHOENIX COMPANIES, INC. AGENT SAVINGS AND INVE STMENT PLAN FORMERLY PHOENIX HOME LIFE MUTUAL INSU RANCE COMPANY AGENT SAVINGS AND INVEST is -21.91%.

THE PHOENIX COMPANIES, INC. AGENT SAVINGS AND INVE STMENT PLAN FORMERLY PHOENIX HOME LIFE MUTUAL INSU RANCE COMPANY AGENT SAVINGS AND INVEST Estimated Aggregate Retirement Account Investment Gain/Loss

In 2001, the estimated aggregate retirement account investment gain/loss for THE PHOENIX COMPANIES, INC. AGENT SAVINGS AND INVE STMENT PLAN FORMERLY PHOENIX HOME LIFE MUTUAL INSU RANCE COMPANY AGENT SAVINGS AND INVEST is -23.42%. This measures the effectiveness of the plan participants' investments in the year.

THE PHOENIX COMPANIES, INC. AGENT SAVINGS AND INVE STMENT PLAN FORMERLY PHOENIX HOME LIFE MUTUAL INSU RANCE COMPANY AGENT SAVINGS AND INVEST Expense Ratio

In 2001, the investment and administrative expense ratio of THE PHOENIX COMPANIES, INC. AGENT SAVINGS AND INVE STMENT PLAN FORMERLY PHOENIX HOME LIFE MUTUAL INSU RANCE COMPANY AGENT SAVINGS AND INVEST is 0.04%.

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