Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$252K
- Vision$241K
- Life$241K
- Short-term disability$241K
- Long-term disability$241K
Sponsor portfolio
FINEOS CORPORATION
EIN 04-3512701Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
1
$38.3M assets
Welfare
1
$252K premiums
Participants
414
756 W PEACHTREE ST NW - ATLANTA, GA 30308617-649-0018
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $252K premiums / 175 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA96%
- FIRST STOP HEALTH4%
Broker market share
Schedule A broker compensation
100%top
- HUB INTERNATIONAL MIDWEST LIMITED100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FINEOS CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$38.3M
Participants239
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FINEOS HEALTH AND WELFARE PLAN
Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$252K
Covered lives175
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FINEOS CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $38.3M | 239 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FINEOS HEALTH AND WELFARE PLAN | Mixed | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $252K | 175 | 2025 |
Retirement plans
Welfare plans