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  2. Fineos Corporation
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Fineos Corporation

EIN 04-3512701-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
2
Retirement
1
$38.3M assets
Health & Benefits
1
$252K premiums
Participants
414
756 W PEACHTREE ST NW - ATLANTA, GA 30308617-649-0018
Plans on this EIN
2 filings
#001401(k)-$38.3M - 239 part#501Mixed-$252K - 175 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Benefits portfolio analytics

1 plan / $252K premiums / 175 covered lives

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
Total $252K5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#001

FINEOS CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST

401(k)

Assets$38.3M
Participants239
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

FINEOS HEALTH AND WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$252K
Covered lives175
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001FINEOS CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST401(k)$38.3M2392025
  • FINEOS CORPORATION 401(K) PROFIT SHARING PLAN AND TRUST$38.3M
    #001 · 401(k) · 2025239

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501FINEOS HEALTH AND WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$252K1752025
  • FINEOS HEALTH AND WELFARE PLAN$252K
    #501 · Mixed · THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA · 2025175
Retirement plans
Health & Benefits plans

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  2. Plan summaries
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