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Sponsor portfolio

FOLIUM, INC.

EIN 23-2205138-Educational Services-Latest filing 2025
Plans
2
Retirement
1
$12.9M assets
Welfare
1
$1.1M premiums
Participants
810
7564 BROWNS MILL ROAD - CHAMBERSBURG, PA 17202717-375-4834
Plans on this EIN
2 filings
#001401k-$12.9M - 480 part#501Mixed-$1.1M - 407 lives

Benefits portfolio analytics

1 plan / $1.1M premiums / 407 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Stop-loss$888K
  • Other$74K
  • Short-term disability$67K
  • Long-term disability$39K
  • Life$25K
Total $1.1M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • HM LIFE INSURANCE COMPANY83%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY15%
  • ALLYHEALTH LLC2%
  • CAPITAL ADVANTAGE ASSURANCE COMPANY0%
Total $1.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • STRICKLER AGENCY, INC76%
  • GIS BENEFITS INC24%
Total $32K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FOLIUM, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$12.9M
Participants480
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FOLIUM, INC. CAFETERIA BENEFITS PLAN

Mixed - HM LIFE INSURANCE COMPANY

Premiums$1.1M
Covered lives407
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FOLIUM, INC. 401(K) PROFIT SHARING PLAN401k$12.9M4802025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FOLIUM, INC. CAFETERIA BENEFITS PLANMixedHM LIFE INSURANCE COMPANY$1.1M4072025
Retirement plans
Welfare plans
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