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Sponsor portfolio

THE FOUNDATION SCHOOLS

EIN 23-7425256-education management-Latest filing 2025
Plans
2
Retirement
1
$28.2M assets
Welfare
1
$1.9M premiums
Participants
578
1330 MCCORMICK DRIVE - LARGO, MD 20774301-881-0078foundationschools.orgLinkedIn51-200 employeeseducation management
Plans on this EIN
2 filings
#001403b-$28.2M - 381 part#506Fully Insured-$1.9M - 202 lives

Benefits portfolio analytics

1 plan / $1.9M premiums / 202 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.8M
  • Prescription drug$1.8M
  • Dental$63K
  • Other$37K
  • Short-term disability$30K
  • Life$20K
  • +1 more
Total $1.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
92%top
  • BLUE CROSS OF CALIFORNIA92%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
  • DOMINION NATIONAL3%
Total $1.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • MARSH & MCLENNAN AGENCY LLC96%
  • NFP INSURANCE SERVICES INC4%
Total $93K2 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

THE FOUNDATION SCHOOLS DEFINED CONTRIBUTION RETIREMENT PLAN

403b

Assets$28.2M
Participants381
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#506

THE FOUNDATION SCHOOLS WELFARE BENEFIT PLAN

Fully Insured - CAREFIRST BLUECHOICE, INC.

Premiums$1.9M
Covered lives202
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE FOUNDATION SCHOOLS DEFINED CONTRIBUTION RETIREMENT PLAN403b$28.2M3812024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
506THE FOUNDATION SCHOOLS WELFARE BENEFIT PLANFully InsuredCAREFIRST BLUECHOICE, INC.$1.9M2022025
Retirement plans
Welfare plans
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