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Sponsor portfolio

FORM-UP FOUNDATIONS, LLC

EIN 27-1080938-construction-Latest filing 2025
Plans
2
Retirement
1
$2.3M assets
Welfare
1
$126K premiums
Participants
122
1226 NH ROUTE 119, UNIT 7 - RINDGE, NH 03461603-899-7413formupfoundations.comLinkedIn51-200 employeesconstruction
Plans on this EIN
2 filings
#001401k-$2.3M - 79 part#501Self Funded-$126K - 43 lives

Benefits portfolio analytics

1 plan / $126K premiums / 43 covered lives

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • HM LIFE INSURANCE COMPANY100%
Total $126K1 slice

Plan deep-dives

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

FORM-UP FOUNDATIONS 401(K) PLAN

401k

Assets$2.3M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FORM-UP FOUNDATIONS, LLC EMPLOYEE GROUP MEDICAL PLAN

Self Funded - HM LIFE INSURANCE COMPANY

Premiums$126K
Covered lives43
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FORM-UP FOUNDATIONS 401(K) PLAN401k$2.3M792025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FORM-UP FOUNDATIONS, LLC EMPLOYEE GROUP MEDICAL PLANSelf FundedHM LIFE INSURANCE COMPANY$126K432024
Retirement plans
Welfare plans
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