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Sponsor portfolio

FOUNDATION PARTNERS GROUP LLC

EIN 27-2399927-individual & family services-Latest filing 2025
Plans
2
Retirement
1
$31.6M assets
Welfare
1
$11.6M premiums
Participants
2,865
4307 VINELAND ROAD, SUITE H-17-19 - ORLANDO, FL 32811888-788-7526foundationpartners.comLinkedIn1001-5000 employeesindividual & family services
Plans on this EIN
2 filings
#001401k-$31.6M - 1,690 part#501Fully Insured-$11.6M - 2,926 lives

Benefits portfolio analytics

1 plan / $11.6M premiums / 2,926 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$11.6M
  • Dental$11.6M
  • Vision$11.6M
  • Life$11.6M
  • Short-term disability$11.6M
  • Long-term disability$11.6M
  • +2 more
Total $11.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITEDHEALTHCARE INSURANCE COMPANY100%
Total $11.6M1 slice

Broker market share

Schedule A broker compensation

Split broker
62%top
  • HYLANT GROUP INC62%
  • GALLAGHER BENEFIT SERVICES, INC.20%
  • FOUNDATION PARTNERS GROUP, LLC18%
Total $405K3 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

FOUNDATION PARTNERS GROUP, LLC RETIREMENT SAVINGS PLAN

401k

Assets$31.6M
Participants1,690
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FOUNDATION PARTNERS GROUP HEALTH PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$11.6M
Covered lives2,926
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FOUNDATION PARTNERS GROUP, LLC RETIREMENT SAVINGS PLAN401k$31.6M1,6902024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FOUNDATION PARTNERS GROUP HEALTH PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$11.6M2,9262025
Retirement plans
Welfare plans
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