Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.0M
- Dental$277K
- Life$134K
- Other$85K
- Short-term disability$76K
- Long-term disability$74K
- +1 more
Sponsor portfolio
FOUNDATION SOFTWARE, LLC
EIN 34-1474815computer softwareLatest filing 2025
Plans
2
Retirement
1
$42.9M assets
Welfare
1
$6.6M premiums
Participants
1,016
17999 FOLTZ INDUSTRIAL PARKWAY - STRONGSVILLE, OH 44149800-246-0800foundationsoft.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.6M premiums / 804 covered livesCarrier market share
Premium dollars by Schedule A carrier
91%top
- MEDICAL MUTUAL91%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
- DELTA DENTAL OF CALIFORNIA4%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
91%top
- MAGIS ADVISORY GROUP LLC91%
- DMC BENEFITS INC9%
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 SOFTWARE, LLC 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$42.9M
Participants593
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
FOUNDATION SOFTWARE, LLC & AFFILIATES HEALTH & WELFARE BENEFITS PLAN
Fully Insured - MEDICAL MUTUAL OF OHIO
Premiums$6.6M
Covered lives804
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FOUNDATION SOFTWARE, LLC 401(K) RETIREMENT SAVINGS PLAN | 401k | $42.9M | 593 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | FOUNDATION SOFTWARE, LLC & AFFILIATES HEALTH & WELFARE BENEFITS PLAN | Fully Insured | MEDICAL MUTUAL OF OHIO | $6.6M | 804 | 2025 |
Retirement plans
Welfare plans