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Sponsor portfolio

JOHN FOY & ASSOCIATES

EIN 38-3687296-Latest filing 2025
Plans
2
Retirement
1
$10.9M assets
Welfare
1
$1.3M premiums
Participants
336
3343 PEACHTREE ROAD NE, SUITE 350 - ATLANTA, GA 30326404-809-4786
Plans on this EIN
2 filings
#001401k-$10.9M - 186 part#501Fully Insured-$1.3M - 182 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 182 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Prescription drug$1.1M
  • Dental$223K
  • Vision$223K
  • Life$223K
  • Short-term disability$223K
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY83%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA17%
Total $1.3M2 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • USI INSURANCE SERVICES LLC70%
  • GENESYS ENTERPRISES LLC17%
  • UNITED PRODUCERS GROUP LLC9%
  • UNITED PRODUCER GROUP, LLC2%
  • BROWN & BROWN INSURANCE SERVICES1%
Total $86K5 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

FOY & ASSOCIATES, PC 401K PROFIT SHARING PLAN

401k

Assets$10.9M
Participants186
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JOHN FOY & ASSOCIATES BENEFITS WELFARE PLAN

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives182
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FOY & ASSOCIATES, PC 401K PROFIT SHARING PLAN401k$10.9M1862024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JOHN FOY & ASSOCIATES BENEFITS WELFARE PLANFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.3M1822025
Retirement plans
Welfare plans
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