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Sponsor portfolio

SOLARIS FOUNDATION INC

EIN 45-5611172-medical practice-Latest filing 2025
Plans
2
Retirement
1
$23.3M assets
Welfare
1
$7.9M premiums
Participants
3,309
4875 CARSON COVE DR - ORLANDO, FL 32811239-919-1142solarisfoundation.orgLinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001401k-$23.3M - 1,919 part#501Fully Insured-$7.9M - 1,390 lives

Benefits portfolio analytics

1 plan / $7.9M premiums / 1,390 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$6.8M
  • Dental$337K
  • Life$253K
  • Short-term disability$236K
  • Vision$84K
  • Long-term disability$14K
Total $7.9M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • AETNA LIFE INSURANCE COMPANY86%
  • STANDARD INSURANCE COMPANY14%
Total $7.9M2 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • THE BALDWIN GROUP WEST LLC56%
  • PANCOAST & ASSOCIATES INC44%
Total $152K2 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

SOLARIS FOUNDATION 401(K) RETIREMENT PLAN

401k

Assets$23.3M
Participants1,919
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SOLARIS FOUNDATION, INC. WELFARE BENEFITS PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$7.9M
Covered lives1,390
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SOLARIS FOUNDATION 401(K) RETIREMENT PLAN401k$23.3M1,9192024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SOLARIS FOUNDATION, INC. WELFARE BENEFITS PLANFully InsuredAETNA LIFE INSURANCE CO.$7.9M1,3902025
Retirement plans
Welfare plans
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