Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$3.5M
- Dental$3.5M
- Vision$3.5M
- Prescription drug$3.5M
- Life$234K
- Short-term disability$234K
- +2 more
Sponsor portfolio
FOUNDATION SOURCE PHILANTHROPIC SERVICES
EIN 51-0398347Latest filing 2025
Plans
2
Retirement
1
$15.9M assets
Welfare
1
$3.7M premiums
Participants
551
55 WALLS DRIVE, SUITE 302 - FAIRFIELD, CT 06824203-319-3719
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $3.7M premiums / 492 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- AETNA LIFE INSURANCE COMPANY94%
- SUN LIFE ASSURANCE COMPANY OF CANADA6%
Broker market share
Schedule A broker compensation
100%top
- PROCYON BENEFITS, LLC100%
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 SOURCE 401(K) PLAN
401k
Assets$15.9M
Participants249
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
FOUNDATION SOURCE HEALTH AND WELFARE PLAN
Fully Insured - AETNA LIFE INSURANCE COMPANY
Premiums$3.7M
Covered lives492
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FOUNDATION SOURCE 401(K) PLAN | 401k | $15.9M | 249 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | FOUNDATION SOURCE HEALTH AND WELFARE PLAN | Fully Insured | AETNA LIFE INSURANCE COMPANY | $3.7M | 492 | 2025 |
Retirement plans
Welfare plans