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Sponsor portfolio

FOSTER & FOSTER CONSULTING ACTUARIES INC

EIN 59-1921114-individual & family services-Latest filing 2025
Plans
3
Retirement
2
$30.2M assets
Welfare
1
$1.2M premiums
Participants
348
13420 PARKER COMMONS BOULEVARD, #104 - FORT MYERS, FL 33912239-433-5500LinkedIn11-50 employeesindividual & family services
Plans on this EIN
3 filings
#003401k-$21.2M - 129 part#004TraditionalDB-$9.0M - 101 part#501Fully Insured-$1.2M - 100 lives

Retirement portfolio analytics

2 plans aggregated / $30.2M assets / 230 participants

Assets by plan

Share of aggregate retirement assets

70%top
  • ACTUARIES, INC. 401(K) (#003)70%
  • DEFINED BENEFIT PENSION (#004)30%
Total $30.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • ACTUARIES, INC. 401(K) (#003)129
  • DEFINED BENEFIT PENSION (#004)101
Total 230Click row to drill in

Benefits portfolio analytics

1 plan / $1.2M premiums / 100 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.1M
  • Dental$68K
  • Vision$68K
  • Long-term disability$22K
  • Other$16K
  • Life$15K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
91%top
  • BLUE CROSS OF CALIFORNIA91%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
  • USABLE LIFE3%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • ATKINSON & ASSOC INSURANCE INC90%
  • M3 INSURANCE SOLUTIONS INC5%
  • BLUE CROSS BLUE SHIELD OF FLORIDA4%
  • DAVIS II COMPANIES LLC0%
Total $58K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN

401k

Assets$21.2M
Participants129
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$9.0M
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FOSTER & FOSTER CONSULTING ACTUARIES INC EMPLOYEE BENEFITS PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$1.2M
Covered lives100
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN401k$21.2M1292024
004FOSTER & FOSTER DEFINED BENEFIT PENSION PLANTraditionalDB$9.0M1012024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FOSTER & FOSTER CONSULTING ACTUARIES INC EMPLOYEE BENEFITS PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$1.2M1002025
Retirement plans
Welfare plans
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