Assets by plan
Share of aggregate retirement assets
Filings through .
Foster & Foster Consulting Actuaries, Inc.
EIN 59-1921114individual & family servicesLatest filing 2025
Plans
3
Retirement
2
$35.0M assets
Health & Benefits
1
$1.2M premiums
Participants
368
FOSTER AND FOSTER, 13420 PARKER COMMONS BLVD SUITE 104 - FORT MYERS, FL 339121973239-433-5500LinkedIn11-50 employeesindividual & family services
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Retirement portfolio analytics
2 plans aggregated / $35.0M assets / 250 participants
Participants by plan
Active + retired + deferred vested
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
See carrier and broker market share with Pro.
Pro unlocks:
- Top carriers and their premium share
- Top brokers and their commission share
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN
401(k)
Assets$23.7M
Participants143
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN
Traditional DB
Assets$11.3M
Participants107
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
FOSTER & FOSTER CONSULTING ACTUARIES INC EMPLOYEE BENEFITS PLAN
Fully insured - BLUE CROSS BLUE SHIELD OF FLORIDA
Premiums$1.2M
Covered lives100
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | FOSTER & FOSTER CONSULTING ACTUARIES, INC. 401(K) PLAN | 401(k) | $23.7M | 143 | 2025 |
| #004 | FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN | Traditional DB | $11.3M | 107 | 2025 |
- #003 · 401(k) · 2025143
- #004 · Traditional DB · 2025107
Health & Benefits plans
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | FOSTER & FOSTER CONSULTING ACTUARIES INC EMPLOYEE BENEFITS PLAN | Fully insured | BLUE CROSS BLUE SHIELD OF FLORIDA | $1.2M | 100 | 2025 |
- #501 · Fully insured · BLUE CROSS BLUE SHIELD OF FLORIDA · 2025100
Retirement plans
Health & Benefits plans