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Sponsor portfolio

FOLEY HOLDINGS, LLC

EIN 80-0873377-Administrative and Support and Waste Management and Remediation Services-Latest filing 2025
Plans
2
Retirement
1
$16.4M assets
Welfare
1
$257K premiums
Participants
642
140 HUYSHOPE AVE. FLOOR 2 - HARTFORD, CT 06106978-699-3155
Plans on this EIN
2 filings
#001401k-$16.4M - 398 part#501Fully Insured-$257K - 305 lives

Benefits portfolio analytics

1 plan / $257K premiums / 305 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$134K
  • Dental$134K
  • Prescription drug$134K
  • Life$105K
  • Short-term disability$105K
  • Other$105K
  • +2 more
Total $257K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • BLUE CROSS OF CALIFORNIA52%
  • EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA29%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA11%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • THE PAUL REVERE LIFE INSURANCE COMPANY0%
Total $257K5 slices

Broker market share

Schedule A broker compensation

Split broker
90%top
  • HUB INTERNATIONAL MIDWEST LIMITED90%
  • INDIGO INSURANCE SERVICES6%
  • ANDREA R. HENCHEY2%
  • ASHLEY FOLLIS1%
  • ENROLLMENT SOLUTIONS LTD1%
  • +3 more
Total $94K8 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

FOLEY HOLDINGS, LLC 401(K) PROFIT SHARING PLAN

401k

Assets$16.4M
Participants398
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FOLEY HOLDINGS, LLC HEALTH AND WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$257K
Covered lives305
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FOLEY HOLDINGS, LLC 401(K) PROFIT SHARING PLAN401k$16.4M3982025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FOLEY HOLDINGS, LLC HEALTH AND WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$257K3052024
Retirement plans
Welfare plans
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