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Sponsor portfolioTH

THE FOUNDATION FOR SENIOR LIVING

EIN 86-0298945-medical practice-Latest filing 2024
Plans
2
Retirement
1
$10.6M assets
Welfare
1
$450K premiums
Participants
462
1201 E. THOMAS ROAD - PHOENIX, AZ 85014602-285-1800LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001403b-$10.6M - 462 part#501Fully Insured-$450K - 343 lives

Benefits portfolio analytics

1 plan / $450K premiums / 343 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$359K
  • Prescription drug$235K
  • Dental$124K
  • Vision$124K
  • Other$92K
  • Life$87K
  • +2 more
Total $450K8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • BLUE CROSS OF CALIFORNIA52%
  • METROPOLITAN LIFE INSURANCE COMPANY27%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA19%
  • CURALINC HEALTHCARE1%
Total $450K4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • MARSH & MCLENNAN AGENCY LLC100%
Total $76K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING RETIREMENT PLAN

403b

Assets$10.6M
Participants462
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FOUNDATION FOR SENIOR LIVING WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ARIZONA

Premiums$450K
Covered lives343
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE FOUNDATION FOR SENIOR LIVING 403(B) MATCHING RETIREMENT PLAN403b$10.6M4622024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FOUNDATION FOR SENIOR LIVING WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF ARIZONA$450K3432024
Retirement plans
Welfare plans
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