Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$126K
- Long-term disability$120K
- Other$113K
- Vision$107K
- Life$45K
Sponsor portfolioTH
GEO FOUNDATION
EIN 95-4406881civic & social organizationLatest filing 2025
Plans
2
Retirement
1
$8.3M assets
Welfare
1
$285K premiums
Participants
963
3145 N. MERIDIAN STREET - INDIANAPOLIS, IN 46208317-713-4206LinkedIn11-50 employeescivic & social organization
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $285K premiums / 409 covered livesCarrier market share
Premium dollars by Schedule A carrier
62%top
- RELIANCE STANDARD LIFE INSURANCE COMPANY62%
- KANSAS CITY LIFE INSURANCE COMPANY38%
Broker market share
Schedule A broker compensation
46%top
- FORESTER BENEFITS MANAGEMENT LLC46%
- GREGORY & APPEL, INC.40%
- STACY SMALL13%
- NATIONAL BENEFIT CENTER1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
GEO FOUNDATION 403(B) PLAN
403b
Assets$8.3M
Participants551
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
GEO FOUNDATION HEALTH CARE PLAN
Mixed - KANSAS CITY LIFE INSURANCE COMPANY
Premiums$285K
Covered lives409
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | GEO FOUNDATION 403(B) PLAN | 403b | $8.3M | 551 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GEO FOUNDATION HEALTH CARE PLAN | Mixed | KANSAS CITY LIFE INSURANCE COMPANY | $285K | 409 | 2025 |
Retirement plans
Welfare plans