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Sponsor portfolioWelfare / HealthEIN 34-1474815
FOUNDATION SOFTWARE, LLC
17999 FOLTZ INDUSTRIAL PARKWAY · STRONGSVILLE, OH 44149
8002460800
- Plans filed
- 3
- Years active
- 2015–2025
- Industry
- NAICS 51
- Latest filing
- 2025
Total premiums (latest)
$6.6M
No prior year
Persons covered
804
No prior year
Total participants
423
No prior year
Plans filed
3
No prior year
Plans under this sponsor
3 plans
Plan #503$6.6M
FOUNDATION SOFTWARE, LLC & AFFILIATES HEALTH & WELFARE BENEFITS PLAN
Fully insured804 covered·4 carriers
Primary: MEDICAL MUTUAL OF OHIO
Plan #501$971K
FOUNDATION SOFTWARE, INC. GROUP MEDICAL PLAN
Fully insured113 covered·1 carrier
Primary: MEDICAL MUTUAL
Plan #502$47K
FOUNDATION SOFTWARE, INC. GROUP LIFE AND DISABILITY PLAN
Fully insured151 covered·1 carrier
Primary: SUN LIFE AND HEALTH INSURANCE COMPANY
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $6.0M | 89.7% | |
| Dental | $277K | 4.1% | |
| Life | $134K | 2.0% | |
| Other | $85K | 1.3% | |
| Short-term disability | $76K | 1.1% | |
| Long-term disability | $74K | 1.1% | |
| Vision | $43K | 0.6% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 340648820 | H | $6.0M | 90.9% | 1 | 1 | 399 |
EIN 350472300 | LSTDLTDOth | $283K | 4.3% | 1 | 4 | 501 |
EIN 310685339 | D | $277K | 4.2% | 1 | 1 | 804 |
EIN 061227840 | V | $43K | 0.7% | 1 | 1 | 365 |
Broker overview
2 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MAGIS ADVISORY GROUP LLC | AVON, OH | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, DELTA DENTAL OF OHIO, MEDICAL MUTUAL OF OHIO, VISION SERVICE PLAN | $183K | $89K | $272K | 90.8% | 1 |
| DMC BENEFITS INC | WESTLAKE, OH | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, DELTA DENTAL OF OHIO | $14K | $14K | $28K | 9.2% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan