Foley, Inc.
Overview
Foley, Inc. sponsors a self-funded health plan that covered 695 participants in plan year 2025, up 25% from the prior year. The plan year starts in January. Alongside medical, its benefits filing reports life insurance, dental, vision, short-term disability, and more.
- Plan type
- ERISA welfare benefit plan, self-funded (benefits paid from employer assets or a trust)
- Participants
- 695 · prior year 555
- Plan year
- Begins January 1 · next renewal January 2027
- Health plans filed
- Foley, Inc. Health & Welfare Plan, plan 505 (695 participants)
- Broker compensation
- $77K across insured contracts
Insurance carriers
Insured coverage reported on Schedule A. Self-funded medical claims aren't reported there.
| Carrier | Coverage | Covered | Premium | Broker comp |
|---|---|---|---|---|
| Life Insurance Company of North America | Accidental Death and Dismemberment, Life, Long-term disability | 620 | $324K | $15K |
| Massachusetts Mutual Life Insurance Company | Long-term disability | 144 | $167K | $28K |
| Provident Life and Casualty Insurance Company | Critical Illness, Accident, Hospital | 129 | $67K | $17K |
| Vision Benefits of America | Vision | 218 | $37K | $4K |
| UnitedHealthcare Insurance Company | Vision | 376 | $36K | $4K |
| Unum Life Insurance Company of America | Long-term disability | 38 | $13K | $2K |
Pharmacy benefit estimate
StreamRX estimate for a plan this size. Not based on this plan's claims.
Estimated prescription spend: 695 participants × $2,371 national average per member. Usually higher once dependents are counted.
Typical savings opportunity found in independent reviews of plans this size.
Form 5500 filing details
- Filing
- Form 5500 with Schedule A, plan year 2025
- Plan sponsor
- Foley, Inc.
- Sponsor EIN
- 22-0917100
- Plan number
- 505
- Filed with
- U.S. Department of Labor (EBSA) via EFAST2
Verify this filing: search EIN 22-0917100 in the Department of Labor's EFAST2 Form 5500 search.
Retirement plan
- Plan
- Foley, Incorporated 401(k) Plan
- Type
- 401(k) plan
- Participants
- 905
About this data
Source: Foley, Inc.'s Form 5500 filing for plan year 2025 and its Schedule A insurance reports, published by the U.S. Department of Labor. "Self-funded" means the filing reports benefits paid from employer assets or a trust, with no medical insurance contract or with a stop-loss contract. Pharmacy figures are StreamRX estimates based on national averages. StreamRX is not affiliated with Foley, Inc..