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Form 5500 · Employee benefit plan · ATLANTA, GA

FINEOS CORPORATION

Public Form 5500 records show how FINEOS CORPORATION (ATLANTA, GA) structures its employee benefits. Its broker of record is HUB INTERNATIONAL MIDWEST LIMITED. Coverage is written through SUN LIFE ASSURANCE COMPANY OF CANADA and 1 other carrier. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 04-3512701 · plan 501 · as of Jul 2026

Participants
227
Carriers on file
2
Disclosed commissions
$53,992
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
SUN LIFE ASSURANCE COMPANY OF CANADADental, Vision, Life, Disability202December$53,992
FIRST STOP HEALTH, LLC154December$0

Questions

Who is FINEOS CORPORATION's benefits broker?

Per its most recent Form 5500 Schedule A, FINEOS CORPORATION's broker of record is HUB INTERNATIONAL MIDWEST LIMITED.

What insurance carrier does FINEOS CORPORATION use?

FINEOS CORPORATION's benefit plan is written through SUN LIFE ASSURANCE COMPANY OF CANADA, among 2 disclosed carriers.

When does FINEOS CORPORATION's group plan renew?

The most recent Schedule A policy period for FINEOS CORPORATION ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from FINEOS CORPORATION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.