Form 5500 · Employee benefit plan · FAIRFIELD, CT
FOUNDATION SOURCE PHILANTHROPIC SERVICES
The filing calls this plan FOUNDATION SOURCE HEALTH AND WELFARE PLAN.
FOUNDATION SOURCE PHILANTHROPIC SERVICES of FAIRFIELD, CT files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is PROCYON BENEFITS, LLC. Coverage is written through AETNA LIFE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in November.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 51-0398347 · plan 502 · plan year 2025, filed Jun 18, 2026
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19 other employer plans in Connecticut have policy years ending in November. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
Also declared: death benefits.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 2 insured contracts covering health, dental, vision, life and disability; the largest, with AETNA LIFE INSURANCE COMPANY, covers 492 people.
Reported premium across the insured contracts is $3,684,395, with $41,314 in disclosed broker commissions — about 1.1% of premium.
The most recent policy period ended in November, and the plan year ends November 30. Group contracts typically renew on that annual cycle.
PROCYON BENEFITS, LLC is the broker of record on all 2 contracts.
Two carriers split the book: AETNA LIFE INSURANCE COMPANY and SUN LIFE ASSURANCE COMPANY OF CANADA.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life, Disability | 292 | Dec 1, 2025 | $233,520 | $24,216 |
| AETNA LIFE INSURANCE COMPANY | Health, Dental, Vision | 492 | Dec 1, 2025 | $3,450,875 | $17,098 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Other plans filed by this employer
How this plan compares
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Renewal calendar
19 other employer plans in Connecticut are December 1 renewals (policy year ends November).
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