Form 5500 · Employee benefit plan · FAIRFIELD, CT
FOUNDATION SOURCE PHILANTHROPIC SERVICES
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 · as of Aug 2026
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 | November | $233,520 | $24,216 |
| AETNA LIFE INSURANCE COMPANY | Health, Dental, Vision | 492 | November | $3,450,875 | $17,098 |
More employer plans in Connecticut — largest plans, brokers, carriers and renewal months.