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FOSTER & FOSTER CONSULTING ACTUARIES, INC. - Florida Company Profile

Headquarter

Company Details

Entity Name: FOSTER & FOSTER CONSULTING ACTUARIES, INC.
Jurisdiction: FLORIDA
Filing Type: Domestic Profit

FOSTER & FOSTER CONSULTING ACTUARIES, INC. is structured as a Domestic Profit Corporation, which, in Florida signifies a Profit Corporation (also known as a C-Corporation). This business structure is recognized as a separate legal entity from its owners. This offers shareholders the benefit of limited liability protection, safeguarding their personal assets from the corporation's debts and obligations, and facilitates raising capital through the issuance of stock. In Florida, Domestic Profit Corporations are governed by Title XXXVI, Chapter 607, Florida Statutes – Florida Business Corporation Act.

Status: Active

The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.

Date Filed: 26 Jun 1979 (46 years ago)
Last Event: NAME CHANGE AMENDMENT
Event Date Filed: 21 Sep 2004 (21 years ago)
Document Number: 628080
FEI/EIN Number 591921114

Federal Employer Identification (FEI) Number assigned by the IRS.

Address: 13420 PARKER COMMONS BLVD, SUITE 104, FT. MYERS, FL, 33912, US
Mail Address: 13420 PARKER COMMONS BLVD, SUITE 104, FT. MYERS, FL, 33912, US
ZIP code: 33912
County: Lee
Place of Formation: FLORIDA

Links between entities

Type Company Name Company Number State
Headquarter of FOSTER & FOSTER CONSULTING ACTUARIES, INC., RHODE ISLAND 000798068 RHODE ISLAND
Headquarter of FOSTER & FOSTER CONSULTING ACTUARIES, INC., ALASKA 10215647 ALASKA
Headquarter of FOSTER & FOSTER CONSULTING ACTUARIES, INC., ALABAMA 001-007-453 ALABAMA
Headquarter of FOSTER & FOSTER CONSULTING ACTUARIES, INC., NEW YORK 5616591 NEW YORK
Headquarter of FOSTER & FOSTER CONSULTING ACTUARIES, INC., COLORADO 20191017254 COLORADO
Headquarter of FOSTER & FOSTER CONSULTING ACTUARIES, INC., CONNECTICUT 1378947 CONNECTICUT
Headquarter of FOSTER & FOSTER CONSULTING ACTUARIES, INC., IDAHO 3916325 IDAHO
Headquarter of FOSTER & FOSTER CONSULTING ACTUARIES, INC., ILLINOIS CORP_67756479 ILLINOIS

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN 2023 591921114 2024-10-15 FOSTER & FOSTER CONSULTING ACTUARIES, INC 104
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2012-01-01
Business code 541990
Sponsor’s telephone number 2394335500
Plan sponsor’s address 13420 PARKER COMMONS BLVD STE 104, FORT MYERS, FL, 339121973

Signature of

Role Plan administrator
Date 2024-10-15
Name of individual signing SANDRA HEINRICHS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2024-10-15
Name of individual signing SANDRA HEINRICHS
Valid signature Filed with authorized/valid electronic signature
FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN 2022 591921114 2023-10-19 FOSTER & FOSTER CONSULTING ACTUARIES, INC. 80
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2012-01-01
Business code 541990
Plan sponsor’s address 13420 PARKER COMMONS BLVD STE 104, FORT MYERS, FL, 339121973

Signature of

Role Plan administrator
Date 2023-10-19
Name of individual signing SANDRA HEINRICHS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-19
Name of individual signing SANDRA HEINRICHS
Valid signature Filed with authorized/valid electronic signature
FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN 2022 591921114 2023-10-16 FOSTER & FOSTER CONSULTING ACTUARIES, INC. 80
Three-digit plan number (PN) 004
Effective date of plan 2012-01-01
Business code 541990
Plan sponsor’s address 13420 PARKER COMMONS BLVD STE 104, FORT MYERS, FL, 339121973

Signature of

Role Plan administrator
Date 2023-10-16
Name of individual signing SANDRA HEINRICHS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-10-16
Name of individual signing SANDRA HEINRICHS
Valid signature Filed with authorized/valid electronic signature
FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN 2021 591921114 2023-02-15 FOSTER & FOSTER CONSULTING ACTUARIES, INC. 59
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2012-01-01
Business code 541990
Sponsor’s telephone number 2394335500
Plan sponsor’s address 13420 PARKER COMMONS BLVD STE 104, FORT MYERS, FL, 339121973

Signature of

Role Plan administrator
Date 2023-02-15
Name of individual signing SANDRA HEINRICHS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2023-02-15
Name of individual signing SANDRA HEINRICHS
Valid signature Filed with authorized/valid electronic signature
FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN 2020 591921114 2021-10-15 FOSTER & FOSTER CONSULTING ACTUARIES, INC. 66
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2012-01-01
Business code 541990
Sponsor’s telephone number 2394335500
Plan sponsor’s address 13420 PARKER COMMONS BLVD STE 104, FORT MYERS, FL, 339121973

Signature of

Role Plan administrator
Date 2021-10-15
Name of individual signing SANDRA HEINRICHS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2021-10-15
Name of individual signing SANDRA HEINRICHS
Valid signature Filed with authorized/valid electronic signature
FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN 2019 591921114 2020-10-13 FOSTER & FOSTER CONSULTING ACTUARIES, INC. 66
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2012-01-01
Business code 541990
Sponsor’s telephone number 2394335500
Plan sponsor’s address 13420 PARKER COMMONS BLVD STE 104, FORT MYERS, FL, 339121973

Signature of

Role Plan administrator
Date 2020-10-13
Name of individual signing SANDRA HEINRICHS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2020-10-13
Name of individual signing SANDRA HEINRICHS
Valid signature Filed with authorized/valid electronic signature
FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN 2018 591921114 2019-10-14 FOSTER & FOSTER CONSULTING ACTUARIES, INC. 48
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2012-01-01
Business code 541990
Sponsor’s telephone number 2394335500
Plan sponsor’s address 13420 PARKER COMMONS BLVD,, SUITE 104, FT MYERS, FL, 33912

Signature of

Role Plan administrator
Date 2019-10-14
Name of individual signing SANDRA HEINRICHS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2019-10-14
Name of individual signing SANDRA HEINRICHS
Valid signature Filed with authorized/valid electronic signature
FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN 2017 591921114 2018-10-16 FOSTER & FOSTER CONSULTING ACTUARIES, INC. 40
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2012-01-01
Business code 541990
Plan sponsor’s DBA name FOSTER & FOSTER
Plan sponsor’s address 13420 PARKER COMMONS BLVD STE 104, FORT MYERS, FL, 339121973

Signature of

Role Plan administrator
Date 2018-10-16
Name of individual signing SANDRA HEINRICHS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2018-10-16
Name of individual signing SANDRA HEINRICHS
Valid signature Filed with authorized/valid electronic signature
FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN 2016 591921114 2017-10-16 FOSTER & FOSTER CONSULTING ACTUARIES, INC. 35
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2012-01-01
Business code 541990
Plan sponsor’s DBA name FOSTER & FOSTER
Plan sponsor’s address 13420 PARKER COMMONS BLVD STE 104, FORT MYERS, FL, 339121973

Signature of

Role Plan administrator
Date 2017-10-16
Name of individual signing SANDRA HEINRICHS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-10-16
Name of individual signing SANDRA HEINRICHS
Valid signature Filed with authorized/valid electronic signature
FOSTER & FOSTER DEFINED BENEFIT PENSION PLAN 2015 591921114 2017-10-02 FOSTER & FOSTER CONSULTING ACTUARIES, INC. 33
File View Page
Three-digit plan number (PN) 004
Effective date of plan 2012-01-01
Business code 541990
Sponsor’s telephone number 2394335500
Plan sponsor’s DBA name FOSTER & FOSTER
Plan sponsor’s address 13420 PARKER COMMONS BLVD., SUITE 104, FT. MYERS, FL, 33912

Signature of

Role Plan administrator
Date 2017-10-02
Name of individual signing SANDRA HEINRICHS
Valid signature Filed with authorized/valid electronic signature
Role Employer/plan sponsor
Date 2017-10-02
Name of individual signing SANDRA HEINRICHS
Valid signature Filed with authorized/valid electronic signature

Key Officers & Management

Name Role Address
HEINRICHS SANDRA R Vice President 13420 PARKER COMMONS BLVD, STE 104, FORT MYERS, FL, 33912
HEINRICHS SANDRA R Director 13420 PARKER COMMONS BLVD, STE 104, FORT MYERS, FL, 33912
HEINRICHS SANDRA R Secretary 13420 PARKER COMMONS BLVD, STE 104, FORT MYERS, FL, 33912
HEINRICHS BRADLEY R President 13420 PARKER COMMONS BLVD, STE 104, FORT MYERS, FL, 33912
HEINRICHS BRADLEY R Treasurer 13420 PARKER COMMONS BLVD, STE 104, FORT MYERS, FL, 33912
HEINRICHS BRADLEY R Director 13420 PARKER COMMONS BLVD, STE 104, FORT MYERS, FL, 33912
FRANKEN JASON L Officer 184 SHUMAN BLVD,, NAPERVILLE, IL, 60563
SMITH TRAVIS Officer 184 SHUMAN BLVD,, NAPERVILLE, IL, 60563
HEINRICHS BRADLEY R Agent 13420 PARKER COMMONS BLVD, FT. MYERS, FL, 33912

Fictitious Names

Registration Number Fictitious Name Status Filed Date Expiration Date Cancellation Date Mailing Address
G04267900263 FOSTER & FOSTER, INC. ACTIVE 2004-09-23 2029-12-31 - 13420 PARKER COMMONS BLVD, SUITE 104, FORT MYERS, FL, 33912, US

Events

Event Type Filed Date Value Description
REGISTERED AGENT NAME CHANGED 2012-01-08 HEINRICHS, BRADLEY R -
CHANGE OF PRINCIPAL ADDRESS 2009-01-14 13420 PARKER COMMONS BLVD, SUITE 104, FT. MYERS, FL 33912 -
CHANGE OF MAILING ADDRESS 2009-01-14 13420 PARKER COMMONS BLVD, SUITE 104, FT. MYERS, FL 33912 -
REGISTERED AGENT ADDRESS CHANGED 2009-01-14 13420 PARKER COMMONS BLVD, SUITE 104, FT. MYERS, FL 33912 -
CANCEL ADM DISS/REV 2004-09-21 - -
NAME CHANGE AMENDMENT 2004-09-21 FOSTER & FOSTER CONSULTING ACTUARIES, INC. -
ADMIN DISSOLUTION FOR ANNUAL REPORT 2002-10-04 - -

Documents

Name Date
ANNUAL REPORT 2024-03-27
ANNUAL REPORT 2023-03-07
ANNUAL REPORT 2022-01-14
ANNUAL REPORT 2021-01-18
ANNUAL REPORT 2020-01-22
ANNUAL REPORT 2019-01-28
ANNUAL REPORT 2018-01-12
ANNUAL REPORT 2017-01-09
ANNUAL REPORT 2016-03-31
ANNUAL REPORT 2015-01-21

U.S. Small Business Administration Profile

Status User ID Name of Firm Trade Name UEI Address
Active P2304526 FOSTER & FOSTER CONSULTING ACTUARIES, INC. FOSTER & FOSTER CONSULTING ACTUARIES INC TL5AE5HMNDP4 13420 PARKER COMMONS BLVD, STE 104, FORT MYERS, FL, 33912-1973
Capabilities Statement Link -
Phone Number 239-433-5500
Fax Number -
E-mail Address sandra.heinrichs@foster-foster.com
WWW Page -
E-Commerce Website -
Contact Person SANDRA HEINRICHS
County Code (3 digit) 071
Congressional District 19
Metropolitan Statistical Area 2700
CAGE Code 84EE6
Year Established 1979
Accepts Government Credit Card No
Legal Structure Subchapter S Corporation
Ownership and Self-Certifications -
Business Development Servicing Office SOUTH FLORIDA DISTRICT OFFICE (SBA office code 0455)
Capabilities Narrative (none given)
Special Equipment/Materials (none given)
Business Type Percentages (none given)
Keywords (none given)
Quality Assurance Standards (none given)
Electronic Data Interchange capable -

SBA Federal Certifications

HUBZone Certified No
Women Owned Certified No
Women Owned Pending No
Economically Disadvantaged Women Owned Certified No
Economically Disadvantaged Women Owned Pending No
Veteran-Owned Small Business Certified No
Veteran-Owned Small Business Joint Venture No
Service-Disabled Veteran-Owned Small Business Certified No
Service-Disabled Veteran-Owned Small Business Joint Venture No

Bonding Levels

Description Construction Bonding Level (per contract)
Level (none given)
Description Construction Bonding Level (aggregate)
Level (none given)
Description Service Bonding Level (per contract)
Level (none given)
Description Service Bonding Level (aggregate)
Level (none given)

NAICS Codes with Size Determinations by NAICS

Primary Yes
Code 541612
NAICS Code's Description Human Resources Consulting Services
Buy Green No
Code 524292
NAICS Code's Description Pharmacy Benefit Management and Other Third-Party Administration of Insurance and Pension Funds
Buy Green Yes
Code 541990
NAICS Code's Description All Other Professional, Scientific and Technical Services
Buy Green No

Export Profile (Trade Mission Online)

Exporter Firm hasn't answered this question yet
Export Business Activities (none given)
Exporting to (none given)
Desired Export Business Relationships (none given)
Description of Export Objective(s) (none given)

Date of last update: 01 Apr 2025

Sources: Florida Department of State