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  2. FOREST RIVER, INC.
Sponsor portfolio

FOREST RIVER, INC.

EIN 20-3284366-automotive-Latest filing 2025
Plans
2
Retirement
1
$127.2M assets
Welfare
1
$9.8M premiums
Participants
33,828
900 COUNTY ROAD 1, PO BOX 3030 - ELKHART, IN 46515574-389-4600forestriverinc.comLinkedIn10001+ employeesautomotive
Plans on this EIN
2 filings
#001401k-$127.2M - 23,317 part#510Mixed-$9.8M - 11,891 lives

Benefits portfolio analytics

1 plan / $9.8M premiums / 11,891 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$5.2M
  • Life$3.8M
  • Dental$2.7M
  • Short-term disability$2.4M
  • Long-term disability$2.4M
  • Vision$533K
Total $9.8M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
28%top
  • RELIASTAR LIFE INSURANCE COMPANY28%
  • HEALTH RESOURCES, INC.28%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA25%
  • TRANSAMERICA LIFE INSURANCE COMPANY14%
  • VISION SERVICE PLAN5%
Total $9.8M5 slices

Broker market share

Schedule A broker compensation

Split broker
58%top
  • GIBSON INSURANCE AGENCY, INC.58%
  • BENEFIT EDUCATORS LLC41%
  • HUB INTERNATIONAL MIDWEST LIMITED1%
  • ANTHONY NYERS0%
  • SIGNATOR INSURANCE AGENCY INC0%
Total $2.0M5 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FOREST RIVER, INC. 401(K) PLAN

401k

Assets$127.2M
Participants23,317
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510

FOREST RIVER, INC. WELFARE BENEFIT PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$9.8M
Covered lives11,891
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FOREST RIVER, INC. 401(K) PLAN401k$127.2M23,3172024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
510FOREST RIVER, INC. WELFARE BENEFIT PLANMixedRELIASTAR LIFE INSURANCE COMPANY$9.8M11,8912025
Retirement plans
Welfare plans
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