PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. FORMS AND SURFACES INC
Sponsor portfolioTH

FORMS AND SURFACES INC

EIN 25-1476717-consumer goods-Latest filing 2025
Plans
2
Retirement
1
$34.1M assets
Welfare
1
$408K premiums
Participants
1,005
1901 WILLIAM FLYNN HIGHWAY - GLENSHAW, PA 15116412-781-9003forms-surfaces.comLinkedIn501-1000 employeesconsumer goods
Plans on this EIN
2 filings
#001401k-$34.1M - 568 part#501Mixed-$408K - 532 lives

Benefits portfolio analytics

1 plan / $408K premiums / 532 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$254K
  • Long-term disability$254K
  • Other$254K
  • Dental$127K
  • Health$27K
  • Vision$27K
  • +1 more
Total $408K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • HARTFORD LIFE AND ACCIDENT62%
  • DELTA DENTAL OF CALIFORNIA31%
  • BLUE CROSS OF CALIFORNIA7%
Total $408K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • EDGEWOOD PARTNERS INSURANCE CENTER100%
Total $8271 slice

Plan deep-dives

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

FORMS & SURFACES INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$34.1M
Participants568
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FORMS AND SURFACES INC HEALTH AND WELFARE PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$408K
Covered lives532
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FORMS & SURFACES INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$34.1M5682024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FORMS AND SURFACES INC HEALTH AND WELFARE PLANMixedHARTFORD LIFE AND ACCIDENT$408K5322025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica