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  2. BLACK FOREST VENTURES, LLC
Sponsor portfolio

BLACK FOREST VENTURES, LLC

EIN 26-4068540-venture capital & private equity-Latest filing 2025
Plans
2
Retirement
1
$21.8M assets
Welfare
1
$502K premiums
Participants
1,020
24 WATERWAY AVENUE, SUITE 225 - HOUSTON, TX 77380832-813-7373blackforestventures.comLinkedIn501-1000 employeesventure capital & private equity
Plans on this EIN
2 filings
#001401k-$21.8M - 767 part#501Mixed-$502K - 556 lives

Benefits portfolio analytics

1 plan / $502K premiums / 556 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$291K
  • Short-term disability$291K
  • Long-term disability$291K
  • Other$291K
  • Dental$211K
  • Vision$211K
Total $502K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • HARTFORD LIFE AND ACCIDENT58%
  • AMERITAS LIFE INSURANCE CORP.42%
Total $502K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $68K1 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

BLACK FOREST 401(K) PLAN

401k

Assets$21.8M
Participants767
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BLACK FOREST VENTURES, LLC WELFARE BENEFITS PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$502K
Covered lives556
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001BLACK FOREST 401(K) PLAN401k$21.8M7672024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BLACK FOREST VENTURES, LLC WELFARE BENEFITS PLANMixedHARTFORD LIFE AND ACCIDENT$502K5562025
Retirement plans
Welfare plans
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