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Sponsor portfolio

FORSHAW, INC.

EIN 27-4369883-chemicals-Latest filing 2025
Plans
2
Retirement
1
$9.4M assets
Welfare
1
$91K premiums
Participants
249
650 STATE ST. - CHARLOTTE, NC 28208704-372-6790forshaw.comLinkedIn51-200 employeeschemicals
Plans on this EIN
2 filings
#001401k-$9.4M - 143 part#501Mixed-$91K - 106 lives

Benefits portfolio analytics

1 plan / $91K premiums / 106 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$65K
  • Life$34K
  • Long-term disability$15K
  • Short-term disability$11K
Total $91K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Total $91K1 slice

Broker market share

Schedule A broker compensation

Split broker
73%top
  • MCGRIFF INSURANCE SERVICES INC73%
  • UNITED PRODUCERS GROUP LLC18%
  • THE CASON GROUP INC8%
Total $17K3 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

FORSHAW INC PROFIT SHARING & 401(K) PLAN

401k

Assets$9.4M
Participants143
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FORSHAW, INC. HEALTH & WELFARE PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$91K
Covered lives106
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FORSHAW INC PROFIT SHARING & 401(K) PLAN401k$9.4M1432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FORSHAW, INC. HEALTH & WELFARE PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$91K1062025
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Welfare plans
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