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Sponsor portfolioTH

FORESIGHT FINANCIAL GROUP, INC.

EIN 36-3371610-financial services-Latest filing 2025
Plans
3
Retirement
1
$40.3M assets
Welfare
2
$3.0M premiums
Participants
759
809 CANNELL PURI COURT, P.O. BOX 339 - ROCKFORD, IL 61088815-847-7500LinkedIn1-10 employeesfinancial services
Plans on this EIN
3 filings
#001401k-$40.3M - 342 part#501Fully Insured-$3.0M - 291 lives#503Self Funded-0 lives

Benefits portfolio analytics

2 plans / $3.0M premiums / 291 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.9M
  • Life$136K
  • Long-term disability$136K
Total $3.0M3 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
95%top
  • BLUE CROSS OF CALIFORNIA95%
  • SUN LIFE ASSURANCE COMPANY OF CANADA5%
Total $3.0M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • M3 INSURANCE SOLUTIONS INC100%
Total $131K1 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

FORESIGHT FINANCIAL GROUP, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN

401k

Assets$40.3M
Participants342
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FORESIGHT FINANCIAL GROUP, INC. WELFARE BENEFIT PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF ILLINOIS

Premiums$3.0M
Covered lives291
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#503

FORESIGHT FINANCIAL GROUP, INC. HEALTH REIMBURSEMENT ARRANGEMENT

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FORESIGHT FINANCIAL GROUP, INC. EMPLOYEE SAVINGS AND PROFIT SHARING PLAN401k$40.3M3422025

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FORESIGHT FINANCIAL GROUP, INC. WELFARE BENEFIT PLANFully InsuredBLUE CROSS BLUE SHIELD OF ILLINOIS$3.0M2912025
503FORESIGHT FINANCIAL GROUP, INC. HEALTH REIMBURSEMENT ARRANGEMENTSelf Funded-$002025
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