Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.7M
- Dental$70K
- Long-term disability$30K
- Life$26K
- Vision$10K
Sponsor portfolio
FORWARD CORPORATION
EIN 38-1464754retailLatest filing 2025
Plans
2
Retirement
1
$7.5M assets
Welfare
1
$1.8M premiums
Participants
583
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.8M premiums / 228 covered livesCarrier market share
Premium dollars by Schedule A carrier
92%top
- PRIORITY HEALTH92%
- DELTA DENTAL OF CALIFORNIA4%
- STANDARD INSURANCE COMPANY3%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
100%top
- VALLEY UNITED INSURANCE AGENCY100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
FORWARD RETIREMENT SAVINGS PLAN
401k
Assets$7.5M
Participants451
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FORWARD CORPORATION WRAP PLAN
Mixed - PRIORITY HEALTH
Premiums$1.8M
Covered lives228
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FORWARD RETIREMENT SAVINGS PLAN | 401k | $7.5M | 451 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FORWARD CORPORATION WRAP PLAN | Mixed | PRIORITY HEALTH | $1.8M | 228 | 2025 |
Retirement plans
Welfare plans