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Sponsor portfolio

THE FORBES COMPANY, LLC

EIN 38-3441715-Real Estate and Rental and Leasing-Latest filing 2025
Plans
2
Retirement
1
$22.8M assets
Welfare
1
$1.8M premiums
Participants
658
100 GALLERIA OFFICENTRE, SUITE 427 - SOUTHFIELD, MI 48034248-827-4600
Plans on this EIN
2 filings
#333401k-$22.8M - 349 part#501Mewa-$1.8M - 398 lives

Benefits portfolio analytics

1 plan / $1.8M premiums / 398 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Dental$128K
  • Long-term disability$87K
  • Other$63K
  • Life$50K
  • +1 more
Total $1.8M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
81%top
  • BLUE CROSS OF CALIFORNIA81%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY8%
  • METROPOLITAN LIFE INSURANCE COMPANY7%
  • BLUE CARE NETWORK OF MICHIGAN2%
  • EYEMED VISION CARE1%
  • +1 more
Total $1.8M6 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • KATHERINE HENRY69%
  • NFP INSURANCE SERVICES INC31%
Total $66K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#333

THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN

401k

Assets$22.8M
Participants349
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

THE FORBES COMPANY EMPLOYEE BENEFIT PLAN

Mewa - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$1.8M
Covered lives398
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
333THE FORBES COMPANY, LLC EMPLOYEES PROFIT SHARING 401K PLAN401k$22.8M3492025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501THE FORBES COMPANY EMPLOYEE BENEFIT PLANMewaBLUE CROSS BLUE SHIELD OF MICHIGAN$1.8M3982025
Retirement plans
Welfare plans
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