Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.2M
- Prescription drug$2.2M
- Life$152K
- Short-term disability$152K
- Long-term disability$152K
- Other$152K
- +2 more
Filings through .
Top hat
Forward Bank
EIN 39-0452950financial servicesLatest filing 2025
Plans
3
Retirement
1
$29.4M assets
Health & Benefits
2
$2.5M premiums
Participants
658
1001 NORTH CENTRAL AVENUE - MARSHFIELD, WI 54449715-387-1122forward.bankLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $2.5M premiums / 555 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
FORWARD BANK 401(K) PLAN
401(k)
Assets$29.4M
Participants287
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#502
FORWARD BANK HEALTH & WELFARE BENEFIT PLAN
Fully insured - SECURITY HEALTH PLAN OF WISCONSIN, INC.
Premiums$2.5M
Covered lives555
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#501
FORWARD FINANCIAL BANK HEALTH REIMBURSEMENT PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | FORWARD BANK 401(K) PLAN | 401(k) | $29.4M | 287 | 2025 |
- FORWARD BANK 401(K) PLAN$29.4M#003 · 401(k) · 2025287
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | FORWARD BANK HEALTH & WELFARE BENEFIT PLAN | Fully insured | SECURITY HEALTH PLAN OF WISCONSIN, INC. | $2.5M | 555 | 2025 |
| #501 | FORWARD FINANCIAL BANK HEALTH REIMBURSEMENT PLAN | Self-funded | - | $0 | 0 | 2025 |
- #502 · Fully insured · SECURITY HEALTH PLAN OF WISCONSIN, INC. · 2025555
- #501 · Self-funded · 20250
Retirement plans
Health & Benefits plans