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
Sponsor portfolioTH
FORWARD BANK
EIN 39-0452950financial servicesLatest filing 2025
Plans
3
Retirement
1
$23.1M assets
Welfare
2
$2.5M premiums
Participants
618
1001 N CENTRAL AVENUE - MARSHFIELD, WI 54449715-389-6488forward.bankLinkedIn51-200 employeesfinancial services
Plans on this EIN
3 filingsBenefits portfolio analytics
2 plans / $2.5M premiums / 555 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- SECURITY HEALTH PLAN OF WISCONSIN, INC.87%
- PRINCIPAL LIFE INSURANCE COMPANY6%
- DELTA DENTAL OF CALIFORNIA5%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
Broker market share
Schedule A broker compensation
76%top
- SPECTRUM BENEFIT SOLUTIONS76%
- SPECTRUM BENEFITS SOLUTIONS OF CENT24%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
FORWARD BANK 401(K) PLAN
401k
Assets$23.1M
Participants247
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
FORWARD BANK HEALTH & WELFARE BENEFIT PLAN
Fully Insured - SECURITY HEALTH PLAN OF WISCONSIN, INC.
Premiums$2.5M
Covered lives555
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
FORWARD FINANCIAL BANK HEALTH REIMBURSEMENT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | FORWARD BANK 401(K) PLAN | 401k | $23.1M | 247 | 2024 |
Welfare plans2
| 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 |
Retirement plans
Welfare plans