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Sponsor portfolioTH

FORWARD SERVICE CORPORATION

EIN 39-1342890-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$22.1M assets
Welfare
1
$5.2M premiums
Participants
731
4600 AMERICAN PKWY STE 301 - MADISON, WI 537188335608-268-2281forwardservices.netLinkedIn1-10 employeesinformation technology and services
Plans on this EIN
2 filings
#002401k-$22.1M - 396 part#502Fully Insured-$5.2M - 475 lives

Benefits portfolio analytics

1 plan / $5.2M premiums / 475 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.6M
  • Prescription drug$4.6M
  • Life$278K
  • Short-term disability$278K
  • Long-term disability$278K
  • Dental$217K
  • +2 more
Total $5.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • QUARTZ HEALTH BENEFIT PLANS CORPORATION89%
  • ANTHEM LIFE INSURANCE COMPANY5%
  • DELTA DENTAL OF CALIFORNIA4%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY1%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA0%
  • +1 more
Total $5.2M6 slices

Broker market share

Schedule A broker compensation

Split broker
84%top
  • M3 INSURANCE SOLUTIONS INC84%
  • M3 FINANCIAL LLC9%
  • SECURA BROKERAGE LLC7%
  • C2 CENTRIC LLC0%
Total $58K4 slices

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 SERVICE CORPORATION 401(K) PLAN

401k

Assets$22.1M
Participants396
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

FORWARD SERVICE CORPORATION EMPLOYEE BENEFITS PLAN

Fully Insured - QUARTZ HEALTH BENEFIT PLANS CORPORATION

Premiums$5.2M
Covered lives475
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002FORWARD SERVICE CORPORATION 401(K) PLAN401k$22.1M3962025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502FORWARD SERVICE CORPORATION EMPLOYEE BENEFITS PLANFully InsuredQUARTZ HEALTH BENEFIT PLANS CORPORATION$5.2M4752025
Retirement plans
Welfare plans
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