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  2. FORVIS MAZARS, LLP
Sponsor portfolioTH

FORVIS MAZARS, LLP

EIN 44-0160260-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
2
$1.84B assets
Welfare
1
$6.2M premiums
Participants
18,109
910 E. ST. LOUIS STREET, SUITE 400 - SPRINGFIELD, MO 65806417-831-7283
Plans on this EIN
3 filings
#017401k-$954.6M - 5,196 part#018401k-$881.2M - 5,251 part#501Mixed-$6.2M - 6,009 lives

Retirement portfolio analytics

2 plans aggregated / $1.84B assets / 10,447 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • SAVINGS PLAN I (#017)52%
  • SAVINGS PLAN II (#018)48%
Total $1.84BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • CHARLES SCHWAB & CO., INC.100%
Total $1.84BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • SAVINGS PLAN II (#018)5,251
  • SAVINGS PLAN I (#017)5,196
Total 10,447Click row to drill in

Benefits portfolio analytics

1 plan / $6.2M premiums / 6,009 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$1.9M
  • Short-term disability$1.5M
  • Other$1.4M
  • Long-term disability$759K
  • Vision$608K
Total $6.2M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY90%
  • VISION SERVICE PLAN10%
Total $6.2M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $564K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#017

FORVIS MAZARS, LLP EMPLOYEES' SAVINGS PLAN I

401k

Assets$954.6M
Participants5,196
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#018

FORVIS MAZARS, LLP EMPLOYEES SAVINGS PLAN II

401k

Assets$881.2M
Participants5,251
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FORVIS MAZARS, LLP EMPLOYEE HEALTH CARE PLAN

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$6.2M
Covered lives6,009
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
017FORVIS MAZARS, LLP EMPLOYEES' SAVINGS PLAN I401k$954.6M5,1962025
018FORVIS MAZARS, LLP EMPLOYEES SAVINGS PLAN II401k$881.2M5,2512025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FORVIS MAZARS, LLP EMPLOYEE HEALTH CARE PLANMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$6.2M6,0092024
Retirement plans
Welfare plans
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