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Filings through Oct 24, 2026.

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Bank Forward

EIN 45-0192700-banking-Latest filing 2025
Plans
3
Retirement
2
$96.6M assets
Health & Benefits
1
$2.4M premiums
Participants
732
5651 38TH AVE S - FARGO, ND 58104701-293-9540bankforward.comLinkedIn201-500 employeesbanking
Plans on this EIN
3 filings
#003ESOP-$57.1M - 290 part#002401(k)-$39.5M - 260 part#501Mixed-$2.4M - 450 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $96.6M assets / 550 participants

Assets by plan

Share of aggregate retirement assets

  • EMPLOYEE STOCK OWNERSHIP (#003)$57.1M
  • PLAN AND TRUST (#002)$39.5M
Total $96.6MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • PRINCIPAL FINANCIAL GROUP$57.1M
  • (Not disclosed)$39.5M
Total $96.6MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)290
  • PLAN AND TRUST (#002)260
Total 550Select a row to open it

Benefits portfolio analytics

1 plan / $2.4M premiums / 450 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.3M
  • Life$154K
  • Long-term disability$154K
  • Other$154K
Total $2.4M4 rows
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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

BANK FORWARD EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$57.1M
Participants290
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

BANK FORWARD 401K PLAN AND TRUST

401(k)

Assets$39.5M
Participants260
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

BANK FORWARD GROUP BENEFIT PLAN

Mixed - SANFORD HEALTH PLAN

Premiums$2.4M
Covered lives450
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#003BANK FORWARD EMPLOYEE STOCK OWNERSHIP PLANESOP$57.1M2902025
#002BANK FORWARD 401K PLAN AND TRUST401(k)$39.5M2602025
  • BANK FORWARD EMPLOYEE STOCK OWNERSHIP PLAN$57.1M
    #003 · ESOP · 2025290
  • BANK FORWARD 401K PLAN AND TRUST$39.5M
    #002 · 401(k) · 2025260

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501BANK FORWARD GROUP BENEFIT PLANMixedSANFORD HEALTH PLAN$2.4M4502025
  • BANK FORWARD GROUP BENEFIT PLAN$2.4M
    #501 · Mixed · SANFORD HEALTH PLAN · 2025450
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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