Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
BANK FORWARD
EIN 45-0192700bankingLatest filing 2025
Plans
3
Retirement
2
$82.1M assets
Welfare
1
$2.4M premiums
Participants
691
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $82.1M assets / 509 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
57%top
- PRINCIPAL LIFE INSURANCE COMPANY57%
- (Not disclosed)43%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $2.4M premiums / 450 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.3M
- Life$154K
- Long-term disability$154K
- Other$154K
Carrier market share
Premium dollars by Schedule A carrier
94%top
- SANFORD HEALTH PLAN94%
- SUN LIFE ASSURANCE COMPANY OF CANADA6%
Broker market share
Schedule A broker compensation
100%top
- INSURE LOGIC INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
BANK FORWARD EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$47.1M
Participants247
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
BANK FORWARD 401K PLAN AND TRUST
401k
Assets$35.1M
Participants262
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
BANK FORWARD GROUP BENEFIT PLAN
Mixed - SANFORD HEALTH PLAN
Premiums$2.4M
Covered lives450
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | BANK FORWARD EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $47.1M | 247 | 2024 | |
| 002 | BANK FORWARD 401K PLAN AND TRUST | 401k | $35.1M | 262 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BANK FORWARD GROUP BENEFIT PLAN | Mixed | SANFORD HEALTH PLAN | $2.4M | 450 | 2025 |
Retirement plans
Welfare plans