PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. FORCHT GROUP, INC.
Sponsor portfolio

FORCHT GROUP, INC.

EIN 45-2579770-Finance and Insurance-Latest filing 2025
Plans
4
Retirement
1
$64.3M assets
Welfare
3
$1.0M premiums
Participants
1,912
2709 OLD ROSEBUD ROAD - LEXINGTON, KY 40509859-266-3232LinkedIn1-10 employees
Plans on this EIN
4 filings
#333401k-$64.3M - 1,912 part#507Mixed-$812K - 1,333 lives#508Mixed-$196K - 342 lives#505Fully Insured-515 lives

Benefits portfolio analytics

3 plans / $1.0M premiums / 2,190 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$657K
  • Life$451K
  • Dental$285K
  • Vision$66K
Total $1.0M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • KENTUCKY HOME LIFE INSURANCE COMPANY45%
  • DELTA DENTAL OF CALIFORNIA28%
  • AFLAC19%
  • ANTHEM LIFE INSURANCE COMPANY8%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $1.0M5 slices

Broker market share

Schedule A broker compensation

Split broker
38%top
  • PAMELA ROWSEY LARSON38%
  • BENEFIT INSURANCE MARKETING, INC.22%
  • CUMBERLAND VALLEY INSURANCE21%
  • CHRISTINA A WEYLS18%
  • USI INSURANCE SERVICES LLC16%
  • +3 more
Total $44K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#333

FORCHT GROUP OF KENTUCKY SAVINGS PLAN

401k

Assets$64.3M
Participants1,912
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

FORCHT GROUP OF KENTUCKY, INC. WRAP AROUND WELFARE BENEFITS PLAN

Mixed - KENTUCKY HOME LIFE INSURANCE COMPANY

Premiums$812K
Covered lives1,333
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#508

FORCHT GROUP OF KENTUCKY, INC. VOLUNTARY HEALTH PLAN

Mixed - CONTINENTAL AMERICAN INSURANCE COMPANY

Premiums$196K
Covered lives342
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

FORCHT GROUP OF KENTUCKY STD PLAN

Fully Insured - LIFE INSURANCE COMPANY OF NORTH AMERICA

Premiums$0
Covered lives515
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
333FORCHT GROUP OF KENTUCKY SAVINGS PLAN401k$64.3M1,9122025

Welfare plans3

Plan #NameFundingCarrierPremiumsCoveredLatest year
507FORCHT GROUP OF KENTUCKY, INC. WRAP AROUND WELFARE BENEFITS PLANMixedKENTUCKY HOME LIFE INSURANCE COMPANY$812K1,3332024
508FORCHT GROUP OF KENTUCKY, INC. VOLUNTARY HEALTH PLANMixedCONTINENTAL AMERICAN INSURANCE COMPANY$196K3422024
505FORCHT GROUP OF KENTUCKY STD PLANFully InsuredLIFE INSURANCE COMPANY OF NORTH AMERICA$05152024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica