PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. FORZA EDUCATION MANAGEMENT
Sponsor portfolio

FORZA EDUCATION MANAGEMENT

EIN 46-1672711-education management-Latest filing 2025
Plans
2
Retirement
1
$2.0M assets
Welfare
1
$1.4M premiums
Participants
348
15209 27TH CT E - PARRISH, FL 342191838727-642-9319forzaedu.comLinkedIn201-500 employeeseducation management
Plans on this EIN
2 filings
#001401k-$2.0M - 162 part#501Fully Insured-$1.4M - 221 lives

Benefits portfolio analytics

1 plan / $1.4M premiums / 221 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Dental$69K
  • Vision$69K
  • Short-term disability$51K
  • Other$44K
  • Life$38K
  • +1 more
Total $1.4M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
86%top
  • CURATIVE INSURANCE COMPANY86%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY8%
  • AETNA LIFE INSURANCE COMPANY5%
  • BANKERS FIDELITY LIFE INSURANCE COMPANY1%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $1.4M5 slices

Broker market share

Schedule A broker compensation

Split broker
71%top
  • RISK STRATEGIES COMPANY71%
  • RSC INSURANCE BROKERAGE INC24%
  • INTEGRATED ENROLLMENT & TECHNOLOGY5%
  • LAROCCA AND ASSOCIATES INC0%
Total $105K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FORZA EDUCATION MANAGEMENT 401(K) PLAN

401k

Assets$2.0M
Participants162
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FORZA EDUCATION MANAGEMENT, LLC WELFARE BENEFIT PLAN

Fully Insured - CURATIVE INSURANCE COMPANY

Premiums$1.4M
Covered lives221
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FORZA EDUCATION MANAGEMENT 401(K) PLAN401k$2.0M1622025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FORZA EDUCATION MANAGEMENT, LLC WELFARE BENEFIT PLANFully InsuredCURATIVE INSURANCE COMPANY$1.4M2212025
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