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  2. 3FORM, LLC
Sponsor portfolioTH

3FORM, LLC

EIN 46-3882269-building materials-Latest filing 2025
Plans
2
Retirement
1
$33.3M assets
Welfare
1
$217K premiums
Participants
939
2300 S 2300 W - SALT LAKE CITY, UT 84119801-649-25103-form.comLinkedIn201-500 employeesbuilding materials
Plans on this EIN
2 filings
#001401k-$33.3M - 578 part#501Mixed-$217K - 357 lives

Benefits portfolio analytics

1 plan / $217K premiums / 357 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$86K
  • Life$68K
  • Long-term disability$67K
Total $217K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY100%
Total $217K1 slice

Broker market share

Schedule A broker compensation

Split broker
93%top
  • GBS BENEFITS INC93%
  • GBS BENEFITS INS AGENCY7%
Total $27K2 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

3FORM 401(K) PLAN

401k

Assets$33.3M
Participants578
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

3FORM, LLC WELFARE PLAN

Mixed - THE LINCOLN LIFE INSURANCE COMPANY

Premiums$217K
Covered lives357
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
0013FORM 401(K) PLAN401k$33.3M5782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
5013FORM, LLC WELFARE PLANMixedTHE LINCOLN LIFE INSURANCE COMPANY$217K3572025
Retirement plans
Welfare plans
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