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  2. FORGE GLOBAL, INC.
Sponsor portfolio

FORGE GLOBAL, INC.

EIN 46-4770272-Latest filing 2025
Plans
2
Retirement
1
$19.1M assets
Welfare
1
$4.8M premiums
Participants
703
4 EMBARCADERO CENTER, FLOOR 15 - SAN FRANCISCO, CA 94111800-279-7754
Plans on this EIN
2 filings
#001401k-$19.1M - 402 part#501Fully Insured-$4.8M - 290 lives

Benefits portfolio analytics

1 plan / $4.8M premiums / 290 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.5M
  • Prescription drug$4.5M
  • Dental$288K
  • Vision$288K
  • Life$288K
  • Short-term disability$288K
  • +2 more
Total $4.8M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
76%top
  • BLUE CROSS OF CALIFORNIA76%
  • KAISER FOUNDATION HEALTH PLAN INC18%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA6%
Total $4.8M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • BENEFITEDGE INSURANCE SERVICES100%
Total $312K1 slice

Plan deep-dives

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

FORGE GLOBAL 401(K) PLAN

401k

Assets$19.1M
Participants402
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FORGE GLOBAL, INC. WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS OF CALIFORNIA

Premiums$4.8M
Covered lives290
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FORGE GLOBAL 401(K) PLAN401k$19.1M4022024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FORGE GLOBAL, INC. WELFARE BENEFITS PLANFully InsuredBLUE CROSS OF CALIFORNIA$4.8M2902025
Retirement plans
Welfare plans
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