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Sponsor portfolio

GOFORWARD, INC.

EIN 47-5667148-Information-Latest filing 2024
Plans
2
Retirement
1
$7.6M assets
Welfare
1
$1.2M premiums
Participants
198
660 4TH ST., #202 - SAN FRANCISCO, CA 94107415-349-0850
Plans on this EIN
2 filings
#001401k-$7.6M - 198 part#501Fully Insured-$1.2M - 181 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 181 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.0M
  • Prescription drug$1.0M
  • Dental$146K
  • Vision$146K
  • Life$146K
  • Short-term disability$146K
  • +2 more
Total $1.2M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
88%top
  • CALIFORNIA PHYSICIANS SERVICE88%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA12%
Total $1.2M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • SEQUOIA BENEFITS & INS SVCS LLC100%
Total $72K1 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

GOFORWARD 401(K) PLAN

401k

Assets$7.6M
Participants198
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GOFORWARD, INC. HEALTH AND WELFARE PLAN

Fully Insured - CALIFORNIA PHYSICIANS' SERVICE

Premiums$1.2M
Covered lives181
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GOFORWARD 401(K) PLAN401k$7.6M1982024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GOFORWARD, INC. HEALTH AND WELFARE PLANFully InsuredCALIFORNIA PHYSICIANS' SERVICE$1.2M1812024
Retirement plans
Welfare plans
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