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Sponsor portfolio

AMERICAN FOREST MANAGEMENT, INC.

EIN 57-0682169-management consulting-Latest filing 2025
Plans
2
Retirement
1
$49.3M assets
Welfare
1
$1.3M premiums
Participants
614
8702 RED OAK BOULEVARD, SUITE C - CHARLOTTE, NC 28217704-527-6780americanforestmanagement.comLinkedIn201-500 employeesmanagement consulting
Plans on this EIN
2 filings
#001401k-$49.3M - 326 part#501Fully Insured-$1.3M - 514 lives

Benefits portfolio analytics

1 plan / $1.3M premiums / 514 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$821K
  • Prescription drug$821K
  • Dental$249K
  • Other$201K
  • Life$165K
  • Short-term disability$165K
  • +2 more
Total $1.3M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
62%top
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY62%
  • DELTA DENTAL OF CALIFORNIA19%
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA12%
  • VISION SERVICE PLAN4%
  • AFLAC3%
Total $1.3M5 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • NFP INSURANCE SERVICES INC100%
  • IMG0%
Total $126K2 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

AMERICAN FOREST MANAGEMENT, INC. 401(K) PLAN

401k

Assets$49.3M
Participants326
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AMERICAN FOREST MANAGEMENT HEALTH & WELFARE BENEFITS

Fully Insured - CIGNA HEALTH AND LIFE INSURANCE COMPANY

Premiums$1.3M
Covered lives514
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AMERICAN FOREST MANAGEMENT, INC. 401(K) PLAN401k$49.3M3262024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AMERICAN FOREST MANAGEMENT HEALTH & WELFARE BENEFITSFully InsuredCIGNA HEALTH AND LIFE INSURANCE COMPANY$1.3M5142025
Retirement plans
Welfare plans
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