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Sponsor portfolio

FORSGREN, INC.

EIN 71-0272161-Construction-Latest filing 2025
Plans
3
Retirement
2
$11.5M assets
Welfare
1
$1.5M premiums
Participants
246
P.O. BOX 368 - FORT SMITH, AR 72902479-782-1061
Plans on this EIN
3 filings
#002401k-$9.4M - 60 part#001401k-$2.1M - 79 part#503Fully Insured-$1.5M - 235 lives

Retirement portfolio analytics

2 plans aggregated / $11.5M assets / 139 participants

Assets by plan

Share of aggregate retirement assets

81%top
  • INC. RETIREMENT Savings (#002)81%
  • PLAN AND TRUST (#001)19%
Total $11.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)79
  • INC. RETIREMENT Savings (#002)60
Total 139Click row to drill in

Benefits portfolio analytics

1 plan / $1.5M premiums / 235 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Prescription drug$1.4M
  • Dental$52K
  • Life$32K
  • Other$32K
  • Long-term disability$14K
  • +1 more
Total $1.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • BLUE CROSS OF CALIFORNIA96%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY3%
  • METROPOLITAN LIFE INSURANCE COMPANY1%
Total $1.5M3 slices

Broker market share

Schedule A broker compensation

Split broker
75%top
  • BHC & ASSOCIATES75%
  • BHC NEXT, LLC25%
Total $44K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FORSGREN INC. RETIREMENT SAVINGS PLAN

401k

Assets$9.4M
Participants60
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

FORSGREN, INC. 401(K) PROFIT SHARING PLAN AND TRUST

401k

Assets$2.1M
Participants79
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

FORSGREN, INC. HEALTH AND WELFARE BENEFITS PLAN

Fully Insured - ARKANSAS BLUE CROSS AND BLUE SHIELD

Premiums$1.5M
Covered lives235
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002FORSGREN INC. RETIREMENT SAVINGS PLAN401k$9.4M602025
001FORSGREN, INC. 401(K) PROFIT SHARING PLAN AND TRUST401k$2.1M792025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503FORSGREN, INC. HEALTH AND WELFARE BENEFITS PLANFully InsuredARKANSAS BLUE CROSS AND BLUE SHIELD$1.5M2352025
Retirement plans
Welfare plans
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