Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Dental$1.9M
- Short-term disability$111K
- Life$76K
- Long-term disability$76K
- Other$35K
Sponsor portfolioTH
FORSGREN ASSOCIATES, INC.
EIN 82-0255723civil engineeringLatest filing 2025
Plans
2
Retirement
1
$21.3M assets
Welfare
1
$2.0M premiums
Participants
327
370 EAST 500 SOUTH #102 - SALT LAKE CITY, UT 84111801-924-1771forsgren.comLinkedIn51-200 employeescivil engineering
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.0M premiums / 283 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- AETNA LIFE INSURANCE COMPANY94%
- EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA4%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA2%
Broker market share
Schedule A broker compensation
51%top
- GBS BENEFITS INC51%
- EMPLOYEE CHOICE SOLUTIONS49%
- MORETON & COMPANY0%
- PROFESSIONAL GROUP PLAN, INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FORSGREN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$21.3M
Participants192
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FORSGREN ASSOCIATES, INC. HEALTH AND WELCARE PLAN
Fully Insured - AETNA LIFE INSURANCE CO.
Premiums$2.0M
Covered lives283
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FORSGREN ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN | 401k | $21.3M | 192 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FORSGREN ASSOCIATES, INC. HEALTH AND WELCARE PLAN | Fully Insured | AETNA LIFE INSURANCE CO. | $2.0M | 283 | 2024 |
Retirement plans
Welfare plans