PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. I&I SALES GROUP, LLC
Sponsor portfolio

I&I SALES GROUP, LLC

EIN 82-1854323-Latest filing 2025
Plans
2
Retirement
1
$40.1M assets
Welfare
1
$4.6M premiums
Participants
1,093
73 CEDAR AVENUE - HERSHEY, PA 17033717-301-4059
Plans on this EIN
2 filings
#002401k-$40.1M - 566 part#501Fully Insured-$4.6M - 920 lives

Benefits portfolio analytics

1 plan / $4.6M premiums / 920 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$4.6M
  • Health$4.5M
  • Dental$4.5M
  • Vision$4.5M
  • Life$4.5M
  • Short-term disability$4.5M
  • +2 more
Total $4.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
98%top
  • UNITEDHEALTHCARE INSURANCE COMPANY98%
  • AFLAC2%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD0%
Total $4.6M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • LOCKTON COMPANIES, LLC100%
Total $296K1 slice

Plan deep-dives

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

FORWARD SOLUTIONS 401(K) PLAN

401k

Assets$40.1M
Participants566
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FORWARD SOLUTIONS HEALTH AND WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$4.6M
Covered lives920
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002FORWARD SOLUTIONS 401(K) PLAN401k$40.1M5662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FORWARD SOLUTIONS HEALTH AND WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$4.6M9202025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica