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  2. FORM ENERGY, INC.
Sponsor portfolio

FORM ENERGY, INC.

EIN 82-2266384-consumer goods-Latest filing 2025
Plans
2
Retirement
1
$27.4M assets
Welfare
1
$13.3M premiums
Participants
2,028
30 DANE STREET - SOMERVILLE, MA 02143884-367-6462formenergy.comLinkedIn501-1000 employeesconsumer goods
Plans on this EIN
2 filings
#001401k-$27.4M - 1,114 part#501Mixed-$13.3M - 1,537 lives

Benefits portfolio analytics

1 plan / $13.3M premiums / 1,537 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$12.5M
  • Prescription drug$12.5M
  • Vision$11.3M
  • Life$729K
  • Short-term disability$729K
  • Long-term disability$729K
  • +1 more
Total $13.3M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • KAISER FOUNDATION HEALTH PLAN INC10%
  • SUN LIFE ASSURANCE COMPANY OF CANADA5%
Total $13.3M3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ASSUREDPARTNERS100%
Total $365K1 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

FORM ENERGY 401(K) PLAN

401k

Assets$27.4M
Participants1,114
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FORM ENERGY, INC. HEALTH AND WELFARE BENEFIT PLAN

Mixed - BLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.

Premiums$13.3M
Covered lives1,537
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FORM ENERGY 401(K) PLAN401k$27.4M1,1142024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FORM ENERGY, INC. HEALTH AND WELFARE BENEFIT PLANMixedBLUE CROSS BLUE SHIELD OF MASSACHUSETTS, INC.$13.3M1,5372025
Retirement plans
Welfare plans
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