Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$2.2M
- Dental$175K
- Vision$175K
- Life$175K
- Other$175K
Sponsor portfolio
FORA FINANCIAL LLC
EIN 90-0393753financial servicesLatest filing 2025
Plans
2
Retirement
1
$8.5M assets
Welfare
1
$2.4M premiums
Participants
325
1385 BROADWAY, 15TH FLOOR - NEW YORK, NY 10018212-947-0100forafinancial.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.4M premiums / 214 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- UNITEDHEALTHCARE INSURANCE COMPANY93%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA7%
Broker market share
Schedule A broker compensation
100%top
- HILB GROUP OF NEW ENGLAND100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FORA FINANCIAL LLC 401(K) PLAN
401k
Assets$8.5M
Participants173
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FORA FINANCIAL, LLC EMPLOYEE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$2.4M
Covered lives214
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FORA FINANCIAL LLC 401(K) PLAN | 401k | $8.5M | 173 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FORA FINANCIAL, LLC EMPLOYEE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $2.4M | 214 | 2025 |
Retirement plans
Welfare plans