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Sponsor portfolio

FORGE SPECIALTY PARTNERS

EIN 92-0974696-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$8.0M assets
Welfare
1
$58K premiums
Participants
308
3700 INGLESIDE BOULEVARD, BUILDING 101 - LADSON, SC 29465843-762-9028LinkedIn11-50 employeeshospital & health care
Plans on this EIN
2 filings
#003401k-$8.0M - 137 part#501Fully Insured-$58K - 173 lives

Benefits portfolio analytics

1 plan / $58K premiums / 173 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$58K
  • Long-term disability$58K
  • Other$58K
Total $58K3 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA100%
Total $58K1 slice

Broker market share

Schedule A broker compensation

Split broker
78%top
  • STERLING SEACREST PRITCHARD, INC.78%
  • THE CASON GROUP INC22%
Total $14K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

FORGE SPECIALTY PARTNERS 401(K) PLAN

401k

Assets$8.0M
Participants137
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

BASIC LIFE AND AD&D

Fully Insured - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$58K
Covered lives173
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003FORGE SPECIALTY PARTNERS 401(K) PLAN401k$8.0M1372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501BASIC LIFE AND AD&DFully InsuredUNUM LIFE INSURANCE COMPANY OF AMERICA$58K1732025
Retirement plans
Welfare plans
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