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Sponsor portfolioWelfare / HealthEIN 39-0452950
FORWARD BANK
1001 N CENTRAL AVENUE · MARSHFIELD, WI 54449
7153896488
- Plans filed
- 2
- Years active
- 2020–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$2.5M
No prior year
Persons covered
555
No prior year
Total participants
371
No prior year
Plans filed
2
No prior year
Plans under this sponsor
2 plans
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Health | $2.2M | 42.5% | |
| Prescription drug | $2.2M | 42.5% | |
| Life | $152K | 3.0% | |
| Short-term disability | $152K | 3.0% | |
| Long-term disability | $152K | 3.0% | |
| Other | $152K | 3.0% | |
| Dental | $133K | 2.6% | |
| Vision | $23K | 0.4% |
Carrier overview
4 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 391572880 | HRx | $2.2M | 87.5% | 1 | 3 | 177 |
EIN 420127290 | LSTDLTDOth | $152K | 6.2% | 1 | 1 | 555 |
EIN 396094742 | D | $133K | 5.4% | 1 | 1 | 157 |
EIN 203212328 | V | $23K | 0.9% | 1 | 1 | 145 |
Broker overview
1 broker · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| SPECTRUM BENEFIT SOLUTIONS | MEDFORD, WI | PRINCIPAL LIFE INSURANCE COMPANY, SECURITY HEALTH PLAN OF WISCONSIN, INC., WYSSTA INSURANCE COMPANY INC, DELTA DENTAL OF WISCONSIN | $70K | $0 | $70K | 100.0% | 1 |
History & trajectory
6 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan