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Sponsor portfolioWelfare / HealthEIN 82-1854323

I&I SALES GROUP, LLC

d/b/a FORWARD SOLUTIONS
73 CEDAR AVENUE · HERSHEY, PA 17033
7173014059
Plans filed
1
Years active
2023–2025
Industry
NAICS 42
Latest filing
2025
Total premiums (latest)
$4.6M
No prior year
Persons covered
920
No prior year
Total participants
527
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$4.6M
FORWARD SOLUTIONS HEALTH AND WELFARE PLAN
Fully insured920 covered·3 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$4.6M12.7%
Health$4.5M12.5%
Dental$4.5M12.5%
Vision$4.5M12.5%
Life$4.5M12.5%
Short-term disability$4.5M12.5%
Long-term disability$4.5M12.5%
Prescription drug$4.5M12.5%

Carrier overview

3 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRxDVLSTDLTDOth
$4.5M98.1%11920
AFLAC
EIN 570514130
Oth
$88K1.9%11155
PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD
EIN 731016728
$00.0%11527

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
LOCKTON COMPANIES, LLCDALLAS, TXUNITEDHEALTHCARE INSURANCE COMPANY, CONTINENTAL AMERICAN INSURANCE COMPANY$109K$187K$296K100.0%1

History & trajectory

3 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
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