Form 5500 · Employee benefit plan · MARSHFIELD, WI
FORWARD BANK
FORWARD BANK of MARSHFIELD, WI insures health, dental, vision, life and disability coverage for its employees, per Schedule A of its Form 5500. Its broker of record is SPECTRUM BENEFITS SOLUTIONS OF CW. Coverage is written through SECURITY HEALTH PLAN OF WISCONSIN, INC. and 3 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-0452950 · plan 502 · as of Aug 2026
Plan brief
Schedule A lists 6 insured contracts covering health, dental, vision, life and disability; the largest, with SECURITY HEALTH PLAN OF WISCONSIN, INC., covers 177 people.
Reported premium across the insured contracts is $2,460,290, with $70,414 in disclosed broker commissions — about 2.9% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
SPECTRUM BENEFITS SOLUTIONS OF CW is the broker of record on 3 of the 6 contracts; the rest name a different broker or none.
4 carriers appear on the filing — SECURITY HEALTH PLAN OF WISCONSIN, INC., PRINCIPAL LIFE INSURANCE COMPANY, DELTA DENTAL OF WISCONSIN and WYSSTA INSURANCE COMPANY INC — with SECURITY HEALTH PLAN OF WISCONSIN, INC. writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| SECURITY HEALTH PLAN OF WISCONSIN, INC. | Health | 177 | December | $1,150,174 | $24,024 |
| SECURITY HEALTH PLAN OF WISCONSIN, INC. | Health | 159 | December | $873,072 | $19,348 |
| PRINCIPAL LIFE INSURANCE COMPANY | Life, Disability | 555 | December | $152,307 | $15,374 |
| DELTA DENTAL OF WISCONSIN | Dental | 157 | December | $133,444 | $7,418 |
| SECURITY HEALTH PLAN OF WISCONSIN, INC. | Health | 16 | December | $128,616 | $2,408 |
| WYSSTA INSURANCE COMPANY INC | Vision | 145 | December | $22,677 | $1,842 |
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