Form 5500 · Employee benefit plan · MARSHFIELD, WI
FORWARD BANK
FORWARD BANK of MARSHFIELD, WI files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is SPECTRUM BENEFITS SOLUTIONS OF CW. Coverage is written through SECURITY HEALTH PLAN OF WISCONSIN, INC. and 5 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 Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| SECURITY HEALTH PLAN OF WISCONSIN, INC. | Health | 177 | December | $24,024 |
| SECURITY HEALTH PLAN OF WISCONSIN, INC. | Health | 159 | December | $19,348 |
| PRINCIPAL LIFE INSURANCE COMPANY | Life, Disability | 555 | December | $15,374 |
| DELTA DENTAL OF WISCONSIN | Dental | 157 | December | $7,418 |
| SECURITY HEALTH PLAN OF WISCONSIN, INC. | Health | 16 | December | $2,408 |
| WYSSTA INSURANCE COMPANY INC | Vision | 145 | December | $1,842 |
Questions
Who is FORWARD BANK's benefits broker?
Per its most recent Form 5500 Schedule A, FORWARD BANK's broker of record is SPECTRUM BENEFITS SOLUTIONS OF CW.
What insurance carrier does FORWARD BANK use?
FORWARD BANK's benefit plan is written through SECURITY HEALTH PLAN OF WISCONSIN, INC., among 6 disclosed carriers.
When does FORWARD BANK's group plan renew?
The most recent Schedule A policy period for FORWARD BANK ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from FORWARD BANK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.