Forum Benefits, LLC
Greenville, SC
Forum Benefits, LLC of Greenville, SC is the broker of record on 35 Form 5500 Schedule A filings covering 18 employer benefit plans across 6 states, with $1,332,184 in reported broker commissions (plan year 2025).
Quick answer
Forum Benefits, LLC (Greenville, SC) is the broker of record for 18 employer benefit plan sponsors on 35 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Forum Benefits, LLC have?
- Forum Benefits, LLC is named as broker on Form 5500 Schedule A filings for 18 distinct plan sponsors in 6 states.
- Who are Forum Benefits, LLC's largest employer clients?
- By plan participants, the largest include Acec Life/Health Insurance Trust Benefit Consortium (35,940 participants), P O Y Holdings LLC (944 participants) and Treatment Centers Holdco LLC (461 participants).
- How much does Forum Benefits, LLC earn in commissions?
- Insurers reported $1.3 million in broker commissions and $118,451 in fees paid to Forum Benefits, LLC for plan year 2025, per Schedule A Part 1.
- Where is Forum Benefits, LLC located?
- Forum Benefits, LLC is based in Greenville, SC and has employer clients in 6 states.
- How does Forum Benefits, LLC rank among benefits brokers in South Carolina?
- Forum Benefits, LLC ranks #35 by employer clients among the 50 most active benefits brokers based in South Carolina.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Forum Benefits, LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Acec Life/Health Insurance Trust Benefit Consortium | TX | 35,940 | 2024-12-31 |
| P O Y Holdings LLC | NJ | 944 | 2025-12-31 |
| Treatment Centers Holdco LLC | SC | 461 | 2025-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.