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Sponsor portfolio

FORTIS ENERGY SERVICES, INC.

EIN 20-1043926-oil & energy-Latest filing 2025
Plans
2
Retirement
1
$2.9M assets
Welfare
1
$1.6M premiums
Participants
395
2844 LIVERNOIS ROAD PO BOX 4688 - TROY, MI 480999998248-283-7100fortisenergyservices.comLinkedIn51-200 employeesoil & energy
Plans on this EIN
2 filings
#001401k-$2.9M - 244 part#501Fully Insured-$1.6M - 270 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 270 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.5M
  • Prescription drug$1.5M
  • Life$96K
  • Short-term disability$96K
  • Long-term disability$96K
  • Other$96K
  • +2 more
Total $1.6M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • BLUE CROSS OF CALIFORNIA89%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY6%
  • DELTA DENTAL OF CALIFORNIA4%
  • VISION SERVICE PLAN1%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
70%top
  • SCOTT SETTLE70%
  • USI INSURANCE SERVICES LLC30%
Total $90K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

FORTIS ENERGY SERVICES, INC. 401(K) PLAN

401k

Assets$2.9M
Participants244
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FORTIS ENERGY SERVICES

Fully Insured - BLUE CROSS BLUE SHIELD OF MICHIGAN

Premiums$1.6M
Covered lives270
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FORTIS ENERGY SERVICES, INC. 401(K) PLAN401k$2.9M2442025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FORTIS ENERGY SERVICESFully InsuredBLUE CROSS BLUE SHIELD OF MICHIGAN$1.6M2702025
Retirement plans
Welfare plans
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