Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$6.3M
- Dental$6.3M
- Vision$6.3M
- Prescription drug$6.3M
- Other$541K
- Short-term disability$432K
- +1 more
Sponsor portfolio
FORTUNE ENTERPRISE HOLDINGS, INC.
EIN 20-1303840Latest filing 2025
Plans
2
Retirement
1
$1.6M assets
Welfare
1
$6.9M premiums
Participants
3,087
2883 SURVEYOR STREET - POMONA, CA 91678909-525-9500
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $6.9M premiums / 1,680 covered livesCarrier market share
Premium dollars by Schedule A carrier
78%top
- UNITEDHEALTHCARE INSURANCE COMPANY78%
- KAISER FOUNDATION HEALTH PLAN INC16%
- AFLAC6%
Broker market share
Schedule A broker compensation
45%top
- VARIOUS - SEE ATTACHED45%
- ANTHONY S JONES31%
- GAMIE, LLC23%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FORTUNE ENTERPRISE HOLDINGS INC. 401K PLAN
401k
Assets$1.6M
Participants2,498
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FORTUNE ENTERPRISE HOLDINGS, INC. WELFARE PLAN
Fully Insured - UNITED HEALTH CARE INSURANCE COMPANY
Premiums$6.9M
Covered lives1,680
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FORTUNE ENTERPRISE HOLDINGS INC. 401K PLAN | 401k | $1.6M | 2,498 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FORTUNE ENTERPRISE HOLDINGS, INC. WELFARE PLAN | Fully Insured | UNITED HEALTH CARE INSURANCE COMPANY | $6.9M | 1,680 | 2025 |
Retirement plans
Welfare plans