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Sponsor portfolio

FORTRESS BIOTECH INC

EIN 20-5157386-biotechnology-Latest filing 2025
Plans
2
Retirement
1
$16.9M assets
Welfare
1
$1.6M premiums
Participants
321
95 SAWYER ROAD, SUITE 110 - WALTHAM, MA 02453781-652-4508fortressbiotech.comLinkedIn11-50 employeesbiotechnology
Plans on this EIN
2 filings
#001401k-$16.9M - 241 part#501Fully Insured-$1.6M - 188 lives

Benefits portfolio analytics

1 plan / $1.6M premiums / 188 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.4M
  • Dental$98K
  • Long-term disability$55K
  • Life$42K
  • Vision$12K
Total $1.6M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • HARVARD PILGRIM HEALTH CARE87%
  • DOMINION NATIONAL6%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY6%
  • EYEMED VISION CARE1%
Total $1.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
68%top
  • COMPREHENSIVE BENEFIT ADMINISTRATOR68%
  • HP PLANNING LLC14%
  • GCG FINANCIAL LLC12%
  • BRIAN CHARON6%
Total $54K4 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

FORTRESS BIOTECH INC 401K PLAN

401k

Assets$16.9M
Participants241
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FORTRESS BIOTECH INC WRAP PLAN DOCUMENT

Fully Insured - HARVARD PILGRIM HEALTH CARE

Premiums$1.6M
Covered lives188
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FORTRESS BIOTECH INC 401K PLAN401k$16.9M2412024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FORTRESS BIOTECH INC WRAP PLAN DOCUMENTFully InsuredHARVARD PILGRIM HEALTH CARE$1.6M1882025
Retirement plans
Welfare plans
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