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  2. FORTREA INC.
Sponsor portfolioTH

FORTREA INC.

EIN 22-3265977-biotechnology-Latest filing 2025
Plans
2
Retirement
1
$606.0M assets
Welfare
1
$3.2M premiums
Participants
7,717
8 MOORE DRIVE - DURHAM, NC 27709919-215-3276fortrea.comLinkedIn10001+ employeesbiotechnology
Plans on this EIN
2 filings
#002401k-$606.0M - 4,818 part#502Mixed-$3.2M - 2,714 lives

Benefits portfolio analytics

1 plan / $3.2M premiums / 2,714 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$2.0M
  • Life$1.3M
  • Long-term disability$674K
  • Vision$372K
  • Dental$81K
  • Health$42K
  • +1 more
Total $3.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
41%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA41%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA21%
  • RELIASTAR LIFE INSURANCE COMPANY17%
  • AMERITAS LIFE INSURANCE CORP.12%
  • ACE AMERICAN INSURANCE COMPANY3%
  • +3 more
Total $3.2M8 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • WILLIS TOWERS WATSON US LLC96%
  • MERCER HEALTH AND BENEFITS, LLC4%
  • IMG0%
  • GALLAGHER BENEFIT SERVICES, INC.0%
Total $228K4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

FORTREA 401(K) PLAN

401k

Assets$606.0M
Participants4,818
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

FORTREA GROUP BENEFITS PROGRAM

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$3.2M
Covered lives2,714
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002FORTREA 401(K) PLAN401k$606.0M4,8182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502FORTREA GROUP BENEFITS PROGRAMMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$3.2M2,7142025
Retirement plans
Welfare plans
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