Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.0M
- Prescription drug$1.0M
- Dental$145K
- Vision$145K
- Life$145K
- Short-term disability$145K
- +2 more
Sponsor portfolio
FORTA, LLC
EIN 25-1347846constructionLatest filing 2025
Plans
2
Retirement
1
$11.2M assets
Welfare
1
$1.2M premiums
Participants
288
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.2M premiums / 133 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- BLUE CROSS OF CALIFORNIA87%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA13%
Broker market share
Schedule A broker compensation
100%top
- DAVEVIC BENEFIT CONSULTANTS, INC.100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FORTA, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$11.2M
Participants155
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#560
FORTA LLC WELFARE BENEFIT PLAN
Fully Insured - HIGHMARK INC.
Premiums$1.2M
Covered lives133
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FORTA, LLC 401(K) PROFIT SHARING PLAN | 401k | $11.2M | 155 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 560 | FORTA LLC WELFARE BENEFIT PLAN | Fully Insured | HIGHMARK INC. | $1.2M | 133 | 2025 |
Retirement plans
Welfare plans