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Sponsor portfolio

FORTIS SOLUTIONS GROUP, LLC

EIN 27-3616783-packaging and containers-Latest filing 2025
Plans
2
Retirement
1
$52.7M assets
Welfare
1
$1.2M premiums
Participants
2,547
2505 HAWKEYE COURT - VIRGINIA BEACH, VA 23452757-340-8893fortissolutionsgroup.comLinkedIn1001-5000 employeespackaging and containers
Plans on this EIN
2 filings
#001401k-$52.7M - 1,477 part#501Mixed-$1.2M - 1,605 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 1,605 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$769K
  • Life$764K
  • Short-term disability$764K
  • Long-term disability$764K
  • Health$308K
  • Prescription drug$308K
  • +1 more
Total $1.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
66%top
  • RELIASTAR LIFE INSURANCE COMPANY66%
  • KAISER FOUNDATION HEALTH PLAN INC26%
  • EYEMED VISION CARE8%
Total $1.2M3 slices

Broker market share

Schedule A broker compensation

Split broker
60%top
  • LOCKTON COMPANIES, LLC60%
  • MARSH & MCLENNAN AGENCY LLC40%
Total $72K2 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 SOLUTIONS GROUP, LLC RETIREMENT SAVINGS PLAN

401k

Assets$52.7M
Participants1,477
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FORTIS SOLUTIONS GROUP, LLC EMPLOYEE BENEFIT PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$1.2M
Covered lives1,605
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FORTIS SOLUTIONS GROUP, LLC RETIREMENT SAVINGS PLAN401k$52.7M1,4772024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FORTIS SOLUTIONS GROUP, LLC EMPLOYEE BENEFIT PLANMixedRELIASTAR LIFE INSURANCE COMPANY$1.2M1,6052025
Retirement plans
Welfare plans
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