Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$17.9M
- Other$648K
- Life$515K
- Long-term disability$144K
- Vision$136K
Sponsor portfolio
FORTRA, LLC
EIN 30-0290533computer softwareLatest filing 2025
Plans
2
Retirement
1
$213.6M assets
Welfare
1
$18.8M premiums
Participants
2,565
11095 VIKING DRIVE, SUITE 100 - EDEN PRAIRIE, MN 55344952-563-2773fortra.comLinkedIn1001-5000 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $18.8M premiums / 1,930 covered livesCarrier market share
Premium dollars by Schedule A carrier
94%top
- BLUE CROSS OF CALIFORNIA94%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY4%
- KAISER FOUNDATION HEALTH PLAN INC1%
- EYEMED VISION CARE1%
- CURALINC HEALTHCARE0%
- +2 more
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FORTRA, LLC 401(K) SAVINGS PLAN
401k
Assets$213.6M
Participants1,553
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HELPSYSTEMS, LLC WELFARE BENEFIT PLAN
Mixed - BLUE CROSS BLUE SHIELD OF MINNESOTA
Premiums$18.8M
Covered lives1,930
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FORTRA, LLC 401(K) SAVINGS PLAN | 401k | $213.6M | 1,553 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HELPSYSTEMS, LLC WELFARE BENEFIT PLAN | Mixed | BLUE CROSS BLUE SHIELD OF MINNESOTA | $18.8M | 1,930 | 2025 |
Retirement plans
Welfare plans