Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$17.9M
- Other$648K
- Life$515K
- Long-term disability$144K
- Vision$136K
Filings through .
Fortra, LLC
EIN 30-0290533computer softwareLatest filing 2025
Plans
2
Retirement
1
$213.6M assets
Health & Benefits
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 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
Benefits portfolio analytics
1 plan / $18.8M premiums / 1,930 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
FORTRA, LLC 401(K) SAVINGS PLAN
401(k)
Assets$213.6M
Participants1,553
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
HELPSYSTEMS, LLC WELFARE BENEFIT PLAN
Mixed - BLUE CROSS BLUE SHIELD OF MINNESOTA
Premiums$18.8M
Covered lives1,930
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | FORTRA, LLC 401(K) SAVINGS PLAN | 401(k) | $213.6M | 1,553 | 2025 |
- #001 · 401(k) · 20251,553
Health & Benefits plans
1 plan on this EIN
| 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 |
- #501 · Mixed · BLUE CROSS BLUE SHIELD OF MINNESOTA · 20251,930
Retirement plans
Health & Benefits plans