Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$995K
- Dental$74K
Sponsor portfolioTH
FORTIFI BANK
EIN 39-0280510bankingLatest filing 2025
Plans
2
Retirement
1
$11.9M assets
Welfare
1
$1.1M premiums
Participants
220
PO BOX 310 140 W HURON STREET - BERLIN, WI 54923920-354-4074fortifibank.comLinkedIn51-200 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.1M premiums / 187 covered livesCarrier market share
Premium dollars by Schedule A carrier
93%top
- UNITEDHEALTHCARE INSURANCE COMPANY93%
- DELTA DENTAL OF CALIFORNIA7%
Broker market share
Schedule A broker compensation
92%top
- WISCONSIN BANKERS ASSOCIATION - EBC92%
- W B A-EMPLOYEE BENEFITS CORP8%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
FORTIFI BANK 401(K) PLAN
401k
Assets$11.9M
Participants142
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
FORTIFI BANK HEALTH AND WELFARE BENEFIT PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.1M
Covered lives187
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FORTIFI BANK 401(K) PLAN | 401k | $11.9M | 142 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | FORTIFI BANK HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.1M | 187 | 2025 |
Retirement plans
Welfare plans