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  2. FORT HEALTHCARE, INC.
Sponsor portfolioTH

FORT HEALTHCARE, INC.

EIN 39-0286215-hospital & health care-Latest filing 2025
Plans
2
Retirement
1
$129.3M assets
Welfare
1
$313K premiums
Participants
1,781
611 EAST SHERMAN AVENUE - FORT ATKINSON, WI 53538920-568-5000forthealthcare.comLinkedIn501-1000 employeeshospital & health care
Plans on this EIN
2 filings
#001401k-$129.3M - 1,107 part#501Mixed-$313K - 674 lives

Benefits portfolio analytics

1 plan / $313K premiums / 674 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$249K
  • Long-term disability$249K
  • Other$249K
  • Vision$63K
Total $313K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
80%top
  • RELIANCE STANDARD LIFE INSURANCE COMPANY80%
  • VISION SERVICE PLAN20%
Total $313K2 slices

Broker market share

Schedule A broker compensation

Split broker
82%top
  • BROWN & BROWN INSURANCE SERVICES82%
  • HAYS COMPANIES, INC.18%
Total $9K2 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

FORT HEALTHCARE, INC. SAVINGS PLAN

401k

Assets$129.3M
Participants1,107
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FORT HEALTHCARE INC

Mixed - RELIANCE STANDARD LIFE INSURANCE COMPANY

Premiums$313K
Covered lives674
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FORT HEALTHCARE, INC. SAVINGS PLAN401k$129.3M1,1072024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FORT HEALTHCARE INCMixedRELIANCE STANDARD LIFE INSURANCE COMPANY$313K6742025
Retirement plans
Welfare plans
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