Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$328K
- Vision$328K
- Life$328K
- Short-term disability$328K
- Long-term disability$328K
- Other$13K
Sponsor portfolio
FORTUNE TRANSPORTATION
EIN 41-1417961transportation/trucking/railroadLatest filing 2025
Plans
2
Retirement
1
$11.6M assets
Welfare
1
$341K premiums
Participants
373
PO BOX 399, 93702 470TH AVE - WINDOM, MN 561010399507-831-2335LinkedIn201-500 employeestransportation/trucking/railroad
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $341K premiums / 163 covered livesCarrier market share
Premium dollars by Schedule A carrier
96%top
- SUN LIFE ASSURANCE COMPANY OF CANADA96%
- UNITED HEALTHCARE INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
100%top
- COTTINGHAM & BUTLER100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FORTUNE TRANSPORTATION 401K AND PROFIT SHARING PLAN
401k
Assets$11.6M
Participants205
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FORTUNE TRANSPORTION HEALTH AND WELFARE PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$341K
Covered lives163
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FORTUNE TRANSPORTATION 401K AND PROFIT SHARING PLAN | 401k | $11.6M | 205 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FORTUNE TRANSPORTION HEALTH AND WELFARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $341K | 163 | 2025 |
Retirement plans
Welfare plans