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Sponsor portfolio

FORTIS CONSTRUCTION INC.

EIN 41-2096320-construction-Latest filing 2025
Plans
2
Retirement
1
$66.0M assets
Welfare
1
$616K premiums
Participants
1,241
5331S MACADAM AVE SUITE 100 - PORTLAND, OR 97239503-459-4477fortisconstruction.comLinkedIn201-500 employeesconstruction
Plans on this EIN
2 filings
#001401k-$66.0M - 671 part#501Mixed-$616K - 570 lives

Benefits portfolio analytics

1 plan / $616K premiums / 570 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$374K
  • Life$343K
  • Long-term disability$343K
  • Vision$127K
  • Health$67K
  • Prescription drug$67K
  • +1 more
Total $616K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
55%top
  • UNITED OF OMAHA LIFE INSURANCE COMPANY55%
  • VISION SERVICE PLAN21%
  • UNITEDHEALTHCARE INSURANCE COMPANY11%
  • WILLAMETTE DENTAL INSURANCE, INC.8%
  • SYMETRA LIFE INSURANCE COMPANY5%
  • +1 more
Total $616K6 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • DAVIDSON BENEFITS PLANNING LLC91%
  • GCG FINANCIAL LLC9%
Total $44K2 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

FORTIS CONSTRUCTION, INC. EMPLOYEES SAVINGS TRUST

401k

Assets$66.0M
Participants671
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FORTIS CONSTRUCTION, INC. HEALTH AND WELFARE BENEFIT PLAN

Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY

Premiums$616K
Covered lives570
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FORTIS CONSTRUCTION, INC. EMPLOYEES SAVINGS TRUST401k$66.0M6712025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FORTIS CONSTRUCTION, INC. HEALTH AND WELFARE BENEFIT PLANMixedUNITED OF OMAHA LIFE INSURANCE COMPANY$616K5702025
Retirement plans
Welfare plans
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