Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$156K
- Dental$99K
- Life$95K
- Short-term disability$61K
- Long-term disability$54K
- Vision$24K
Sponsor portfolio
FORTSON-PEEK COMPANY, INC.
EIN 58-1086766constructionLatest filing 2025
Plans
2
Retirement
1
$8.0M assets
Welfare
1
$382K premiums
Participants
785
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $382K premiums / 316 covered livesCarrier market share
Premium dollars by Schedule A carrier
100%top
- UNITED OF OMAHA LIFE INSURANCE COMPANY100%
Broker market share
Schedule A broker compensation
100%top
- OAKBRIDGE INSURANCE AGENCY, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FORTSON-PEEK COMPANY, INC. 401(K) PLAN
401k
Assets$8.0M
Participants469
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FORTSON-PEEK COMPANY, INC. HEALTH PLAN
Mixed - UNITED OF OMAHA LIFE INSURANCE COMPANY
Premiums$382K
Covered lives316
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FORTSON-PEEK COMPANY, INC. 401(K) PLAN | 401k | $8.0M | 469 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FORTSON-PEEK COMPANY, INC. HEALTH PLAN | Mixed | UNITED OF OMAHA LIFE INSURANCE COMPANY | $382K | 316 | 2025 |
Retirement plans
Welfare plans