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Sponsor portfolioTH

FORTEGRA FINANCIAL CORPORATION

EIN 58-1461399-financial services-Latest filing 2025
Plans
2
Retirement
1
$43.0M assets
Welfare
1
$7.9M premiums
Participants
1,089
10751 DEERWOOD PARK BLVD. BUILDING, SUITE 200 - JACKSONVILLE, FL 32256904-438-2243fortegrafinancial.comLinkedIn501-1000 employeesfinancial services
Plans on this EIN
2 filings
#001401k-$43.0M - 618 part#501Fully Insured-$7.9M - 697 lives

Benefits portfolio analytics

1 plan / $7.9M premiums / 697 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$7.1M
  • Health$6.7M
  • Other$792K
  • Long-term disability$459K
  • Life$421K
  • Short-term disability$421K
  • +1 more
Total $7.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
85%top
  • BLUE CROSS OF CALIFORNIA85%
  • HARTFORD LIFE AND ACCIDENT5%
  • ARMADACARE5%
  • COMBINED INSURANCE COMPANY OF AMERICA4%
  • VISION SERVICE PLAN1%
  • +1 more
Total $7.9M6 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • HUB INTERNATIONAL MIDWEST LIMITED99%
  • ONE SOURCE BROKERAGE INC1%
  • PINNACLE INS & FINANCIAL SERVICES0%
Total $392K3 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

FORTEGRA FINANCIAL CORPORATION 401(K) SAVINGS PLAN

401k

Assets$43.0M
Participants618
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FORTEGRA FINANCIAL CORPORATION CAFETERIA PLAN

Fully Insured - BLUE CROSS BLUE SHIELD OF FLORIDA

Premiums$7.9M
Covered lives697
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FORTEGRA FINANCIAL CORPORATION 401(K) SAVINGS PLAN401k$43.0M6182024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FORTEGRA FINANCIAL CORPORATION CAFETERIA PLANFully InsuredBLUE CROSS BLUE SHIELD OF FLORIDA$7.9M6972025
Retirement plans
Welfare plans
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