Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.9M
- Dental$265K
- Life$265K
- Long-term disability$265K
- Other$265K
- Vision$12K
Sponsor portfolioTH
FORTERA FEDERAL CREDIT UNION
EIN 61-0523393bankingLatest filing 2025
Plans
2
Retirement
1
$15.4M assets
Welfare
1
$2.2M premiums
Participants
403
2050 LOWES DR. - CLARKSVILLE, TN 370401620931-431-6800fortcampbellfederal.orgLinkedIn51-200 employeesbanking
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $2.2M premiums / 378 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- BLUE CROSS OF CALIFORNIA88%
- PRINCIPAL LIFE INSURANCE COMPANY12%
- EYEMED VISION CARE1%
Broker market share
Schedule A broker compensation
60%top
- MATTHEW B MORASKI60%
- DIGITAL INSURANCE LLC30%
- CENTRO BENEFITS RESEARCH LLC8%
- ENROLLEASE1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
FORTERA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST
401k
Assets$15.4M
Participants220
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FORTERA FEDERAL CREDIT UNION WELFARE BENEFITS PLAN
Fully Insured - BLUECROSS BLUESHIELD OF TENNESSEE, INC.
Premiums$2.2M
Covered lives378
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | FORTERA FEDERAL CREDIT UNION 401(K) PLAN AND TRUST | 401k | $15.4M | 220 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FORTERA FEDERAL CREDIT UNION WELFARE BENEFITS PLAN | Fully Insured | BLUECROSS BLUESHIELD OF TENNESSEE, INC. | $2.2M | 378 | 2025 |
Retirement plans
Welfare plans