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Sponsor portfolio

FORTIS PROPERTY MANAGEMENT, LLC

EIN 85-4095481-real estate-Latest filing 2025
Plans
2
Retirement
1
$1.4M assets
Welfare
1
$1.0M premiums
Participants
264
2110 POWERS FERRY ROAD, SUITE 150 - ATLANTA, GA 30339678-742-2835fortispm.comLinkedIn51-200 employeesreal estate
Plans on this EIN
2 filings
#001401k-$1.4M - 103 part#501Fully Insured-$1.0M - 173 lives

Benefits portfolio analytics

1 plan / $1.0M premiums / 173 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$861K
  • Vision$861K
  • Prescription drug$861K
  • Other$65K
  • Dental$46K
  • Long-term disability$34K
  • +2 more
Total $1.0M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • UNITEDHEALTHCARE INSURANCE COMPANY83%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY17%
Total $1.0M2 slices

Broker market share

Schedule A broker compensation

Split broker
59%top
  • MCGRIFF INSURANCE SERVICES INC59%
  • GIS BENEFITS INC27%
  • NFP INSURANCE SERVICES INC14%
Total $67K3 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 PROPERTY MANAGEMENT 401(K) PLAN

401k

Assets$1.4M
Participants103
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FORTIS PROPERTY MANAGEMENT, LLC WELFARE BENEFIT PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.0M
Covered lives173
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FORTIS PROPERTY MANAGEMENT 401(K) PLAN401k$1.4M1032024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FORTIS PROPERTY MANAGEMENT, LLC WELFARE BENEFIT PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$1.0M1732025
Retirement plans
Welfare plans
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