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Sponsor portfolioWelfare / HealthEIN 30-0290533

FORTRA, LLC

11095 VIKING DRIVE · EDEN PRAIRIE, MN 55344
9525632773
Plans filed
1
Years active
2015–2025
Industry
NAICS 51
Latest filing
2025
Total premiums (latest)
$18.8M
No prior year
Persons covered
1,930
No prior year
Total participants
1,012
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$18.8M
HELPSYSTEMS, LLC WELFARE BENEFIT PLAN
Mixed1,930 covered·7 carriers
Primary: BLUE CROSS BLUE SHIELD OF MINNESOTA

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$17.9M92.5%
Other$648K3.4%
Life$515K2.7%
Long-term disability$144K0.7%
Vision$136K0.7%

Carrier overview

7 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
BLUE CROSS OF CALIFORNIA
EIN 410984460
H
$17.7M93.9%111,930
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
LLTDOth
$764K4.1%15994
KAISER FOUNDATION HEALTH PLAN INC
EIN 941340523
H
$210K1.1%1217
EYEMED VISION CARE
EIN 430949844
V
$136K0.7%111,616
CURALINC HEALTHCARE
EIN 331206383
Oth
$26K0.1%111,430
HAWAII MEDICAL SERVICE ASSOCIATION
EIN 990040115
H
$19K0.1%113
METROPOLITAN LIFE INSURANCE COMPANY
EIN 135581829
Oth
$4980.0%126

Broker overview

1 broker · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MARSH & MCLENNAN AGENCY LLC—BLUE CROSS BLUE SHIELD OF MINNESOTA, KAISER FOUNDATION HEALTH PLAN INC, EYEMED, THE LINCOLN NATIONAL LIFE INSURANCE COMPANY, METROPOLITAN LIFE INSURANCE COMPANY$409K$16K$425K100.0%1

History & trajectory

11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.

Policy details

Latest year, by plan
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