PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Welfare plans/
  2. Sponsors/
  3. FORTNA SYSTEMS, INC.

Open any plan below to see its carriers, broker commissions and premiums.

Solo shows those sections on each welfare plan. Your first month is $4.99.

Start for $4.99
Sponsor portfolioWelfare / HealthEIN 61-1350369

FORTNA SYSTEMS, INC.

131 GRIFFIN WAY · MT. WASHINGTON, KY 40047
5026360690
Plans filed
1
Years active
2015–2025
Industry
NAICS 54
Latest filing
2025
Total premiums (latest)
$3.4M
No prior year
Persons covered
3,106
No prior year
Total participants
1,819
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$3.4M
FORTNA SYSTEMS, INC. HEALTH & WELFARE PLAN
Fully insured3,106 covered·5 carriers
Primary: DELTA DENTAL OF KENTUCKY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Other$1.5M32.6%
Dental$964K21.0%
Life$666K14.5%
Short-term disability$657K14.3%
Long-term disability$441K9.6%
Vision$231K5.0%
Health$65K1.4%
Prescription drug$65K1.4%

Carrier overview

5 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
RELIANCE STANDARD LIFE INSURANCE COMPANY
EIN 360883760
LSTDLTDOth
$2.1M61.3%171,948
DELTA DENTAL OF CALIFORNIA
EIN 610659432
D
$964K28.2%113,106
FIDELITY SECURITY LIFE INSURANCE COMPANY
EIN 430949844
V
$231K6.8%122,444
FOUR EVER LIFE INSURANCE COMPANY
EIN 362149353
HRx
$65K1.9%116
ARAG INSURANCE COMPANY
EIN 204632340
Oth
$63K1.8%11448

Broker overview

2 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MERCER HEALTH AND BENEFITS, LLCCHICAGO, ILFIDELITY SECURITY LIFE INSURANCE COMPANY, DELTA DENTAL OF KENTUCKY, RELIANCE STANDARD LIFE INSURANCE COMPANY, ARAG SERVICES, LLC$385K$16K$401K98.4%1
ACRISURE LLCSAN DIEGO, CAFOUR EVER LIFE INS CO.$7K$0$7K1.6%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
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica