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Sponsor portfolioWelfare / HealthEIN 85-4095481

FORTIS PROPERTY MANAGEMENT, LLC

2110 POWERS FERRY ROAD · ATLANTA, GA 30339
6787422835
Plans filed
1
Years active
2022–2025
Industry
NAICS 53
Latest filing
2025
Total premiums (latest)
$1.0M
No prior year
Persons covered
173
No prior year
Total participants
161
No prior year
Plans filed
1
No prior year

Plans under this sponsor

1 plan
Plan #501$1.0M
FORTIS PROPERTY MANAGEMENT, LLC WELFARE BENEFIT PLAN
Fully insured173 covered·2 carriers
Primary: UNITEDHEALTHCARE INSURANCE COMPANY

Coverage overview

Aggregate, latest year
Benefit typePremiumShareDistribution
Health$861K31.1%
Vision$861K31.1%
Prescription drug$861K31.1%
Other$65K2.3%
Dental$46K1.7%
Long-term disability$34K1.2%
Short-term disability$29K1.1%
Life$7K0.3%

Carrier overview

2 carriers · all plans
CarrierCoverageTotal premiumSharePlansContractsCovered
UNITEDHEALTHCARE INSURANCE COMPANY
EIN 362739571
HRxV
$861K83.1%11173
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
EIN 350472300
DLSTDLTDOth
$175K16.9%19161

Broker overview

3 brokers · all plans
BrokerLocCarriersCommissionsFeesTotal compSharePlans
MCGRIFF INSURANCE SERVICES INCCHARLOTTE, NCTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY$16K$24K$40K59.0%1
GIS BENEFITS INCMORRIS, ILTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$8K$11K$18K27.4%1
NFP INSURANCE SERVICES INCPHILADELPHIA, PATHE LINCOLN NATIONAL LIFE INSURANCE COMPANY, UNITEDHEALTHCARE INSURANCE COMPANY$9K$0$9K13.6%1

History & trajectory

4 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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