Plan Ledger DOL Form 5500 · updated monthly

Fortera Federal Credit Unionbenefits

Fortera Federal Credit Union Welfare Benefits Plan · CLARKSVILLE, TN · plan year 2025

Broker compensation reported · 2025
$166,408

Fortera Federal Credit Union's benefits plans covered 183 active participants in 2025, providing health · life · dental · vision · long-term disability · death benefits · other. Insurance brokers and agents were paid $166,408 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $909 per covered person, in the top 10% of employer plans that report broker pay. Broker pay rose 18% from $141,060 in 2024.

Insurance contracts · 20253
BLUECROSS BLUESHIELD OF TENNESSEE, INC. · healthpremiums n/a · 301 covered
EYEMED VISION CARE · visionpremiums n/a · 319 covered
PRINCIPAL LIFE INSURANCE COMPANY · dental life ltd ppopremiums n/a · 378 covered
Brokers & agents paid · 20254
MATTHEW B. MORASKI$100,458
DIGITAL INSURANCE LLC$50,497 · incl $12,263 fees
CENTRO BENEFITS RESEARCH LLC$13,481 · incl $13,481 fees
Also brokered by Matthew B. Moraski2
Volunteer Bank TN$62,718

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 610523393 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.