Plan Ledger DOL Form 5500 · updated monthly

Fortifi Bankbenefits

Fortifi Bank Health and Welfare Benefit Plan · BERLIN, WI · plan year 2025

Broker compensation reported · 2025
$22,072

Fortifi Bank's benefits plans covered 78 active participants in 2025, providing health · dental. Insurance premiums totaled $74,096. Insurance brokers and agents were paid $22,072 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 29.8% of premiums. That is $283 per covered person, above the median for employer plans that report broker pay. Broker pay rose 15% from $19,145 in 2024.

Insurance contracts · 20252
DELTA DENTAL OF WISCONSIN · dental$74K · 76 covered
UNITEDHEALTHCARE INSURANCE COMPANY · health ppopremiums n/a · 187 covered
Brokers & agents paid · 20252
WISCONSIN BANKERS ASSOCIATION EBC$20,378
W B A - EMPLOYEE BENEFITS CORP$1,694

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 390280510 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.