Plan Ledger DOL Form 5500 · updated monthly

Fortna Systems, Inc.benefits

Fortna Systems, Inc. Health & Welfare Plan · MT. WASHINGTON, KY · plan year 2025

Broker compensation reported · 2025
$407,886

Fortna Systems, Inc.'s benefits plans covered 1,761 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance premiums totaled $964,024. Insurance brokers and agents were paid $407,886 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That works out to 42.3% of premiums. That is $232 per covered person, above the median for employer plans that report broker pay. Broker pay fell 22% from $521,148 in 2024.

Insurance contracts · 202512
DELTA DENTAL OF KENTUCKY · dental$964K · 3,106 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 2,444 covered
ARAG SERVICES, LLCpremiums n/a · 448 covered
FIDELITY SECURITY LIFE INSURANCE COMPANY · visionpremiums n/a · 36 covered
FOUR EVER LIFE INS CO. · health drug ppopremiums n/a · 6 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · stdpremiums n/a · 1,769 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 1,811 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · lifepremiums n/a · 550 covered
RELIANCE STANDARD LIFE INSURANCE COMPANY · ltdpremiums n/a · 1,948 covered
RELIANCE STANDARD LIFE INSURANCE COMPANYpremiums n/a · 673 covered
RELIANCE STANDARD LIFE INSURANCE COMPANYpremiums n/a · 656 covered
RELIANCE STANDARD LIFE INSURANCE COMPANYpremiums n/a · 323 covered
Brokers & agents paid · 20253
MERCER HEALTH AND BENEFITS, LLC$324,307 · incl $10,862 fees
MERCER HEALTH AND BENEFITS ADMIN$77,039 · incl $5,020 fees
Also brokered by Mercer5
Caterpillar Inc. TX$2,036,432
V2X Inc. CO$1,841,238
Iqvia Inc. NC$1,823,161

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 611350369 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.