Plan Ledger DOL Form 5500 · updated monthly

Fortra, LLCbenefits

Helpsystems, LLC Welfare Benefit Plan · EDEN PRAIRIE, MN · plan year 2025

Broker compensation reported · 2025
$424,770

Fortra, LLC's benefits plans covered 994 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $424,770 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $427 per covered person, in the top quarter of employer plans that report broker pay. Broker pay fell 18% from $518,858 in 2024.

Insurance contracts · 202513
CURALINC HEALTHCAREpremiums n/a · 1,430 covered
BLUE CROSS BLUE SHIELD OF MINNESOTA · healthpremiums n/a · 1,930 covered
EYEMED · visionpremiums n/a · 1,616 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 994 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · lifepremiums n/a · 278 covered
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 994 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 1 covered
KAISER FOUNDATION HEALTH PLAN INC · healthpremiums n/a · 17 covered
KAISER FOUNDATION HEALTH PLAN INC · healthpremiums n/a · 11 covered
METROPOLITAN LIFE INSURANCE COMPANYpremiums n/a · 6 covered
LINCOLN NATIONAL LIFE INSURANCE COMPANYpremiums n/a · 272 covered
HAWAII MEDICAL SERVICE ASSOCIATION · healthpremiums n/a · 3 covered
Brokers & agents paid · 20252
MARSH & MCLENNAN AGENCY LLC$424,714 · incl $15,591 fees
MARSH & MCLENNAN$56 · incl $56 fees
Also brokered by Marsh McLennan Agency5
Rme LTD. LLC CO$10,578,643

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 300290533 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.