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Form 5500 · Employee benefit plan · CLARKSVILLE, TN

FORTERA FEDERAL CREDIT UNION

FORTERA FEDERAL CREDIT UNION of CLARKSVILLE, TN files a Form 5500 with the U.S. Department of Labor disclosing its employee benefit plan. Its broker of record is MATTHEW B. MORASKI. Coverage is written through BLUECROSS BLUESHIELD OF TENNESSEE, INC. and 2 other carriers. The plan's most recent policy period ended in December.

Benefits broker of record
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 61-0523393 · plan 501 · as of Jul 2026

Participants
188
Carriers on file
3
Disclosed commissions
$140,664
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
BLUECROSS BLUESHIELD OF TENNESSEE, INC.Health301December$100,458
PRINCIPAL LIFE INSURANCE COMPANYDental, Life, Disability378December$38,234
EYEMED VISION CAREVision319December$1,972

Questions

Who is FORTERA FEDERAL CREDIT UNION's benefits broker?

Per its most recent Form 5500 Schedule A, FORTERA FEDERAL CREDIT UNION's broker of record is MATTHEW B. MORASKI.

What insurance carrier does FORTERA FEDERAL CREDIT UNION use?

FORTERA FEDERAL CREDIT UNION's benefit plan is written through BLUECROSS BLUESHIELD OF TENNESSEE, INC., among 3 disclosed carriers.

When does FORTERA FEDERAL CREDIT UNION's group plan renew?

The most recent Schedule A policy period for FORTERA FEDERAL CREDIT UNION ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from FORTERA FEDERAL CREDIT UNION's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.