Form 5500 · Employee benefit plan · CLARKSVILLE, TN
FORTERA FEDERAL CREDIT UNION
FORTERA FEDERAL CREDIT UNION of CLARKSVILLE, TN is a 188-participant finance and insurance employer whose group benefits are disclosed in its annual Form 5500 filing. 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.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 61-0523393 · plan 501 · as of Aug 2026
Plan brief
Schedule A lists 3 insured contracts covering health, dental, vision, life and disability; the largest, with BLUECROSS BLUESHIELD OF TENNESSEE, INC., covers 301 people.
Reported premium across the insured contracts is $2,225,860, with $140,664 in disclosed broker commissions — about 6.3% of premium.
The most recent policy period ended in December, and the plan year ends December 31. Group contracts typically renew on that annual cycle.
MATTHEW B. MORASKI is the broker of record on 1 of the 3 contracts; the rest name a different broker or none.
3 carriers appear on the filing — BLUECROSS BLUESHIELD OF TENNESSEE, INC., PRINCIPAL LIFE INSURANCE COMPANY and EYEMED VISION CARE — with BLUECROSS BLUESHIELD OF TENNESSEE, INC. writing the largest contract by premium.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUECROSS BLUESHIELD OF TENNESSEE, INC. | Health | 301 | December | $1,948,876 | $100,458 |
| PRINCIPAL LIFE INSURANCE COMPANY | Dental, Life, Disability | 378 | December | $265,191 | $38,234 |
| EYEMED VISION CARE | Vision | 319 | December | $11,793 | $1,972 |
More employer plans in Tennessee — largest plans, brokers, carriers and renewal months.