Form 5500 · Employee benefit plan · BERLIN, WI
FORTIFI BANK
Public Form 5500 records show how FORTIFI BANK (BERLIN, WI) structures its employee benefits. Its broker of record is WISCONSIN BANKERS ASSOCIATION EBC. Coverage is written through UNITEDHEALTHCARE INSURANCE COMPANY and 1 other carrier. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 39-0280510 · plan 510 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| UNITEDHEALTHCARE INSURANCE COMPANY | Health | 187 | December | $20,378 |
| DELTA DENTAL OF WISCONSIN | Dental | 76 | December | $1,694 |
Questions
Who is FORTIFI BANK's benefits broker?
Per its most recent Form 5500 Schedule A, FORTIFI BANK's broker of record is WISCONSIN BANKERS ASSOCIATION EBC.
What insurance carrier does FORTIFI BANK use?
FORTIFI BANK's benefit plan is written through UNITEDHEALTHCARE INSURANCE COMPANY, among 2 disclosed carriers.
When does FORTIFI BANK's group plan renew?
The most recent Schedule A policy period for FORTIFI BANK ended in December. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from FORTIFI BANK's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.