Form 5500 · Employee benefit plan · EDEN PRAIRIE, MN
FORTRA, LLC
The filing calls this plan HELPSYSTEMS, LLC WELFARE BENEFIT PLAN.
FORTRA, LLC of EDEN PRAIRIE, MN is a 1,234-participant information and media employer whose group benefits are disclosed in its annual Form 5500 filing. Its broker of record is MARSH & MCLENNAN AGENCY LLC. Coverage is written through BLUE CROSS AND BLUE SHIELD OF MINNESOTA and 6 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 30-0290533 · plan 501 · plan year 2025, filed Jun 10, 2026
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1,865 other employer plans in Minnesota have policy years ending in December. See the full list on the renewal calendar, or ask for it in Claude or ChatGPT.
How this plan is funded
Fully insured as reported
The filing reports medical coverage through an insurance contract on Schedule A, and no money paid for benefits by the plan itself.
Benefits declared on this filing
5 contracts on this filing do not say which benefits they cover, so a line above may be insured by one of them.
Also declared: death benefits, other welfare.
Declared benefits are the plan’s own line 8b codes on Form 5500. “Not on Schedule A” means no insured contract for that line appears on this filing. That usually means the benefit is self-funded, or it sits under a different plan number.
Where a line has more than one insured contract, the carrier and the covered figure are the largest contract's by premium. The contracts are not added up: a pharmacy carve-out and the medical carrier beside it cover the same people.
Persons covered is the count the carrier filed for that policy at the end of its policy year, and it can include dependents. Participants is the plan's own count at the start of its plan year. The two count different people, so a covered figure can be larger.
Plan brief
Schedule A lists 13 insured contracts covering health, vision, life and disability; the largest, with BLUE CROSS AND BLUE SHIELD OF MINNESOTA, covers 1,930 people.
The filing declares health, vision, life, disability and dental. Dental appears with no insured contract on Schedule A. That coverage may be self-funded, placed with a carrier that is not on this filing, or written on one of the 5 contracts here that do not say what they cover.
Reported premium across the insured contracts is $18,816,472, with $409,123 in disclosed broker commissions — about 2.2% 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.
MARSH & MCLENNAN AGENCY LLC is the broker of record on 10 of the 13 contracts; the rest name a different broker or none.
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Premium | Commission |
|---|---|---|---|---|---|
| BLUE CROSS AND BLUE SHIELD OF MINNESOTA | Health | 1,930 | Jan 1, 2026 | $17,660,550 | $353,211 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 278 | Jan 1, 2026 | $101,109 | $15,166 |
| EYEMED VISION CARE | Vision | 1,616 | Jan 1, 2026 | $136,024 | $14,076 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 272 | Jan 1, 2026 | $67,380 | $10,107 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 17 | Jan 1, 2026 | $117,053 | $5,334 |
| KAISER FOUNDATION HEALTH PLAN, INC. | Health | 11 | Jan 1, 2026 | $92,881 | $4,837 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | — | 219 | Jan 1, 2026 | $38,297 | $4,787 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 1 | Jan 1, 2026 | — | $951 |
| METROPOLITAN LIFE INSURANCE COMPANY | — | 6 | Jan 1, 2026 | $498 | $654 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Life | 994 | Jan 1, 2026 | $414,068 | $0 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Disability | 994 | Jan 1, 2026 | $143,551 | $0 |
| CURALINC LLC | — | 1,430 | Jan 1, 2026 | $26,426 | $0 |
| HAWAII MEDICAL SERVICE ASSOCIATION | Health | 3 | Jan 1, 2026 | $18,635 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
The plan administrator is from line 3a of the main form. We publish company names only.
Reported to OSHA
Reported to OSHA for 2025: 1,333 employees, 0 recordable cases, 0 days away from work.
Source: OSHA Injury Tracking Application establishment data, 2025.
Other plans filed by this employer
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Renewal calendar
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