Benefits brokerage · 2 offices
FORTIPHI
FORTIPHI is named as the broker of record on 7 insurance contracts across its 2 offices in public Form 5500 Schedule A filings.
Offices
Largest book first.
A contract that names two offices of this firm is counted on each of their rows, so this column adds up to more than the firm's own total. The total counts each contract once.
| City | State | Contracts |
|---|---|---|
| No city on file | — | 4 |
| MOUNT VERNON | WA | 3 |
Book profile
FORTIPHI brokers 7 insured contracts for 7 employers, all in Washington.
Health is the largest line (7 contracts), followed by dental (1), vision (1).
REGENCE BLUESHIELD writes the most contracts in the book (5, about 71%); UNITEDHEALTHCARE INSURANCE COMPANY follow.
Renewals concentrate on January 1: 71% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.
Contracts in the book, by the carrier that writes them. Largest first.
Counted by each employer's own state. Largest first.
Contracts by line.
health 7 · dental 1 · vision 1
Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.
- J
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Clients on file
| Employer | Location | Office | Carrier | Renews |
|---|---|---|---|---|
| HEALTH ALLIANCE FOR TECHNOLOGY HEALTH TR | SPOKANE, WA | No city on file | REGENCE BLUESHIELD | Jan 1FY2024 |
| WASHINGTON COMMERCIAL CONSTRUCTION HEALTH TRUST | SPOKANE, WA | No city on file | REGENCE BLUESHIELD | Jan 1FY2024 |
| WASHINGTON BUSINESS SERVICES HEALTH TRUST | SPOKANE, WA | No city on file | REGENCE BLUESHIELD | Jan 1FY2024 |
| WASHINGTON RETAIL HEALTH TRUST | SPOKANE, WA | No city on file | REGENCE BLUESHIELD | Jul 1FY2024 |
| WASHINGTON MANUFACTURING HEALTH TRUST | SPOKANE, WA | MOUNT VERNON, WA | REGENCE BLUESHIELD | Jul 1FY2024 |
more employers in FORTIPHI's book
See the full client list across every office, with carriers, renewal dates, and disclosed commissions — plus the renewal calendar and export.
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan year 2024 on this page)