Fortiphi
Mount Vernon, WA
Fortiphi of Mount Vernon, WA is the broker of record on 10 Form 5500 Schedule A filings covering 8 employer benefit plans across 2 states, with $214,574 in reported broker commissions (plan year 2025).
Quick answer
Fortiphi (Mount Vernon, WA) is the broker of record for 8 employer benefit plan sponsors on 10 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Fortiphi have?
- Fortiphi is named as broker on Form 5500 Schedule A filings for 8 distinct plan sponsors in 2 states.
- Who are Fortiphi's largest employer clients?
- By plan participants, the largest include Health Alliance For Technology Health Tr (3,813 participants), Washington Commercial Construction Health Trust (3,543 participants) and Washington Business Services Health Trust (1,790 participants).
- How much does Fortiphi earn in commissions?
- Insurers reported $214,574 in broker commissions paid to Fortiphi for plan year 2025, per Schedule A Part 1.
- Where is Fortiphi located?
- Fortiphi is based in Mount Vernon, WA and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Fortiphi on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| Health Alliance For Technology Health Tr | WA | 3,813 | 2024-12-31 |
| Washington Commercial Construction Health Trust | WA | 3,543 | 2024-12-31 |
| Washington Business Services Health Trust | WA | 1,790 | 2024-12-31 |
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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.