Plan5500

Fortis Construction Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Fortis Construction Inc. (EIN 41-2096320) is a plan sponsor located in Portland, OR with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
41-2096320
Location
Portland, OR
Loaded plans
2
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Fortis Construction Inc.

  • 2 loaded plans hold $44.4M in reported assets.
  • The largest, Fortis Construction, Inc. Employees Savings Trust, holds 100% of this company's reported plan assets.
  • Plans cover 732 reported participants.
  • 1 of 2 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$44.4MSummed across loaded plans$44,432,760
Total reported assets$44.4M$44,432,760
Total reported participants732
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$44.4M total assets
Net assets$44.4MLiabilities$0
Contributions & income
Employer contributions$2M
Participant contributions$3.1M
Total income / additions$12.9M
Expenses & distributions
Benefits paid / distributions$5.3M
Total expenses$5.4M
Net increase / (decrease)$7.5M

Data coverage

Plans with financial statements1 / 2 (50%)
Plans with provider compensation1 / 2 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Fortis Construction, Inc. Employees Savings Trust
Participants per plan366Average across loaded plans
Loaded plans2
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Fortis Construction, Inc. Employees Savings Trust$44.4M
    Plan #001 · 426 participants · 2023
  2. 2
    Fortis Construction, Inc. Health And Welfare Benefit Plannot reported in the loaded dataset
    Plan #501 · 306 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Fortis Construction Inc.. Open one for its full reported snapshot.

  1. 2023
    Fortis Construction, Inc. Health And Welfare Benefit Plan306 participants · 2No schedules
    View filing →
  2. 2023
    Fortis Construction, Inc. Employees Savings Trust426 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Fortis Construction Inc. report on Form 5500?
Fortis Construction Inc. (EIN 41-2096320) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Fortis Construction Inc.?
The Employer Identification Number (EIN) reported for Fortis Construction Inc. is 41-2096320.
What is the latest Form 5500 filing year for Fortis Construction Inc.?
The latest loaded Form 5500 filing year for Fortis Construction Inc. is 2023.

Related Form 5500 pages