Fortis Management Group 401(k) plan

Fortis Management Group, LLC, Milwaukee, WI. EIN 38-3942411. Annual reports 2015–2018.

Fortis Management Group, LLC has no active retirement plan on file. Its last annual report was for 2018. No traditional pension plan appears in Fortis Management Group's filings since 2015.

Active plans: 0
Plans on file: 1
Industry: Holding companies

The plan

FMG 401(k) Plan

401(k)Closed

Closed. The plan filed its final annual report for 2018, which means its assets were paid out or moved and it no longer exists.

Plan number: 001Employer EIN 38-3942411
Participants (2017): 2,496
Net assets (2017): $56.2 million
Recordkeeper: NewportEarlier: Newport Retirement Services (2015)
Plan administrator: Fortis Management Group, LLC
111 W. Michigan Ave.
Milwaukee, WI 53203
(414) 908-8267As filed for 2018
In effect since: July 1, 2015

Plans merged into this one: Extendicare Health Services, Inc. 401(k) Savings Plan (2014).

Year by year, 2015 to 2018

Plan year	Participants	Net assets	Recordkeeper
2018	0	$0	Newport
2017	2,496	$56.2 million	Newport
2016	5,096	$62.4 million	Newport
2015	5,106	$60.4 million	Newport Retirement Services

If you had money in one of these plans

If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

FMG 401(k) Plan

If you had money in one of these plans

What these numbers are

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