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Original filing (PDF)20240412104527NAL0002774208001
BRIAN W. FORTUIN, MD, PA
Form 5500-SF
FILING_RECEIVED
BRIAN W. FORTUIN, MD-PA DEFINED BENEFIT PLAN AND TRUST
Defined-benefit pension plan
Active participants
2
Accounts w/ balance
—
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BRIAN W. FORTUIN, MD, PA.
Plan sponsor
Name
BRIAN W. FORTUIN, MD, PA
EIN
75-3042224
Address
625 POLELINE ROAD, SUITE 2A · TWIN FALLS, ID · 83301
Phone
(208) 814-8600
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2022
Plan year begin
2022-10-01
Tax period
2023-09-30
Filed
2024-04-12
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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