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FORTIS GROUP, LLC

Company Details

Name: FORTIS GROUP, LLC
Jurisdiction: Kentucky
Profit or Non-Profit: Profit
Legal type: Kentucky Limited Liability Company
Status: Active
Standing: Good
File Date: 26 Sep 2001 (23 years ago)
Organization Date: 26 Sep 2001 (23 years ago)
Last Annual Report: 02 May 2024 (9 months ago)
Managed By: Members
Organization Number: 0523103
Industry: Real Estate
Number of Employees: Small (0-19)
ZIP code: 40202
Primary County: Jefferson
Principal Office: MEIDINGER TOWER SUITE 400, 462 S FOURTH AVE, LOUISVILLE, KY 40202
Place of Formation: KENTUCKY

form 5500

Plan Name Plan Year EIN/PN Received Sponsor Total number of participants
FORTIS GROUP LLC CBS BENEFIT PLAN 2021 611398458 2022-12-29 FORTIS GROUP LLC 13
File View Page
Three-digit plan number (PN) 501
Effective date of plan 2021-04-01
Business code 531210
Sponsor’s telephone number 5025834040
Plan sponsor’s DBA name NAI FORTIS GROUP
Plan sponsor’s address 462 S 4TH ST, SUITE 400, LOUISVILLE, KY, 40202

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name SHAWNA BURTON
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2022-12-29
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature
FORTIS GROUP LLC CBS BENEFIT PLAN 2020 611398458 2021-12-14 FORTIS GROUP LLC 13
Three-digit plan number (PN) 501
Effective date of plan 2021-04-01
Business code 531210
Sponsor’s telephone number 5025834040
Plan sponsor’s DBA name NAI FORTIS GROUP
Plan sponsor’s address 462 S 4TH ST, SUITE 400, LOUISVILLE, KY, 40202

Plan administrator’s name and address

Administrator’s EIN 846429706
Plan administrator’s name SHAWNA BURTON
Plan administrator’s address 464 CHENAULT RD, FRANKFORT, KY, 40601
Administrator’s telephone number 5026954700

Signature of

Role Plan administrator
Date 2021-12-14
Name of individual signing SHAWNA BURTON
Valid signature Filed with authorized/valid electronic signature

Registered Agent

Name Role
JON T. SEIZ Registered Agent

Member

Name Role
Jon T. Seiz Member

Organizer

Name Role
JON T. SEIZ Organizer

Assumed Names

Name Status Expiration Date
NAI FORTIS GROUP Inactive 2018-02-08

Filings

Name File Date
Annual Report 2024-05-02
Annual Report 2023-05-02
Annual Report 2022-04-25
Annual Report 2021-06-01
Annual Report 2020-05-12
Annual Report 2019-05-30
Annual Report 2018-06-06
Certificate of Assumed Name 2018-04-10
Annual Report 2017-06-26
Annual Report 2016-05-11

Date of last update: 13 Jan 2025

Sources: Kentucky Secretary of State