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  2. THE NORFOLK COMPANIES, INC
Sponsor portfolio

THE NORFOLK COMPANIES, INC

EIN 04-2424377-building materials-Latest filing 2025
Plans
2
Retirement
1
$13.9M assets
Welfare
1
$74K premiums
Participants
483
140 CAMPANELLI DR. - BRAINTREE, MA 02184617-313-5037thenorfolkcompanies.comLinkedIn201-500 employeesbuilding materials
Plans on this EIN
2 filings
#001401k-$13.9M - 249 part#503Mixed-$74K - 234 lives

Benefits portfolio analytics

1 plan / $74K premiums / 234 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$61K
  • Short-term disability$61K
  • Other$61K
  • Vision$13K
Total $74K4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
83%top
  • PRINCIPAL LIFE INSURANCE COMPANY83%
  • EYEMED VISION CARE17%
Total $74K2 slices

Broker market share

Schedule A broker compensation

Split broker
96%top
  • AMR BENEFITS MANAGEMENT, LLC96%
  • BROWN & BROWN INSURANCE SERVICES4%
Total $12K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

NORFOLK COMPANIES 401(K) PLAN

401k

Assets$13.9M
Participants249
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

THE NORFOLK COMPANIES HEALTH AND WELFARE PLAN

Mixed - PRINCIPAL LIFE INSURNCE COMPANY

Premiums$74K
Covered lives234
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NORFOLK COMPANIES 401(K) PLAN401k$13.9M2492025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503THE NORFOLK COMPANIES HEALTH AND WELFARE PLANMixedPRINCIPAL LIFE INSURNCE COMPANY$74K2342025
Retirement plans
Welfare plans
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