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Sponsor portfolio

NORTH AMERICAN FAMILY INSTITUTE, INC.

EIN 04-2921507-non-profit organization management-Latest filing 2025
Plans
2
Retirement
1
$31.8M assets
Welfare
1
$1.2M premiums
Participants
2,885
90 MAPLE STREET, UNIT 2 - STONEHAM, MA 02180978-882-4872nafi.comLinkedIn1001-5000 employeesnon-profit organization management
Plans on this EIN
2 filings
#002ProfitSharing-$31.8M - 1,667 part#501Mixed-$1.2M - 1,500 lives

Benefits portfolio analytics

1 plan / $1.2M premiums / 1,500 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$604K
  • Other$410K
  • Life$227K
  • Long-term disability$227K
  • Short-term disability$103K
  • Vision$45K
Total $1.2M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • DELTA DENTAL OF CALIFORNIA52%
  • METROPOLITAN LIFE INSURANCE COMPANY24%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA20%
  • EYEMED VISION CARE4%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA0%
Total $1.2M5 slices

Broker market share

Schedule A broker compensation

Split broker
99%top
  • BROWN & BROWN INSURANCE SERVICES99%
  • USI INSURANCE SERVICES LLC1%
Total $91K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

NORTH AMERICAN FAMILY INSTITUTE, INC. 403(B) PLAN

ProfitSharing

Assets$31.8M
Participants1,667
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NORTH AMERICAN FAMILY INSTITUTE, INC. GROUP INSURANCE / CAFETERIA PLAN

Mixed - DELTA DENTAL

Premiums$1.2M
Covered lives1,500
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002NORTH AMERICAN FAMILY INSTITUTE, INC. 403(B) PLANProfitSharing$31.8M1,6672025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NORTH AMERICAN FAMILY INSTITUTE, INC. GROUP INSURANCE / CAFETERIA PLANMixedDELTA DENTAL$1.2M1,5002024
Retirement plans
Welfare plans
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