Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
NATIONAL RETAIL FEDERATION, INC.
EIN 13-5582627retailLatest filing 2025
Plans
3
Retirement
2
$63.7M assets
Welfare
1
$1.4M premiums
Participants
352
1101 NEW YORK AVE NW, SUITE 1200 - WASHINGTON, DC 200054269202-626-8148nrf.comLinkedIn51-200 employeesretail
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $63.7M assets / 250 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.4M premiums / 146 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.2M
- Long-term disability$73K
- Dental$70K
- Other$60K
- Life$43K
- Vision$11K
Carrier market share
Premium dollars by Schedule A carrier
85%top
- UNITEDHEALTHCARE INSURANCE COMPANY85%
- UNITED OF OMAHA LIFE INSURANCE COMPANY7%
- HUMANA INSURANCE COMPANY5%
- UNUM LIFE INSURANCE COMPANY OF AMERICA2%
- VISION SERVICE PLAN1%
- +3 more
Broker market share
Schedule A broker compensation
62%top
- ENROLLEASE62%
- DIGITAL INSURANCE LLC36%
- REUBEN WARNER ASSOCIATES, INC.1%
- USI INSURANCE SERVICES LLC1%
- HODGE HART & SCHLEIFER INC1%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
NATIONAL RETAIL FEDERATION 401(K) PROFIT SHARING PLAN
401k
Assets$49.1M
Participants154
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
NATIONAL RETAIL FEDERATION RETIREMENT PLAN
TraditionalDB
Assets$14.6M
Participants96
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#503
GROUP WELFARE BENEFITS PLAN
Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY
Premiums$1.4M
Covered lives146
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | NATIONAL RETAIL FEDERATION 401(K) PROFIT SHARING PLAN | 401k | $49.1M | 154 | 2024 | |
| 001 | NATIONAL RETAIL FEDERATION RETIREMENT PLAN | TraditionalDB | $14.6M | 96 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | GROUP WELFARE BENEFITS PLAN | Fully Insured | UNITEDHEALTHCARE INSURANCE COMPANY | $1.4M | 146 | 2025 |
Retirement plans
Welfare plans