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  2. National Retail Federation
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

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National Retail Federation

EIN 13-5582627-retail-Latest filing 2025
Plans
3
Retirement
2
$71.6M assets
Health & Benefits
1
$1.4M premiums
Participants
351
1101 NEW YORK AVE NW, SUITE 1200 - WASHINGTON, DC 200054269202-626-8148nrf.comLinkedIn51-200 employeesretail
Plans on this EIN
3 filings
#002401(k)-$57.0M - 153 part#001Traditional DB-$14.6M - 96 part#503Fully insured-$1.4M - 146 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $71.6M assets / 249 participants

Assets by plan

Share of aggregate retirement assets

  • PROFIT SHARING PLAN (#002)$57.0M
  • FEDERATION RETIREMENT PLAN (#001)$14.6M
Total $71.6MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)153
  • FEDERATION RETIREMENT PLAN (#001)96
Total 249Select a row to open it

Benefits portfolio analytics

1 plan / $1.4M premiums / 146 covered lives

Coverage 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
Total $1.4M6 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

NATIONAL RETAIL FEDERATION 401(K) PROFIT SHARING PLAN

401(k)

Assets$57.0M
Participants153
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

NATIONAL RETAIL FEDERATION RETIREMENT PLAN

Traditional DB

Assets$14.6M
Participants96
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

GROUP WELFARE BENEFITS PLAN

Fully insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$1.4M
Covered lives146
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002NATIONAL RETAIL FEDERATION 401(K) PROFIT SHARING PLAN401(k)$57.0M1532025
#001NATIONAL RETAIL FEDERATION RETIREMENT PLANTraditional DB$14.6M962025
  • NATIONAL RETAIL FEDERATION 401(K) PROFIT SHARING PLAN$57.0M
    #002 · 401(k) · 2025153
  • NATIONAL RETAIL FEDERATION RETIREMENT PLAN$14.6M
    #001 · Traditional DB · 202596

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503GROUP WELFARE BENEFITS PLANFully insuredUNITEDHEALTHCARE INSURANCE COMPANY$1.4M1462025
  • GROUP WELFARE BENEFITS PLAN$1.4M
    #503 · Fully insured · UNITEDHEALTHCARE INSURANCE COMPANY · 2025146
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
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