PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. FIDELITY NATIONAL FINANCIAL, INC.
Sponsor portfolio

FIDELITY NATIONAL FINANCIAL, INC.

EIN 16-1725106-financial services-Latest filing 2025
Plans
2
Retirement
1
$3.34B assets
Welfare
1
$64.6M premiums
Participants
42,360
601 RIVERSIDE AVENUE, BLDG 5, FL 6 - JACKSONVILLE, FL 32204904-854-8690fnf.comLinkedIn10001+ employeesfinancial services
Plans on this EIN
2 filings
#001401k-$3.34B - 23,858 part#501Fully Insured-$64.6M - 18,117 lives

Benefits portfolio analytics

1 plan / $64.6M premiums / 18,117 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$40.0M
  • Dental$17.4M
  • Life$9.1M
  • Other$6.9M
  • Long-term disability$4.0M
  • Short-term disability$2.4M
  • +1 more
Total $64.6M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
34%top
  • KAISER FOUNDATION HEALTH PLAN INC34%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY24%
  • UNITEDHEALTHCARE INSURANCE COMPANY21%
  • RELIASTAR LIFE INSURANCE COMPANY7%
  • BLUE CROSS OF CALIFORNIA5%
  • +3 more
Total $64.6M8 slices

Broker market share

Schedule A broker compensation

Split broker
64%top
  • FREESTONE FINANCIAL, LLC64%
  • CBIZ BENEFITS & INSURANCE SERVICES25%
  • BENE RE LLC11%
  • HODGES-MACE BENEFITS GRP INC0%
  • SCHREMP, FREDERICK, R0%
Total $3.1M5 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

THE FIDELITY NATIONAL FINANCIAL GROUP 401(K) PROFIT SHARING PLAN

401k

Assets$3.34B
Participants23,858
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FIDELITY NATIONAL FINANCIAL, INC. WELFARE PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$64.6M
Covered lives18,117
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001THE FIDELITY NATIONAL FINANCIAL GROUP 401(K) PROFIT SHARING PLAN401k$3.34B23,8582025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIDELITY NATIONAL FINANCIAL, INC. WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$64.6M18,1172025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica