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  1. Companies/
  2. FIDELITY NATIONAL FINANCIAL, INC.
Sponsor portfolio

FIDELITY NATIONAL FINANCIAL, INC.

EIN 16-1725106-financial services-Latest filing 2024
Plans
2
Retirement
1
$3.01B assets
Welfare
1
$64.5M premiums
Participants
41,811
601 RIVERSIDE AVENUE, BLDG 5, FL 6 - JACKSONVILLE, FL 32204904-854-8690fnf.comLinkedIn10001+ employeesfinancial services
Plans on this EIN
2 filings
#001401k-$3.01B - 23,846 part#501Fully Insured-$64.5M - 26,348 lives

Benefits portfolio analytics

1 plan / $64.5M premiums / 26,348 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$39.9M
  • Dental$18.1M
  • Life$8.9M
  • Other$7.1M
  • Long-term disability$3.9M
  • Short-term disability$2.4M
  • +1 more
Total $64.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
33%top
  • KAISER FOUNDATION HEALTH PLAN INC33%
  • RELIANCE STANDARD LIFE INSURANCE COMPANY24%
  • UNITEDHEALTHCARE INSURANCE COMPANY23%
  • RELIASTAR LIFE INSURANCE COMPANY6%
  • BLUE CROSS OF CALIFORNIA5%
  • +3 more
Total $64.5M8 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 INC1%
  • SCHREMP, FREDERICK, R0%
Total $3.0M5 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$3.01B
Participants23,846
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$64.5M
Covered lives26,348
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$3.01B23,8462024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FIDELITY NATIONAL FINANCIAL, INC. WELFARE PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$64.5M26,3482024
Retirement plans
Welfare plans
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