PlanOptica
Pricing
Sign inSign up free
  1. Companies/
  2. NFI INDUSTRIES, INC.
Sponsor portfolioTH

NFI INDUSTRIES, INC.

EIN 22-2543994-Latest filing 2025
Plans
2
Retirement
1
$299.3M assets
Welfare
1
$11.8M premiums
Participants
33,030
PO BOX 96001 - CAMDEN, NJ 08101856-691-7000
Plans on this EIN
2 filings
#001401k-$299.3M - 16,688 part#501Mixed-$11.8M - 16,342 lives

Benefits portfolio analytics

1 plan / $11.8M premiums / 16,342 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$10.6M
  • Life$8.4M
  • Short-term disability$7.2M
  • Long-term disability$7.2M
Total $11.8M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
61%top
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY61%
  • AFLAC20%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA10%
  • UNITEDHEALTHCARE INSURANCE COMPANY5%
  • LEGALPLANS, USA2%
  • +1 more
Total $11.8M6 slices

Broker market share

Schedule A broker compensation

Split broker
52%top
  • MARSH & MCLENNAN AGENCY LLC52%
  • LOCKTON COMPANIES, LLC25%
  • TRIBEN INSURANCE SOLUTIONS INC23%
  • PLANSOURCE BENEFITS ADMINISTRATION0%
Total $2.2M4 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

NFI INDUSTRIES, INC. EMPLOYEE RETIREMENT SAVINGS PLAN

401k

Assets$299.3M
Participants16,688
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NFI INDUSTRIES INC. EMPLOYEE HEALTH CARE PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$11.8M
Covered lives16,342
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NFI INDUSTRIES, INC. EMPLOYEE RETIREMENT SAVINGS PLAN401k$299.3M16,6882024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NFI INDUSTRIES INC. EMPLOYEE HEALTH CARE PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$11.8M16,3422025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Every retirement and welfare filing, 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
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica