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Sponsor portfolio

NFN INVESTMENTS, LLC

EIN 39-2070678-Real Estate and Rental and Leasing-Latest filing 2024
Plans
2
Retirement
1
$3.0M assets
Welfare
1
$802K premiums
Participants
357
1640 NORTHWEST IRVING STREET - PORTLAND, OR 97209971-275-0993
Plans on this EIN
2 filings
#001401k-$3.0M - 228 part#501Fully Insured-$802K - 148 lives

Benefits portfolio analytics

1 plan / $802K premiums / 148 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$711K
  • Prescription drug$711K
  • Dental$84K
  • Life$84K
  • Short-term disability$84K
  • Other$84K
  • +1 more
Total $802K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • PROVIDENCE HEALTH PLAN89%
  • PRINCIPAL LIFE INSURANCE COMPANY10%
  • EYEMED VISION CARE1%
Total $802K3 slices

Broker market share

Schedule A broker compensation

Split broker
100%top
  • BROWN & BROWN INSURANCE SERVICES100%
  • STRATEGIC NON-MEDICAL SOLUTIONS LLC0%
Total $33K2 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

NFN INVESTMENTS RETIREMENT PLAN

401k

Assets$3.0M
Participants228
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NFN INVESTMENTS LLC HEALTH AND WELFARE PLAN

Fully Insured - PROVIDENCE HEALTH PLAN

Premiums$802K
Covered lives148
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NFN INVESTMENTS RETIREMENT PLAN401k$3.0M2282024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NFN INVESTMENTS LLC HEALTH AND WELFARE PLANFully InsuredPROVIDENCE HEALTH PLAN$802K1482024
Retirement plans
Welfare plans
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