Assets by plan
Share of aggregate retirement assets
84%top
Sponsor portfolio
FEI, INC.
EIN 41-1626638wholesaleLatest filing 2025
Plans
4
Retirement
2
$39.5M assets
Welfare
2
$286K premiums
Participants
339
Retirement portfolio analytics
2 plans aggregated / $39.5M assets / 236 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $286K premiums / 494 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$149K
- Dental$144K
- Vision$144K
- Short-term disability$144K
- Long-term disability$144K
- Other$144K
Carrier market share
Premium dollars by Schedule A carrier
97%top
- PRINCIPAL LIFE INSURANCE COMPANY97%
- TRUSTMARK INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
62%top
- MARSH & MCLENNAN AGENCY LLC62%
- GIS BENEFITS INC38%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
FEI, INC. 2013 SECOND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$33.4M
Participants125
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
FEI, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$6.2M
Participants111
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
FEI, INC. HEALTH AND WELFARE BENEFIT PLAN
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$149K
Covered lives252
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502
FEI, INC. LIFE & DISABILITY PLAN
Fully Insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$137K
Covered lives242
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FEI, INC. 2013 SECOND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $33.4M | 125 | 2024 | |
| 001 | FEI, INC. 401(K) PROFIT SHARING PLAN | 401k | $6.2M | 111 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FEI, INC. HEALTH AND WELFARE BENEFIT PLAN | Mixed | PRINCIPAL LIFE INSURANCE COMPANY | $149K | 252 | 2025 | |
| 502 | FEI, INC. LIFE & DISABILITY PLAN | Fully Insured | PRINCIPAL LIFE INSURANCE COMPANY | $137K | 242 | 2024 |
Retirement plans
Welfare plans