Assets by plan
Share of aggregate retirement assets
- PLAN AND TRUST (#002)$33.4M
Filings through .
Fei, Inc.
EIN 41-1626638wholesaleLatest filing 2025
Plans
4
Retirement
2
$39.9M assets
Health & Benefits
2
$286K premiums
Participants
339
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $39.9M assets / 236 participants
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
2 plans / $286K premiums / 494 covered lives
Coverage 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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
FEI, INC. 2013 SECOND RESTATED EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST
ESOP
Assets$33.4M
Participants125
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
FEI, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$6.5M
Participants111
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
FEI, INC. HEALTH AND WELFARE BENEFIT PLAN
Mixed - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$149K
Covered lives252
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
FEI, INC. LIFE & DISABILITY PLAN
Fully insured - PRINCIPAL LIFE INSURANCE COMPANY
Premiums$137K
Covered lives242
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| 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 | 401(k) | $6.5M | 111 | 2025 |
- #002 · ESOP · 2024125
- #001 · 401(k) · 2025111
Health & Benefits plans
2 plans on this EIN
| 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 |
- #501 · Mixed · PRINCIPAL LIFE INSURANCE COMPANY · 2025252
- #502 · Fully insured · PRINCIPAL LIFE INSURANCE COMPANY · 2024242
Retirement plans
Health & Benefits plans