Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolioTH
HNI CORPORATION
EIN 42-0617510furnitureLatest filing 2024
Plans
6
Retirement
2
$1.47B assets
Welfare
4
$5.5M premiums
Participants
29,357
Retirement portfolio analytics
2 plans aggregated / $1.47B assets / 11,348 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $5.5M premiums / 13,860 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$2.1M
- Life$1.7M
- Long-term disability$1.1M
- Vision$521K
Carrier market share
Premium dollars by Schedule A carrier
90%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY90%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
Broker market share
Schedule A broker compensation
100%top
- HOLMES MURPHY & ASSOCIATES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
HNI CORPORATION 401(K) PLAN
401k
Assets$1.47B
Participants11,042
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#014
CORRY JAMESTOWN AND HOLGA PENSION PLAN B
TraditionalDB
Assets$6.1M
Participants306
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#517
HNI CORPORATION DISABILITY PLAN
Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$3.2M
Covered lives4,978
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#518
HNI CORPORATION LIFE INSURANCE PLAN
Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$1.7M
Covered lives5,140
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520
HNI CORPORATION VISION PLAN
Fully Insured - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$521K
Covered lives3,742
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
HNI CORPORATION WELFARE BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | HNI CORPORATION 401(K) PLAN | 401k | $1.47B | 11,042 | 2024 | |
| 014 | CORRY JAMESTOWN AND HOLGA PENSION PLAN B | TraditionalDB | $6.1M | 306 | 2024 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 517 | HNI CORPORATION DISABILITY PLAN | Fully Insured | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3.2M | 4,978 | 2024 | |
| 518 | HNI CORPORATION LIFE INSURANCE PLAN | Fully Insured | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1.7M | 5,140 | 2024 | |
| 520 | HNI CORPORATION VISION PLAN | Fully Insured | THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $521K | 3,742 | 2024 | |
| 501 | HNI CORPORATION WELFARE BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans