Assets by plan
Share of aggregate retirement assets
100%top
Sponsor portfolioTH
HNI CORPORATION
EIN 42-0617510furnitureLatest filing 2025
Plans
6
Retirement
2
$1.59B assets
Welfare
4
$5.2M premiums
Participants
28,738
Retirement portfolio analytics
2 plans aggregated / $1.59B assets / 11,632 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
4 plans / $5.2M premiums / 12,680 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Short-term disability$2.0M
- Life$1.8M
- Long-term disability$1.1M
- Vision$431K
Carrier market share
Premium dollars by Schedule A carrier
92%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY92%
- THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA8%
Broker market share
Schedule A broker compensation
109%top
- HOLMES MURPHY & ASSOCIATES109%
- JAMES R NELLIGAN & ASSOCS LLC-9%
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$1.59B
Participants11,594
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$777K
Participants38
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$3.0M
Covered lives4,567
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$1.8M
Covered lives4,743
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#520
HNI CORPORATION VISION PLAN
Fully Insured - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA
Premiums$431K
Covered lives3,370
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 | $1.59B | 11,594 | 2025 | |
| 014 | CORRY JAMESTOWN AND HOLGA PENSION PLAN B | TraditionalDB | $777K | 38 | 2025 |
Welfare plans4
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 517 | HNI CORPORATION DISABILITY PLAN | Fully Insured | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $3.0M | 4,567 | 2025 | |
| 518 | HNI CORPORATION LIFE INSURANCE PLAN | Fully Insured | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1.8M | 4,743 | 2025 | |
| 520 | HNI CORPORATION VISION PLAN | Fully Insured | GUARDIAN LIFE INSURANCE COMPANY OF AMERICA | $431K | 3,370 | 2025 | |
| 501 | HNI CORPORATION WELFARE BENEFIT PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans