PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. NFE MANAGEMENT LLC
Sponsor portfolio

NFE MANAGEMENT LLC

EIN 47-5035824-Latest filing 2025
Plans
2
Retirement
1
$24.4M assets
Welfare
1
$5.9M premiums
Participants
695
111 WEST 19TH STREET, 8TH FLOOR - NEW YORK, NY 10011516-268-7377
Plans on this EIN
2 filings
#001401k-$24.4M - 366 part#501Fully Insured-$5.9M - 1,118 lives

Benefits portfolio analytics

1 plan / $5.9M premiums / 1,118 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$4.8M
  • Dental$4.8M
  • Vision$4.8M
  • Other$1.1M
  • Life$1.1M
  • Short-term disability$981K
  • +1 more
Total $5.9M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
82%top
  • UNITEDHEALTHCARE INSURANCE COMPANY82%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA18%
Total $5.9M2 slices

Broker market share

Schedule A broker compensation

Split broker
97%top
  • MARSH & MCLENNAN AGENCY LLC97%
  • MCGRIFF INSURANCE SERVICES INC3%
Total $186K2 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

NFE MANAGEMENT LLC 401(K) PLAN

401k

Assets$24.4M
Participants366
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NFE MANAGEMENT LLC HEALTH & WELFARE BENEFITS PLAN

Fully Insured - UNITEDHEALTHCARE INSURANCE COMPANY

Premiums$5.9M
Covered lives1,118
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001NFE MANAGEMENT LLC 401(K) PLAN401k$24.4M3662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NFE MANAGEMENT LLC HEALTH & WELFARE BENEFITS PLANFully InsuredUNITEDHEALTHCARE INSURANCE COMPANY$5.9M1,1182025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica