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Sponsor portfolio

NFI, LLC

EIN 47-5075394-printing-Latest filing 2025
Plans
2
Retirement
1
$5.8M assets
Welfare
1
$146K premiums
Participants
208
22 LOGAN ST - NEW BEDFORD, MA 02740508-295-9591nameplatesforindustry.comLinkedIn11-50 employeesprinting
Plans on this EIN
2 filings
#002401k-$5.8M - 111 part#501Mixed-$146K - 97 lives

Benefits portfolio analytics

1 plan / $146K premiums / 97 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$146K
  • Other$146K
  • Dental$106K
  • Vision$106K
  • Long-term disability$106K
  • Short-term disability$40K
Total $146K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
73%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA73%
  • UNUM LIFE INSURANCE COMPANY OF AMERICA27%
Total $146K2 slices

Broker market share

Schedule A broker compensation

Split broker
55%top
  • THE BALDWIN GROUP WEST LLC55%
  • HPHC INSURANCE AGENCY, INC.16%
  • LORI ANN MARTINEZ16%
  • MICHAEL R ACKERMAN8%
  • ENROLLMENT SOLUTIONS LTD3%
  • +3 more
Total $17K8 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

NFI, LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$5.8M
Participants111
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

NFI CORP HEALTH AND WELFARE PLAN

Mixed - THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$146K
Covered lives97
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002NFI, LLC 401(K) PROFIT SHARING PLAN & TRUST401k$5.8M1112025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501NFI CORP HEALTH AND WELFARE PLANMixedTHE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA$146K972025
Retirement plans
Welfare plans
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