PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. FMI CORPORATION
Sponsor portfolioTH

FMI CORPORATION

EIN 56-1223249-Latest filing 2025
Plans
2
Retirement
1
$67.1M assets
Welfare
1
$2.9M premiums
Participants
465
223 S. WEST ST., SUITE 1200 - RALEIGH, NC 27603919-785-9292
Plans on this EIN
2 filings
#001401k-$67.1M - 278 part#501Fully Insured-$2.9M - 292 lives

Benefits portfolio analytics

1 plan / $2.9M premiums / 292 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$2.6M
  • Prescription drug$2.6M
  • Other$288K
  • Dental$281K
  • Vision$281K
  • Life$281K
  • +2 more
Total $2.9M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
90%top
  • BLUE CROSS OF CALIFORNIA90%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA10%
  • TRANSAMERICA LIFE INSURANCE COMPANY0%
Total $2.9M3 slices

Broker market share

Schedule A broker compensation

Split broker
66%top
  • ROBERT L KRIEG66%
  • SRA BENEFITS CONSULTING LLC32%
  • DIGITAL INSURANCE LLC2%
Total $98K3 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

FMI CORPORATION RETIREMENT SAVINGS 401(K) PLAN

401k

Assets$67.1M
Participants278
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

FMI CORPORATION WELFARE BENEFITS PLAN

Fully Insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA

Premiums$2.9M
Covered lives292
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001FMI CORPORATION RETIREMENT SAVINGS 401(K) PLAN401k$67.1M2782024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501FMI CORPORATION WELFARE BENEFITS PLANFully InsuredBLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA$2.9M2922025
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