Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
C&S WHOLESALE GROCERS, INC.
EIN 04-1140950wholesaleLatest filing 2024
Plans
5
Retirement
4
$785.6M assets
Welfare
1
$8.5M premiums
Participants
28,537
Retirement portfolio analytics
4 plans aggregated / $785.6M assets / 15,738 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
93%top
- (Not disclosed)93%
- JOHN HANCOCK LIFE INSURANCE COMPANY7%
Participants by plan
Active + retired + deferred vested
- SAVINGS PLAN (A) (#002)12,876
Benefits portfolio analytics
1 plan / $8.5M premiums / 13,430 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$5.2M
- Other$5.2M
- Short-term disability$4.7M
- Long-term disability$4.7M
- Health$2.8M
- Prescription drug$2.8M
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
56%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA56%
- HAWAII MEDICAL SERVICE ASSOCIATION33%
- METROPOLITAN LIFE INSURANCE COMPANY8%
- UNITEDHEALTHCARE INSURANCE COMPANY3%
- VISION SERVICE PLAN1%
- +1 more
Broker market share
Schedule A broker compensation
91%top
- BROWN AND BROWN OF FLORIDA, INC.91%
- HAYS COMPANIES, INC.8%
- REUBEN WARNER ASSOCIATES, INC.0%
- BENEFITFOCUS.COM, INC.0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
C&S AND AFFILIATES 401(K) SAVINGS PLAN (A)
401k
Assets$670.5M
Participants12,876
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
C&S CONSOLIDATED PENSION PLAN
TraditionalDB
Assets$58.7M
Participants824
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
C&S AND AFFILIATES 401(K) SAVINGS PLAN (C)
401k
Assets$36.2M
Participants1,875
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
C&S AND AFFILIATES 401(K) SAVINGS PLAN (B)
401k
Assets$20.2M
Participants163
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
C&S WHOLESALE GROCERS, INC. AND ITS AFFILIATES AND SUBSIDIARIES HEALTH AND WELFARE PLAN
Mixed - UNUM LIFE INSURANCE OF AMERICA
Premiums$8.5M
Covered lives13,430
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | C&S AND AFFILIATES 401(K) SAVINGS PLAN (A) | 401k | $670.5M | 12,876 | 2024 | |
| 005 | C&S CONSOLIDATED PENSION PLAN | TraditionalDB | $58.7M | 824 | 2024 | |
| 003 | C&S AND AFFILIATES 401(K) SAVINGS PLAN (C) | 401k | $36.2M | 1,875 | 2024 | |
| 001 | C&S AND AFFILIATES 401(K) SAVINGS PLAN (B) | 401k | $20.2M | 163 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | C&S WHOLESALE GROCERS, INC. AND ITS AFFILIATES AND SUBSIDIARIES HEALTH AND WELFARE PLAN | Mixed | UNUM LIFE INSURANCE OF AMERICA | $8.5M | 13,430 | 2024 |
Retirement plans
Welfare plans