Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
C&S WHOLESALE GROCERS, INC.
EIN 04-1140950wholesaleLatest filing 2025
Plans
5
Retirement
4
$870.3M assets
Welfare
1
$9.5M premiums
Participants
27,018
Retirement portfolio analytics
4 plans aggregated / $870.3M assets / 15,341 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)12,511
Benefits portfolio analytics
1 plan / $9.5M premiums / 11,677 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$4.9M
- Health$4.1M
- Life$4.1M
- Long-term disability$3.6M
- Prescription drug$2.9M
Carrier market share
Premium dollars by Schedule A carrier
47%top
- UNUM LIFE INSURANCE COMPANY OF AMERICA47%
- HAWAII MEDICAL SERVICE ASSOCIATION30%
- KAISER FOUNDATION HEALTH PLAN INC13%
- METROPOLITAN LIFE INSURANCE COMPANY7%
- UNITEDHEALTHCARE INSURANCE COMPANY2%
- +1 more
Broker market share
Schedule A broker compensation
98%top
- BROWN & BROWN INSURANCE SERVICES98%
- HAYS COMPANIES, INC.1%
- REUBEN WARNER ASSOCIATES, 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$750.2M
Participants12,511
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$39.7M
Participants1,855
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$21.7M
Participants151
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
C&S WHOLESALE GROCERS, INC. AND ITS AFFILIAITES AND SUBSIDIARIES HEALTH AND WELFARE PLAN
Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA
Premiums$9.5M
Covered lives11,677
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 | $750.2M | 12,511 | 2025 | |
| 005 | C&S CONSOLIDATED PENSION PLAN | TraditionalDB | $58.7M | 824 | 2024 | |
| 003 | C&S AND AFFILIATES 401(K) SAVINGS PLAN (C) | 401k | $39.7M | 1,855 | 2025 | |
| 001 | C&S AND AFFILIATES 401(K) SAVINGS PLAN (B) | 401k | $21.7M | 151 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | C&S WHOLESALE GROCERS, INC. AND ITS AFFILIAITES AND SUBSIDIARIES HEALTH AND WELFARE PLAN | Mixed | UNUM LIFE INSURANCE COMPANY OF AMERICA | $9.5M | 11,677 | 2025 |
Retirement plans
Welfare plans