Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
STEW LEONARD'S
EIN 06-0691207food & beveragesLatest filing 2025
Plans
3
Retirement
2
$161.4M assets
Welfare
1
$655K premiums
Participants
3,471
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $161.4M assets / 2,264 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $655K premiums / 1,290 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$655K
- Life$449K
- Long-term disability$449K
- Short-term disability$155K
Carrier market share
Premium dollars by Schedule A carrier
92%top
- SUN LIFE ASSURANCE COMPANY OF CANADA92%
- METROPOLITAN LIFE INSURANCE COMPANY8%
Broker market share
Schedule A broker compensation
47%top
- ASSUREDPARTNERS47%
- STERLING AND STERLING, INC.47%
- D.C. HELLER & COMPANY, INC.5%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
STEW LEONARD'S 401(K) SAVINGS AND RETIREMENT PLAN
401k
Assets$131.5M
Participants2,076
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
STEW LEONARD'S MANAGEMENT RETIREMENT PLAN
401k
Assets$29.9M
Participants188
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
STEW LEONARD'S HEALTH AND WELFARE BENEFIT PLAN
Mewa - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$655K
Covered lives1,290
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | STEW LEONARD'S 401(K) SAVINGS AND RETIREMENT PLAN | 401k | $131.5M | 2,076 | 2025 | |
| 003 | STEW LEONARD'S MANAGEMENT RETIREMENT PLAN | 401k | $29.9M | 188 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | STEW LEONARD'S HEALTH AND WELFARE BENEFIT PLAN | Mewa | SUN LIFE ASSURANCE COMPANY OF CANADA | $655K | 1,290 | 2025 |
Retirement plans
Welfare plans