PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. HEINEKEN USA, INC.
Sponsor portfolioTH

HEINEKEN USA, INC.

EIN 13-1539933-Wholesale Trade-Latest filing 2024
Plans
2
Retirement
1
$208.8M assets
Welfare
1
$711K premiums
Participants
1,264
360 HAMILTON AVENUE, SUITE 1103 - WHITE PLAINS, NY 106011108914-681-4100
Plans on this EIN
2 filings
#003401k-$208.8M - 829 part#505Mixed-$711K - 931 lives

Benefits portfolio analytics

1 plan / $711K premiums / 931 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$575K
  • Life$430K
  • Long-term disability$430K
  • Vision$90K
  • Health$46K
  • Prescription drug$29K
  • +1 more
Total $711K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
60%top
  • HARTFORD LIFE AND ACCIDENT60%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY17%
  • VISION SERVICE PLAN13%
  • METROPOLITAN LIFE INSURANCE COMPANY5%
  • JANUS ASSOCIATES, INC. DBA BHS3%
  • +1 more
Total $711K6 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • MERCER HEALTH AND BENEFITS, LLC89%
  • RITA WESSEL, BOLLINGER, INC.11%
Total $27K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

HEINEKEN USA SAVINGS AND RETIREMENT PLAN

401k

Assets$208.8M
Participants829
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505

HEINEKEN USA HEALTH AND WELFARE PLAN

Mixed - HARTFORD LIFE AND ACCIDENT

Premiums$711K
Covered lives931
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003HEINEKEN USA SAVINGS AND RETIREMENT PLAN401k$208.8M8292024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
505HEINEKEN USA HEALTH AND WELFARE PLANMixedHARTFORD LIFE AND ACCIDENT$711K9312024
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