Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
JOHN I. HAAS, INC.
EIN 13-2904225food & beveragesLatest filing 2025
Plans
3
Retirement
2
$33.5M assets
Welfare
1
$4.0M premiums
Participants
842
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $33.5M assets / 520 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
96%top
- AMERICAN UNITED LIFE INSURANCE CO96%
- (Not disclosed)4%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $4.0M premiums / 516 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$4.0M
- Prescription drug$4.0M
- Dental$295K
- Other$136K
- Life$104K
- Long-term disability$104K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
90%top
- BLUE CROSS OF CALIFORNIA90%
- DELTA DENTAL OF CALIFORNIA7%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY2%
- UNUM LIFE INSURANCE COMPANY OF AMERICA1%
- VISION SERVICE PLAN1%
Broker market share
Schedule A broker compensation
100%top
- MARSH & MCLENNAN AGENCY LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
JOHN I. HAAS, INC. NON-UNION 401(K) RETIREMENT PLAN
401k
Assets$32.0M
Participants419
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
JOHN I. HAAS, INC. UNION 401(K) RETIREMENT PLAN
401k
Assets$1.5M
Participants101
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
JOHN I. HAAS, INC. GROUP HEALTH AND WELFARE PLAN
Fully Insured - PREMERA BLUE CROSS
Premiums$4.0M
Covered lives516
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | JOHN I. HAAS, INC. NON-UNION 401(K) RETIREMENT PLAN | 401k | $32.0M | 419 | 2024 | |
| 003 | JOHN I. HAAS, INC. UNION 401(K) RETIREMENT PLAN | 401k | $1.5M | 101 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | JOHN I. HAAS, INC. GROUP HEALTH AND WELFARE PLAN | Fully Insured | PREMERA BLUE CROSS | $4.0M | 516 | 2025 |
Retirement plans
Welfare plans