Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
WAKEFERN FOOD CORP.
EIN 22-1434516retailLatest filing 2025
Plans
6
Retirement
3
$617.6M assets
Welfare
3
$2.1M premiums
Participants
7,022
Retirement portfolio analytics
3 plans aggregated / $617.6M assets / 4,642 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $2.1M premiums / 2,250 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$1.2M
- Long-term disability$1.2M
- Short-term disability$352K
- Dental$268K
- Other$261K
- Health$104K
- +2 more
Carrier market share
Premium dollars by Schedule A carrier
58%top
- HARTFORD LIFE AND ACCIDENT58%
- AETNA LIFE INSURANCE COMPANY20%
- METROPOLITAN LIFE INSURANCE COMPANY18%
- ACE AMERICAN INSURANCE COMPANY4%
Broker market share
Schedule A broker compensation
100%top
- NFP INSURANCE SERVICES INC100%
- MERCER HEALTH AND BENEFITS, LLC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
WAKEFERN FOOD CORPORATION 401(K) SAVINGS PLAN
401k
Assets$478.5M
Participants2,568
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
WAKEFERN PENSION PLAN
TraditionalDB
Assets$131.4M
Participants921
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
GROCERY WEST AFFILIATED 401K PLAN
401k
Assets$7.7M
Participants1,153
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#505
WAKEFERN FOOD CORP. HEALTH & WELFARE PLAN FOR FULL-TIME EMPLOYEES
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$1.8M
Covered lives1,806
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509
WAKEFERN FOOD CORP. RETIREE HEALTH AND WELFARE PLAN
Mixed - AETNA LIFE INSURANCE COMPANY
Premiums$180K
Covered lives96
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#512
WAKEFERN FOOD CORP. HEALTH AND WELFARE PLAN FOR GROCERY WEST UNION EMPLOYEES
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$174K
Covered lives348
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | WAKEFERN FOOD CORPORATION 401(K) SAVINGS PLAN | 401k | $478.5M | 2,568 | 2024 | |
| 001 | WAKEFERN PENSION PLAN | TraditionalDB | $131.4M | 921 | 2025 | |
| 005 | GROCERY WEST AFFILIATED 401K PLAN | 401k | $7.7M | 1,153 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 505 | WAKEFERN FOOD CORP. HEALTH & WELFARE PLAN FOR FULL-TIME EMPLOYEES | Mixed | HARTFORD LIFE AND ACCIDENT | $1.8M | 1,806 | 2024 | |
| 509 | WAKEFERN FOOD CORP. RETIREE HEALTH AND WELFARE PLAN | Mixed | AETNA LIFE INSURANCE COMPANY | $180K | 96 | 2024 | |
| 512 | WAKEFERN FOOD CORP. HEALTH AND WELFARE PLAN FOR GROCERY WEST UNION EMPLOYEES | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $174K | 348 | 2024 |
Retirement plans
Welfare plans