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  2. HENNY PENNY CORPORATION
Sponsor portfolioTH

HENNY PENNY CORPORATION

EIN 31-1179223-food & beverages-Latest filing 2024
Plans
3
Retirement
2
$511.5M assets
Welfare
1
$1.5M premiums
Participants
3,490
1219 U.S. RT. 35 WEST - EATON, OH 45320937-456-8400hennypenny.comLinkedIn501-1000 employeesfood & beverages
Plans on this EIN
3 filings
#003ESOP-$378.3M - 1,362 part#002401k-$133.2M - 1,243 part#501Fully Insured-$1.5M - 2,272 lives

Retirement portfolio analytics

2 plans aggregated / $511.5M assets / 2,605 participants

Assets by plan

Share of aggregate retirement assets

74%top
  • EMPLOYEE STOCK OWNERSHIP (#003)74%
  • 401(K) RETIREMENT PLAN (#002)26%
Total $511.5MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
74%top
  • (Not disclosed)74%
  • T ROWE PRICE RPS INC26%
Total $511.5MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)1,362
  • 401(K) RETIREMENT PLAN (#002)1,243
Total 2,605Click row to drill in

Benefits portfolio analytics

1 plan / $1.5M premiums / 2,272 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$537K
  • Stop-loss$418K
  • Other$348K
  • Life$314K
  • Short-term disability$314K
  • Long-term disability$314K
  • +2 more
Total $1.5M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
37%top
  • SUPERIOR DENTAL CARE37%
  • UNIMERICA INSURANCE COMPANY29%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA22%
  • EYEMED VISION CARE9%
  • UNITEDHEALTHCARE INSURANCE COMPANY2%
  • +2 more
Total $1.5M7 slices

Broker market share

Schedule A broker compensation

Split broker
85%top
  • MARSH & MCLENNAN AGENCY LLC85%
  • C2 CENTRIC LLC15%
Total $85K2 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

HENNY PENNY CORPORATION EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$378.3M
Participants1,362
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HENNY PENNY CORPORATION EMPLOYEES 401(K) RETIREMENT PLAN

401k

Assets$133.2M
Participants1,243
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

HENNY PENNY CORPORATION EMPLOYEE BENEFIT PLAN

Fully Insured - SUPERIOR DENTAL CARE

Premiums$1.5M
Covered lives2,272
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003HENNY PENNY CORPORATION EMPLOYEE STOCK OWNERSHIP PLANESOP$378.3M1,3622024
002HENNY PENNY CORPORATION EMPLOYEES 401(K) RETIREMENT PLAN401k$133.2M1,2432024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501HENNY PENNY CORPORATION EMPLOYEE BENEFIT PLANFully InsuredSUPERIOR DENTAL CARE$1.5M2,2722024
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