Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
HEINEN'S, INC.
EIN 34-0673060Latest filing 2025
Plans
3
Retirement
2
$72.7M assets
Welfare
1
$350K premiums
Participants
1,510
4540 RICHMOND ROAD - WARRENSVILLE HEIGHTS, OH 44128216-475-2300
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $72.7M assets / 967 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $350K premiums / 3,300 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$350K
- Life$301K
- Long-term disability$301K
Carrier market share
Premium dollars by Schedule A carrier
86%top
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY86%
- CURALINC HEALTHCARE14%
Broker market share
Schedule A broker compensation
100%top
- USI INSURANCE SERVICES LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
HEINEN'S INC. ASSOCIATES' RETIREMENT INCOME PLAN
401k
Assets$70.4M
Participants893
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
HEINEN'S INC. PENSION PLAN
TraditionalDB
Assets$2.2M
Participants74
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#510
HEINEN'S INC. ASSOCIATE HEALTH AND WELFARE PLAN
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$350K
Covered lives3,300
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HEINEN'S INC. ASSOCIATES' RETIREMENT INCOME PLAN | 401k | $70.4M | 893 | 2024 | |
| 003 | HEINEN'S INC. PENSION PLAN | TraditionalDB | $2.2M | 74 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | HEINEN'S INC. ASSOCIATE HEALTH AND WELFARE PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $350K | 3,300 | 2025 |
Retirement plans
Welfare plans