PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Heinen's Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Top hat

Heinen's Inc.

EIN 34-0673060-Retail Trade-Latest filing 2025
Plans
3
Retirement
2
$76.4M assets
Health & Benefits
1
$350K premiums
Participants
1,663
4540 RICHMOND RD - WARRENSVILLE HEIGHTS, OH 441285757216-475-2300
Plans on this EIN
3 filings
#002401(k)-$73.8M - 1,047 part#003Traditional DB-$2.6M - 73 part#510Mixed-$350K - 3,300 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $76.4M assets / 1,120 participants

Assets by plan

Share of aggregate retirement assets

  • RETIREMENT INCOME PLAN (#002)$73.8M
  • HEINEN'S INC. PENSION (#003)$2.6M
Total $76.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • RETIREMENT INCOME PLAN (#002)1,047
  • HEINEN'S INC. PENSION (#003)73
Total 1,120Select a row to open it

Benefits portfolio analytics

1 plan / $350K premiums / 3,300 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$286K
  • Long-term disability$286K
  • Other$286K
Total $286K3 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

HEINEN'S INC. ASSOCIATES' RETIREMENT INCOME PLAN

401(k)

Assets$73.8M
Participants1,047
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#003

HEINEN'S INC. PENSION PLAN

Traditional DB

Assets$2.6M
Participants73
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#510

HEINEN'S INC. ASSOCIATE HEALTH AND WELFARE PLAN

Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$350K
Covered lives3,300
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002HEINEN'S INC. ASSOCIATES' RETIREMENT INCOME PLAN401(k)$73.8M1,0472025
#003HEINEN'S INC. PENSION PLANTraditional DB$2.6M732025
  • HEINEN'S INC. ASSOCIATES' RETIREMENT INCOME PLAN$73.8M
    #002 · 401(k) · 20251,047
  • HEINEN'S INC. PENSION PLAN$2.6M
    #003 · Traditional DB · 202573

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#510HEINEN'S INC. ASSOCIATE HEALTH AND WELFARE PLANMixedTHE LINCOLN NATIONAL LIFE INSURANCE COMPANY$350K3,3002025
  • HEINEN'S INC. ASSOCIATE HEALTH AND WELFARE PLAN$350K
    #510 · Mixed · THE LINCOLN NATIONAL LIFE INSURANCE COMPANY · 20253,300
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica