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Sponsor portfolio

HILLCREST FOODSERVICE CO.

EIN 34-1136697-Transportation and Warehousing-Latest filing 2025
Plans
3
Retirement
2
$13.2M assets
Welfare
1
$274K premiums
Participants
493
2695 EAST 40TH STREET - CLEVELAND, OH 44115216-361-4625
Plans on this EIN
3 filings
#001401k-$12.1M - 184 part#002401k-$1.1M - 118 part#502Mixed-$274K - 359 lives

Retirement portfolio analytics

2 plans aggregated / $13.2M assets / 302 participants

Assets by plan

Share of aggregate retirement assets

92%top
  • HILLCREST FOODSERVICE 401(K) (#001)92%
  • CO. UNION 401(K) (#002)8%
Total $13.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HILLCREST FOODSERVICE 401(K) (#001)184
  • CO. UNION 401(K) (#002)118
Total 302Click row to drill in

Benefits portfolio analytics

1 plan / $274K premiums / 359 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$138K
  • Vision$138K
  • Life$137K
  • Short-term disability$137K
  • Long-term disability$137K
  • Other$137K
Total $274K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
50%top
  • COMMUNITY INSURANCE COMPANY50%
  • UNITED OF OMAHA LIFE INSURANCE COMPANY50%
Total $274K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THE JAMES B OSWALD COMPANY100%
Total $18K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

HILLCREST FOODSERVICE 401(K) PLAN

401k

Assets$12.1M
Participants184
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

HILLCREST FOODSERVICE CO. UNION 401(K) PLAN

401k

Assets$1.1M
Participants118
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

HILLCREST EGG & CHEESE COMPANY HEALTH AND WELFARE PLAN

Mixed - COMMUNITY INSURANCE COMPANY

Premiums$274K
Covered lives359
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001HILLCREST FOODSERVICE 401(K) PLAN401k$12.1M1842024
002HILLCREST FOODSERVICE CO. UNION 401(K) PLAN401k$1.1M1182025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502HILLCREST EGG & CHEESE COMPANY HEALTH AND WELFARE PLANMixedCOMMUNITY INSURANCE COMPANY$274K3592025
Retirement plans
Welfare plans
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