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  2. LUND FOOD HOLDINGS, INC.
Sponsor portfolioTH

LUND FOOD HOLDINGS, INC.

EIN 41-1865892-retail-Latest filing 2025
Plans
4
Retirement
2
$145.7M assets
Welfare
2
$348K premiums
Participants
3,906
4100 WEST 50TH STREET, SUITE 2100 - EDINA, MN 55424952-927-3663LinkedIn1-10 employeesretail
Plans on this EIN
4 filings
#001401k-$79.5M - 779 part#004401k-$66.2M - 2,757 part#508Mixed-$292K - 837 lives#509Fully Insured-$56K - 317 lives

Retirement portfolio analytics

2 plans aggregated / $145.7M assets / 3,536 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • PROFIT SHARING PLAN (#001)55%
  • HOLDINGS, INC. 401(K) (#004)45%
Total $145.7MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
100%top
  • GREAT-WEST LIFE & ANNUITY INSURANCE100%
Total $145.7MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • HOLDINGS, INC. 401(K) (#004)2,757
  • PROFIT SHARING PLAN (#001)779
Total 3,536Click row to drill in

Benefits portfolio analytics

2 plans / $348K premiums / 1,154 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$257K
  • Life$199K
  • Long-term disability$199K
  • Health$58K
  • Vision$35K
Total $292K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
68%top
  • RELIASTAR LIFE INSURANCE COMPANY68%
  • BENCHMARK INSURANCE COMPANY20%
  • VISION SERVICE PLAN12%
Total $292K3 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $13K1 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

LUND FOOD HOLDINGS, INC. 401(K) PROFIT SHARING PLAN

401k

Assets$79.5M
Participants779
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004

LUND FOOD HOLDINGS, INC. 401(K) PLAN

401k

Assets$66.2M
Participants2,757
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#508

LUND FOOD HOLDINGS, INC. HEALTH AND WELFARE BENEFIT PLAN

Mixed - RELIASTAR LIFE INSURANCE COMPANY

Premiums$292K
Covered lives837
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#509

BENCHMARK INSURANCE COMPANY (PROXIMAL)

Fully Insured - BENCHMARK INSURANCE COMPANY

Premiums$56K
Covered lives317
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001LUND FOOD HOLDINGS, INC. 401(K) PROFIT SHARING PLAN401k$79.5M7792024
004LUND FOOD HOLDINGS, INC. 401(K) PLAN401k$66.2M2,7572024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
508LUND FOOD HOLDINGS, INC. HEALTH AND WELFARE BENEFIT PLANMixedRELIASTAR LIFE INSURANCE COMPANY$292K8372025
509BENCHMARK INSURANCE COMPANY (PROXIMAL)Fully InsuredBENCHMARK INSURANCE COMPANY$56K3172024
Retirement plans
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