Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$6.5M
- Vision$2.1M
- Life$1.9M
- Health$1.3M
- Short-term disability$1.1M
- Dental$601K
Sponsor portfolioTH
HY-VEE, INC.
EIN 42-0325638retailLatest filing 2025
Plans
4
Retirement
1
$3.11B assets
Welfare
3
$10.0M premiums
Participants
108,515
5820 WESTOWN PKWY - WEST DES MOINES, IA 502668223515-267-2800hy-vee.comLinkedIn10001+ employeesretail
Benefits portfolio analytics
3 plans / $10.0M premiums / 51,620 covered livesCarrier market share
Premium dollars by Schedule A carrier
43%top
- UNITEDHEALTHCARE INSURANCE COMPANY43%
- AMERITAS LIFE INSURANCE CORP.25%
- THE LINCOLN NATIONAL LIFE INSURANCE COMPANY16%
- UNITED AMERICAN INSURANCE COMPANY11%
- DELTA DENTAL OF CALIFORNIA3%
- +1 more
Broker market share
Schedule A broker compensation
56%top
- MIDWEST HERITAGE56%
- MIDWEST HERITAGE INS SVCS33%
- TOPBENEFITS LLC7%
- MARSH & MCLENNAN AGENCY LLC3%
- AMERICAN BNFT & COMP SYSTEMS1%
- +3 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE HY-VEE AND AFFILIATES 401(K) PLAN
401k
Assets$3.11B
Participants75,634
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
HY-VEE ELECTIVE BENEFITS PLAN
Mixed - AMERITAS LIFE INSURANCE CORP
Premiums$9.0M
Covered lives27,183
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#501
HY-VEE AFFILIATES' BENEFIT PLAN AND TRUST
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Premiums$1.1M
Covered lives24,437
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504
HY-VEE, INC. FLEXIBLE SPENDING PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE HY-VEE AND AFFILIATES 401(K) PLAN | 401k | $3.11B | 75,634 | 2025 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | HY-VEE ELECTIVE BENEFITS PLAN | Mixed | AMERITAS LIFE INSURANCE CORP | $9.0M | 27,183 | 2025 | |
| 501 | HY-VEE AFFILIATES' BENEFIT PLAN AND TRUST | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $1.1M | 24,437 | 2025 | |
| 504 | HY-VEE, INC. FLEXIBLE SPENDING PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans