Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
H&S BAKERY, INC.
EIN 52-0748852food & beveragesLatest filing 2025
Plans
3
Retirement
2
$57.3M assets
Welfare
1
$427K premiums
Participants
2,360
601 S. CAROLINE STREET - BALTIMORE, MD 21231410-276-7254hsbakery.comLinkedIn1001-5000 employeesfood & beverages
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $57.3M assets / 1,743 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
- NWPS100%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $427K premiums / 616 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$427K
- Life$337K
- Long-term disability$337K
Carrier market share
Premium dollars by Schedule A carrier
79%top
- METROPOLITAN LIFE INSURANCE COMPANY79%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY21%
Broker market share
Schedule A broker compensation
100%top
- SCHOENFELD INSURANCE ASSOCIATES INC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#004
H&S FAMILY OF BAKERIES 401(K) PLAN
401k
Assets$39.8M
Participants706
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#005
H&S FAMILY OF BAKERIES UNION 401(K) PLAN
401k
Assets$17.4M
Participants1,037
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
H&S BAKERY, INC. HEALTH & WELFARE BENEFITS PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$427K
Covered lives616
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | H&S FAMILY OF BAKERIES 401(K) PLAN | 401k | $39.8M | 706 | 2024 | |
| 005 | H&S FAMILY OF BAKERIES UNION 401(K) PLAN | 401k | $17.4M | 1,037 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | H&S BAKERY, INC. HEALTH & WELFARE BENEFITS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $427K | 616 | 2025 |
Retirement plans
Welfare plans