Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
HEAVEN HILL BRANDS, INC.
EIN 61-0402960Latest filing 2025
Plans
5
Retirement
2
$100.7M assets
Welfare
3
$7.8M premiums
Participants
2,726
815 N. WHITTINGTON PARKWAY - LOUISVILLE, KY 40222502-348-3921
Retirement portfolio analytics
2 plans aggregated / $100.7M assets / 1,314 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
100%top
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $7.8M premiums / 2,262 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$4.8M
- Other$2.4M
- Life$1.9M
- Long-term disability$1.9M
- Short-term disability$948K
- Dental$273K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
62%top
- ANTHEM LIFE INSURANCE COMPANY62%
- HARTFORD LIFE AND ACCIDENT24%
- AMERICAN HERITAGE LIFE INSURANCE COMPANY7%
- DELTA DENTAL OF CALIFORNIA4%
- METROPOLITAN LIFE INSURANCE COMPANY3%
- +2 more
Broker market share
Schedule A broker compensation
100%top
- BROWN & BROWN INSURANCE SERVICES100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
HEAVEN HILL DISTILLERIES, INC. SAVINGS AND RETIREMENT PLAN FOR SALARIED EMPLOYEES
401k
Assets$65.2M
Participants823
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
HEAVEN HILL DISTILLERIES, INC. SAVINGS AND RETIREMENT PLAN FOR COLLECTIVE BARGAINING EMPLOYEES
401k
Assets$35.5M
Participants491
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#512
HEAVEN HILL BRANDS, INC. UNION EMPLOYEE BENEFITS PLAN
Mixed - ANTHEM HEALTH PLANS OF KENTUCKY, INC
Premiums$4.0M
Covered lives1,131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511
HEAVEN HILL BRANDS, INC. EMPLOYEE BENEFITS PLAN
Mixed - ANTHEM HEALTH PLANS OF KENTUCKY, INC
Premiums$3.8M
Covered lives1,131
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#510
HEAVEN HILL DISTILLERIES, INC. FLEXIBLE BENEFITS PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | HEAVEN HILL DISTILLERIES, INC. SAVINGS AND RETIREMENT PLAN FOR SALARIED EMPLOYEES | 401k | $65.2M | 823 | 2024 | |
| 002 | HEAVEN HILL DISTILLERIES, INC. SAVINGS AND RETIREMENT PLAN FOR COLLECTIVE BARGAINING EMPLOYEES | 401k | $35.5M | 491 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 512 | HEAVEN HILL BRANDS, INC. UNION EMPLOYEE BENEFITS PLAN | Mixed | ANTHEM HEALTH PLANS OF KENTUCKY, INC | $4.0M | 1,131 | 2025 | |
| 511 | HEAVEN HILL BRANDS, INC. EMPLOYEE BENEFITS PLAN | Mixed | ANTHEM HEALTH PLANS OF KENTUCKY, INC | $3.8M | 1,131 | 2025 | |
| 510 | HEAVEN HILL DISTILLERIES, INC. FLEXIBLE BENEFITS PLAN | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans