Assets by plan
Share of aggregate retirement assets
Filings through .
Heaven Hill Distilleries, Inc.
EIN 61-0402960ManufacturingLatest filing 2025
Plans
5
Retirement
2
$113.7M assets
Health & Benefits
3
$7.8M premiums
Participants
2,784
815 N. WHITTINGTON PKWY - LOUSVILLE, KY 40222502-337-9558
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
Retirement portfolio analytics
2 plans aggregated / $113.7M assets / 1,372 participants
Recordkeeper share
DC plan assets by Schedule C recordkeeper
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $7.8M premiums / 2,262 covered lives
Coverage 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
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
HEAVEN HILL DISTILLERIES, INC. SAVINGS AND RETIREMENT PLAN FOR SALARIED EMPLOYEES
401(k)
Assets$76.9M
Participants893
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
HEAVEN HILL DISTILLERIES, INC. SAVINGS AND RETIREMENT PLAN FOR COLLECTIVE BARGAINING EMPLOYEES
401(k)
Assets$36.9M
Participants479
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#512
HEAVEN HILL BRANDS, INC. UNION EMPLOYEE BENEFITS PLAN
Mixed - ANTHEM HEALTH PLANS OF KENTUCKY, INC
Premiums$4.0M
Covered lives1,131
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#511
HEAVEN HILL BRANDS, INC. EMPLOYEE BENEFITS PLAN
Mixed - ANTHEM HEALTH PLANS OF KENTUCKY, INC
Premiums$3.8M
Covered lives1,131
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#510
HEAVEN HILL DISTILLERIES, INC. FLEXIBLE BENEFITS PLAN
Self-funded
Premiums$0
Covered lives0
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | HEAVEN HILL DISTILLERIES, INC. SAVINGS AND RETIREMENT PLAN FOR SALARIED EMPLOYEES | 401(k) | $76.9M | 893 | 2025 |
| #002 | HEAVEN HILL DISTILLERIES, INC. SAVINGS AND RETIREMENT PLAN FOR COLLECTIVE BARGAINING EMPLOYEES | 401(k) | $36.9M | 479 | 2025 |
- #003 · 401(k) · 2025893
- HEAVEN HILL DISTILLERIES, INC. SAVINGS AND RETIREMENT PLAN FOR COLLECTIVE BARGAINING EMPLOYEES$36.9M#002 · 401(k) · 2025479
Health & Benefits plans
3 plans on this EIN
| 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 |
- #512 · Mixed · ANTHEM HEALTH PLANS OF KENTUCKY, INC · 20251,131
- #511 · Mixed · ANTHEM HEALTH PLANS OF KENTUCKY, INC · 20251,131
- #510 · Self-funded · 20250
Retirement plans
Health & Benefits plans