Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
ESOP
401k
Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Fully Insured - LINCOLN NATIONAL LIFE INSURANCE COMPANY
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
Self Funded - SUN LIFE ASSURANCE COMPANY OF CANADA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | HARPS FOOD STORES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $305.5M | 3,922 | 2024 | |
| 001 | HARPS FOOD STORES, INC. 401(K) PLAN | 401k | $39.7M | 5,551 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | HARPS PRIMARY LIFE INSURANCE PLAN | Fully Insured | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $356K | 5,407 | 2025 | |
| 507 | HARPS VOLUNTARY LTD INSURANCE PLAN | Fully Insured | LINCOLN NATIONAL LIFE INSURANCE COMPANY | $206K | 86 | 2025 | |
| 504 | HARPS ACCIDENTAL LIFE INSURANCE | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $36K | 223 | 2025 | |
| 501 | HARPS FOOD STORES EMPLOYEE BENEFIT PLAN | Self Funded | SUN LIFE ASSURANCE COMPANY OF CANADA | $0 | 1,262 | 2025 |