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  2. H.E.BUTT GROCERY COMPANY
Sponsor portfolioTH

H.E.BUTT GROCERY COMPANY

EIN 74-0537175-retail-Latest filing 2024
Plans
6
Retirement
2
$5.90B assets
Welfare
4
$60.1M premiums
Participants
482,266
646 SOUTH FLORES STREET - SAN ANTONIO, TX 78204210-938-8000austinheb.comLinkedIn5001-10000 employeesretail
Plans on this EIN
6 filings
#001401k-$4.33B - 122,477 part#002ProfitSharing-$1.56B - 126,964 part#507Mixed-$57.3M - 66,943 lives#502Mixed-$2.4M - 6,392 lives#506Mixed-$324K - 149,548 lives#505Self Funded-0 lives

Retirement portfolio analytics

2 plans aggregated / $5.90B assets / 249,441 participants

Assets by plan

Share of aggregate retirement assets

73%top
  • & RETIREMENT PLAN (#001)73%
  • PARTNER STOCK PLAN (#002)27%
Total $5.90BClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
73%top
  • CONDUENT HR CONSULTING, LLC73%
  • (Not disclosed)27%
Total $5.90BClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PARTNER STOCK PLAN (#002)126,964
  • & RETIREMENT PLAN (#001)122,477
Total 249,441Click row to drill in

Benefits portfolio analytics

4 plans / $60.1M premiums / 222,883 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$27.7M
  • Long-term disability$19.6M
  • Vision$10.7M
  • Other$2.0M
Total $60.1M4 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
49%top
  • PRUDENTIAL INSURANCE COMPANY OF AMERICA49%
  • THE LINCOLN NATIONAL LIFE INSURANCE COMPANY33%
  • VISION SERVICE PLAN18%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA1%
Total $60.1M4 slices

Broker market share

Schedule A broker compensation

Split broker
69%top
  • MERCER HEALTH AND BENEFITS, LLC69%
  • IMG31%
Total $47K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

H-E-B SAVINGS & RETIREMENT PLAN

401k

Assets$4.33B
Participants122,477
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

H-E-B PARTNER STOCK PLAN

ProfitSharing

Assets$1.56B
Participants126,964
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#507

H E BUTT GROCERY COMPANY WELFARE BENEFIT PLAN

Mixed - LINCOLN NATIONAL LIFE INSURANCE COMPANY

Premiums$57.3M
Covered lives66,943
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#502

H E BUTT GROCERY COMPANY RETIREE WELFARE BENEFIT PLAN

Mixed - PRUDENTIAL INSURANCE COMPANY OF AMERICA

Premiums$2.4M
Covered lives6,392
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#506

H E BUTT GROCERY COMPANY WORK INJURY BENEFIT PLAN

Mixed - FEDERAL INSURANCE COMPANY

Premiums$324K
Covered lives149,548
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#505

HEB HEALTH AND DEPENDENT CARE REIMBURSEMENT PLAN

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001H-E-B SAVINGS & RETIREMENT PLAN401k$4.33B122,4772024
002H-E-B PARTNER STOCK PLANProfitSharing$1.56B126,9642024

Welfare plans4

Plan #NameFundingCarrierPremiumsCoveredLatest year
507H E BUTT GROCERY COMPANY WELFARE BENEFIT PLANMixedLINCOLN NATIONAL LIFE INSURANCE COMPANY$57.3M66,9432024
502H E BUTT GROCERY COMPANY RETIREE WELFARE BENEFIT PLANMixedPRUDENTIAL INSURANCE COMPANY OF AMERICA$2.4M6,3922024
506H E BUTT GROCERY COMPANY WORK INJURY BENEFIT PLANMixedFEDERAL INSURANCE COMPANY$324K149,5482024
505HEB HEALTH AND DEPENDENT CARE REIMBURSEMENT PLANSelf Funded-$002024
Retirement plans
Welfare plans
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