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Sponsor portfolio

JC FOODSERVICE, INC.

EIN 95-4655620-Wholesale Trade-Latest filing 2025
Plans
3
Retirement
2
$98.6M assets
Welfare
1
$1.5M premiums
Participants
492
17708 ROWLAND STREET - CITY OF INDUSTRY, CA 91748626-308-1919
Plans on this EIN
3 filings
#003ESOP-$73.6M - 168 part#001401k-$24.9M - 152 part#501Fully Insured-$1.5M - 254 lives

Retirement portfolio analytics

2 plans aggregated / $98.6M assets / 320 participants

Assets by plan

Share of aggregate retirement assets

75%top
  • EMPLOYEE STOCK OWNERSHIP (#003)75%
  • FOODSERVICE, INC. 401(K) (#001)25%
Total $98.6MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
75%top
  • (Not disclosed)75%
  • JOHN HANCOCK LIFE INSURANCE COMPANY25%
Total $98.6MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#003)168
  • FOODSERVICE, INC. 401(K) (#001)152
Total 320Click row to drill in

Benefits portfolio analytics

1 plan / $1.5M premiums / 254 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.2M
  • Life$267K
  • Dental$156K
  • Vision$156K
  • Other$156K
Total $1.5M5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
89%top
  • AETNA LIFE INSURANCE COMPANY89%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA11%
Total $1.5M2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ACRISURE LLC100%
Total $81K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

ACTION SALES EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$73.6M
Participants168
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

JC FOODSERVICE, INC. 401(K) PLAN

401k

Assets$24.9M
Participants152
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

JC FOODSERVICE, INC.DBA ACTION SALES HEALTH AND WELFARE PLAN

Fully Insured - AETNA LIFE INSURANCE CO.

Premiums$1.5M
Covered lives254
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
003ACTION SALES EMPLOYEE STOCK OWNERSHIP PLANESOP$73.6M1682025
001JC FOODSERVICE, INC. 401(K) PLAN401k$24.9M1522025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501JC FOODSERVICE, INC.DBA ACTION SALES HEALTH AND WELFARE PLANFully InsuredAETNA LIFE INSURANCE CO.$1.5M2542025
Retirement plans
Welfare plans
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