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Original filing (PDF)20260223101311NAL0001577024001
HY-VEE, INC.
Form 5500
FILING_RECEIVED
HY-VEE AFFILIATES' BENEFIT PLAN AND TRUST
Health & welfare plan
Signals · 3
~4241 bps in Sched C feesNo recordkeeper disclosed10 service providers
Active participants
16,054
Accounts w/ balance
—
Plan assets (EOY)
$28.5M
Net assets (EOY)
$371K
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 4241 bps in Schedule C fees — 14525% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for HY-VEE, INC..
Plan sponsor
Name
HY-VEE, INC.
EIN
42-0325638
Address
5820 WESTOWN PARKWAY · WEST DES MOINES, IA · 50266
Phone
(515) 267-2800
Industry
Supermarkets & Other Grocery Stores· Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-09-30
Tax period
2025-09-28
Filed
2026-02-23
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4F · Temporary Disability (accident and sickness)
4L · Death Benefits (other than life insurance)
Audit & trust (Schedule H)
Auditor
RSM US LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
10 rowsOther
10| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLMARK BCBS | 42-0318333 | — | NONE | $4.8M | — |
| UMR | 39-1995726 | — | NONE | $2.9M | — |
| WELLMARK HEALTH PLAN | 42-1455449 | — | NONE | $1.2M | — |
| VIVID CLEAR RX | 85-3351935 | — | NONE | $880K | — |
| DELTA DENTAL | 42-0959302 | — | NONE | $699K | — |
| GROUP ADMINISTRATORS | 36-3381052 | — | NONE | $667K | — |
| THE LINCOLN NATIONAL LIFE INS CO | 35-0472300 | — | NONE | $372K | — |
| OUTCOMES, INC. | 45-4156169 | — | NONE | $240K | — |
| NAVIGATE WELLBEING | 27-2536219 | — | NONE | $168K | — |
| HOLMES MURPHY FINANCIAL SERVICES | 42-0985055 | — | NONE | $150K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
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