Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
2 plans aggregated / $117.1M assets / 627 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
1 plan / $210K premiums / 229 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
401(k)
Profit-sharing
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | ASSURANCE TECHNOLOGY CORPORATION 401(K) SAVINGS PLAN | 401(k) | $72.8M | 375 | 2025 |
| #001 | ASSURANCE TECHNOLOGY CORPORATION PROFIT-SHARING TRUST | Profit-sharing | $44.2M | 252 | 2024 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #502 | ASSURANCE TECHNOLOGY CORPORATION AND AFFILIATES HEALTH BENEFITS PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $210K | 229 | 2025 |