Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
401k
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PENN POWER GROUP, LLC NON-UNION 401(K) PLAN | 401k | $32.5M | 603 | 2024 | |
| 003 | PENN POWER GROUP, LLC UNION 401(K) PLAN | 401k | $8.1M | 167 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 510 | PDDA HOLDINGS, LLC WELFARE BENEFITS WRAP PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $229K | 511 | 2025 |