Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
ESOP
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | C & J INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN | 401k | $14.4M | 315 | 2024 | |
| 001 | C & J INDUSTRIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $3.7M | 277 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | C & J INDUSTRIES HEALTH PROTECTION PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $700K | 408 | 2025 |