Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$544K
- Other$239K
- Life$156K
- Short-term disability$156K
- Long-term disability$156K
Sponsor portfolioTH
SUNSHINE RETIREMENT LIVING LLC
EIN 27-2259301hospitalityLatest filing 2025
Plans
2
Retirement
1
$6.9M assets
Welfare
1
$783K premiums
Participants
1,810
1080 MT BACHELOR DRIVE SUITE 200 - BEND, OR 97702541-323-4239sunshineretirementliving.comLinkedIn1001-5000 employeeshospitality
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $783K premiums / 424 covered livesCarrier market share
Premium dollars by Schedule A carrier
69%top
- SUN LIFE ASSURANCE COMPANY OF CANADA69%
- SYMETRA LIFE INSURANCE COMPANY31%
Broker market share
Schedule A broker compensation
98%top
- ALLIANT INSURANCE SERVICES, INC.98%
- IMA, INC.2%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN
401k
Assets$6.9M
Participants1,381
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503
SUNSHINE RETIREMENT LIVING LLC HEALTH & WELFARE BENEFIT PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$783K
Covered lives424
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUNSHINE RETIREMENT LIVING LLC 401(K) PLAN | 401k | $6.9M | 1,381 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | SUNSHINE RETIREMENT LIVING LLC HEALTH & WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $783K | 424 | 2025 |
Retirement plans
Welfare plans