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
401k
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | US ACUTE CARE SOLUTIONS PROFIT SHARING/401(K) PLAN AND TRUST | 401k | $2.31B | 10,302 | 2025 | |
| 003 | UH CLINICAL ASSOCIATES, LLC 401(K) RETIREMENT PLAN | 401k | $21.2M | 181 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | USACS MANAGEMENT GROUP LTD. EMPLOYEE BENEFITS PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $7.8M | 4,950 | 2025 |