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
TraditionalDB
401k
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SMITHVILLE TELEPHONE COMPANY, INC. PENSION PLAN | TraditionalDB | $26.3M | 205 | 2024 | |
| 002 | SMITHVILLE TELEPHONE COMPANY, INC. 401(K) SAVINGS PLAN | 401k | $8.8M | 240 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SMITHVILLE COMMUNICATIONS, INC. EMPLOYEE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $212K | 201 | 2025 |