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
401k
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 101 | NEW CASTLE STAINLESS PLATE, LLC. WAGE RETIREMENT INCOME PLAN FOR MEMBERS OF UAW LOCAL 729 | TraditionalDB | $14.5M | 164 | 2024 | |
| 002 | NCSP SALARY 401K PLAN | 401k | $14.4M | 42 | 2025 | |
| 006 | NCSP BU 401K PLAN | 401k | $11.6M | 59 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | NEW CASTLE STAINLESS, LLC GROUP INSURANCE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $136K | 134 | 2025 |