Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Health$1.5M
- Dental$98K
- Vision$98K
- Other$70K
- Life$45K
- Short-term disability$31K
- +1 more
Sponsor portfolio
SUN DEVELOPMENT & MANAGEMENT CORPORATION
EIN 35-1929796hospitalityLatest filing 2024
Plans
2
Retirement
1
$670K assets
Welfare
1
$1.7M premiums
Participants
905
5701 PROGRESS ROAD - INDIANAPOLIS, IN 46241317-247-5500sun-companies.comLinkedIn501-1000 employeeshospitality
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $1.7M premiums / 391 covered livesCarrier market share
Premium dollars by Schedule A carrier
88%top
- ANTHEM LIFE INSURANCE COMPANY88%
- UNUM LIFE INSURANCE COMPANY OF AMERICA6%
- STARMOUNT LIFE INSURANCE COMPANY6%
Broker market share
Schedule A broker compensation
78%top
- DYJAK MARQUARDT ASSOCIATES78%
- CENTRO BENEFITS RESEARCH LLC11%
- ACRISURE LLC11%
- CUSTOM BENEFIT PROGRAMS INC0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SUN COMPANIES 401(K) PLAN
401k
Assets$670K
Participants514
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502
SUN DEVELOPMENT & MANAGEMENT CORPORATION WELFARE BENEFIT PLAN
Fully Insured - ANTHEM INSURANCE COMPANIES
Premiums$1.7M
Covered lives391
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUN COMPANIES 401(K) PLAN | 401k | $670K | 514 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | SUN DEVELOPMENT & MANAGEMENT CORPORATION WELFARE BENEFIT PLAN | Fully Insured | ANTHEM INSURANCE COMPANIES | $1.7M | 391 | 2024 |
Retirement plans
Welfare plans