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
CashBalance
401k
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AMERICAN AGRICULTURAL INSURANCE COMPANY EMPLOYEES' RETIREMENT PLAN | CashBalance | $45.4M | 159 | 2025 | |
| 002 | AMERICAN AGRICULTURAL INSURANCE COMPANY EMPLOYEES SAVINGS TRUST | 401k | $34.5M | 173 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AMERICAN AGRICULTURAL INSURANCE COMPANY AND AFFILIATED COMPANIES WELFARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $282K | 251 | 2025 |