Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 3 health and benefits plans.
2 plans aggregated / $18.5M assets / 979 participants
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
Active + retired + deferred vested
3 plans / $1.1M premiums / 943 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
403(b)
Other DC
Self-funded - SUN LIFE ASSURANCE COMPANY OF CANADA
Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA
Fully insured - SUN LIFE ASSURANCE COMPANY OF CANADA
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #005 | MEMORIAL HOSPITAL EMPLOYEE'S TAX DEFERRED ANNUITY PLAN | 403(b) | $14.2M | 499 | 2025 |
| #004 | MEMORIAL HOSPITAL EMPLOYEE'S PENSION PLAN | Other DC | $4.3M | 480 | 2025 |
3 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | MEMORIAL HOSPITAL HEALTH PLAN | Self-funded | SUN LIFE ASSURANCE COMPANY OF CANADA | $757K | 217 | 2025 |
| #505 | MEMORIAL HOSPITAL EMPLOYEES GROUP DENTAL AND VISION PLAN | Fully insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $207K | 363 | 2025 |
| #504 | MEMORIAL HOSPITAL EMPLOYEES' GROUP LIFE PLAN | Fully insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $140K | 363 | 2025 |