Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
3 plans aggregated / $83.1M assets / 503 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $740K premiums / 141 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.
Traditional DB
401(k)
403(b)
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | INTERNATIONAL FOUNDATION EMPLOYEES RETIREMENT PLAN | Traditional DB | $54.6M | 323 | 2025 |
| #002 | INTERNATIONAL FOUNDATION EMPLOYEE THRIFT PLAN | 401(k) | $27.8M | 173 | 2025 |
| #001 | WELLNESS COUNCIL OF AMERICA RETIREMENT PLAN | 403(b) | $631K | 7 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | INTERNATIONAL FOUNDATION HEALTH CARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $740K | 141 | 2025 |