Assets by plan
Share of aggregate retirement assets
100%top
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
401k
401k
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | ABC SUPPLY COMPANY EMPLOYEES' SAVINGS & RETIREMENT PLAN | 401k | $1.25B | 21,234 | 2024 | |
| 003 | ABC SUPPLY COMPANY UNION EMPLOYEES' SAVINGS & RETIREMENT PLAN | 401k | $1.6M | 37 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | ABC SUPPLY GROUP HEALTH AND WELFARE BENEFIT PLAN | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $12.0M | 19,207 | 2025 |