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
401k
401k
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 004 | 401(K) PROFIT SHARING PLAN OF THE ARC MINNESOTA, INC. | 401k | $6.4M | 173 | 2024 | |
| 005 | TAX DEFERRED ANNUITY PLAN OF THE ARC OF MINNESOTA | 401k | $532K | 13 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | THE ARC MINNESOTA EMPLOYEE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $124K | 101 | 2024 |