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
403b
TraditionalDB
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | 403(B) THRIFT PLAN FOR EMPLOYEES OF AFFINIA HEALTHCARE | 403b | $28.4M | 548 | 2024 | |
| 001 | AFFINIA HEALTHCARE PENSION PLAN | TraditionalDB | $15.2M | 344 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GROUP LIFE INSURANCE PLAN OF AFFINIA HEALTHCARE | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $570K | 434 | 2025 |