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
ProfitSharing
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | FREEMAN EMPLOYEE SAVINGS PLAN | 403b | $213.3M | 5,485 | 2024 | |
| 001 | FREEMAN RETIREMENT PLAN | ProfitSharing | $119.6M | 5,211 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | FREEMAN HOSPITAL EMPLOYEE HEALTH CARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $3.3M | 4,913 | 2024 |