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
Fully Insured - SUN LIFE ASSURANCE COMPANY OF CANADA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CARERITE CENTERS, LLC 401(K) PLAN | 401k | $31.8M | 2,657 | 2024 | |
| 001 | CARERITE CENTERS, LLC CORPORATE 401K PROFIT SHARING PLAN | 401k | $2.0M | 100 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | CARERITE CENTERS, LLC WELFARE BENEFIT PLAN | Fully Insured | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.9M | 1,090 | 2024 |