Assets by plan
Share of aggregate retirement assets
88%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
ESOP
401k
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MEAD LUMBER EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST | ESOP | $391.1M | 1,291 | 2025 | |
| 001 | MEAD LUMBER 401K PLAN | 401k | $53.1M | 1,263 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 502 | MEAD WELFARE BENEFITS PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $752K | 1,553 | 2025 |