Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
DC plan assets by Schedule C recordkeeper
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 | OMAHA STEAKS 401(K) PLAN | 401k | $107.8M | 1,059 | 2025 | |
| 003 | OMAHA STEAKS UNION 401(K) PLAN | 401k | $16.2M | 426 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | GROUP INSURANCE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $2.2M | 1,033 | 2025 |