Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SUNCOR ENERGY (U.S.A.) INC.
EIN 51-0403125oil & energyLatest filing 2025
Plans
3
Retirement
2
$324.0M assets
Welfare
1
$1.3M premiums
Participants
2,094
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $324.0M assets / 1,546 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $1.3M premiums / 1,537 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$1.3M
- Life$920K
- Long-term disability$920K
- Dental$334K
- Vision$334K
- Stop-loss$334K
Carrier market share
Premium dollars by Schedule A carrier
73%top
- METROPOLITAN LIFE INSURANCE COMPANY73%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY27%
Broker market share
Schedule A broker compensation
100%top
- WILLIS TOWERS WATSON US LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
SUNCOR ENERGY 401(K) SAVINGS PLAN
401k
Assets$230.3M
Participants794
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
SUNCOR ENERGY US PENSION PLAN
CashBalance
Assets$93.7M
Participants752
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SUNCOR ENERGY HEALTH AND WELFARE BENEFITS PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$1.3M
Covered lives1,537
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SUNCOR ENERGY 401(K) SAVINGS PLAN | 401k | $230.3M | 794 | 2025 | |
| 003 | SUNCOR ENERGY US PENSION PLAN | CashBalance | $93.7M | 752 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SUNCOR ENERGY HEALTH AND WELFARE BENEFITS PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $1.3M | 1,537 | 2025 |
Retirement plans
Welfare plans