Assets by plan
Share of aggregate retirement assets
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.
3 plans aggregated / $36.6M assets / 691 participants
Share of aggregate retirement assets
Active + retired + deferred vested
1 plan / $144K premiums / 130 covered lives
Premium dollars by benefit type (bundled lines overlap)
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
403(b)
403(b)
403(b)
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
3 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SALEM ACADEMY AND COLLEGE FACULTY DEFINED CONTRIBUTION RETIREMENT PLAN | 403(b) | $25.1M | 317 | 2025 |
| #004 | SALEM ACADEMY AND COLLEGE TAX DEFERRED ANNUITY PLAN | 403(b) | $10.0M | 305 | 2025 |
| #002 | SALEM ACADEMY AND COLLEGE STAFF DEFINED CONTRIBUTION RETIREMENT PLAN | 403(b) | $1.4M | 69 | 2025 |
1 plan on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #506 | SALEM ACADEMY AND COLLEGE HEALTH AND WELFARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $144K | 130 | 2025 |