Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$153K
- Life$151K
- Short-term disability$151K
- Long-term disability$151K
- Dental$59K
- Vision$59K
Filings through .
Health & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
2 plans / $212K premiums / 102 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.
Profit-sharing
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Self-funded
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | PINELEAF INVESTMENTS, INC. PROFIT SHARING PLAN | Profit-sharing | $2.5M | 369 | 2025 |
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | PINE LEAF INVESTMENTS, INC. EMPLOYEE BENEFITS PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $212K | 102 | 2025 |
| #502 | PINE LEAF INVESTMENTS, INC. GCF BENEFIT PLAN | Self-funded | - | $0 | 0 | 2025 |