Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Stop-loss$1.2M
- Other$212K
- Life$190K
- Long-term disability$59K
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
401k
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | V. ALEXANDER & CO., INC. SAVINGS PLAN | 401k | $36.0M | 249 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | V. ALEXANDER & CO., INC. EMPLOYEE BENEFITS PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $1.5M | 204 | 2025 |