Assets by plan
Share of aggregate retirement assets
84%top
Share of aggregate retirement assets
Active + retired + deferred vested
Premium dollars by benefit type (bundled lines overlap)
Premium dollars by Schedule A carrier
Schedule A broker compensation
ProfitSharing
CashBalance
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | SOUTHLAND STEEL FABRICATORS, INC. 401(K) PLAN AND TRUST | ProfitSharing | $4.5M | 604 | 2024 | |
| 002 | SOUTHLAND STEEL FABRICATORS, INC. DEFINED BENEFIT PLAN AND TRUST | CashBalance | $848K | 276 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | SOUTHLAND STEEL FABRICATORS INC. WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $851K | 361 | 2024 |