Assets by plan
Share of aggregate retirement assets
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
401k
CashBalance
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | TPC GROUP RETIREMENT SAVINGS PLAN | 401k | $164.9M | 694 | 2024 | |
| 003 | TPC GROUP LLC CASH BALANCE PLAN FOR REPRESENTED EMPLOYEES | CashBalance | $13.3M | 74 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | TPC GROUP LLC HEALTH AND WELFARE PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $934K | 1,711 | 2025 |