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
ESOP
401k
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | BASDEN STEEL CORP EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $44.3M | 501 | 2024 | |
| 001 | BASDEN STEEL CORPORATION 401(K) RETIREMENT SAVINGS PLAN | 401k | $9.6M | 1,000 | 2024 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | BASDEN STEEL CORPORATION HEALTH AND WELFARE BENEFIT PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $706K | 602 | 2025 |