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
TraditionalDB
TraditionalDB
Mixed - LIFE INSURANCE COMPANY OF NORTH AMERICA
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | UNITED SUGAR PRODUCERS AND REFINERS COOPERATIVE 401(K) PARTNERSHIP PLAN | 401k | $39.1M | 219 | 2024 | |
| 002 | RETIREMENT PLAN A FOR EMPLOYEES OF UNITED SUGAR PRODUCERS AND REFINERS COOPERATIVE | TraditionalDB | $20.8M | 35 | 2025 | |
| 003 | RETIREMENT PLAN B FOR EMPLOYEES OF UNITED SUGAR PRODUCERS AND REFINERS COOPERATIVE | TraditionalDB | $1.7M | 33 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | UNITED SUGAR PRODUCERS AND REFINERS COOPERATIVE WELFARE BENEFIT PLAN | Mixed | LIFE INSURANCE COMPANY OF NORTH AMERICA | $168K | 232 | 2025 |