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
401k
TraditionalDB
Mixed - THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 010 | SUNSWEET GROWERS INC, 401(K) PLAN | 401k | $74.7M | 428 | 2024 | |
| 002 | SUNSWEET HOURLY PENSION PLAN | TraditionalDB | $5.9M | 184 | 2024 | |
| 001 | SUNSWEET GROWERS INC. UNION EMPLOYEES 401(K) PLAN | 401k | $5.1M | 395 | 2025 | |
| 011 | SUNSWEET GROWERS DEFINED BENEFIT PENSION PLAN | TraditionalDB | $3.2M | 34 | 2025 |
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 503 | SUNSWEET GROWERS INC. EMPLOYEE HEALTH AND WELFARE BENEFIT PLAN | Mixed | THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | $399K | 274 | 2025 |