The Canadian Source Of Employee Pension Fund Investment And Benefits Plan Management

Directories

Group Benefits And Group Retirement

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Benefits and Pensions Monitor makes no representations or warranties as to the availability, accuracy or completeness of any information contained herein and expressly disclaims any obligation to update said information. Benefits and Pensions Monitor further assumes no liability or responsibility for any errors or omissions in the content of this report.

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All amounts shown are as of December 31, 2017

Group Retirement

DESJARDINS INSURANCE
David Charbonneau, Vice-president, Group Retirement Savings; 1050 Beaver Hall, 16th Floor, Montreal, QC H2Z 0A5
PH: 514-350-8700
Fax: 514-285-8766
eMail: david.charbonneau@dfs.ca
Web: www.desjardinslifeinsurance.com
Group Pension Premiums & Deposits: $1,689.6M1
Group Pension Assets: $13,614.7M2
Products/Services: Participant Education; Plan Management Services, Investment Solutions; DC Plans, Group RRSPs, DPSPs, Non-registered Plans, Simplified Pension Plans, Individual Pension Plans, Defined Benefits Plans, Investment-only Plans, Single Premium Annuities, TFSA, VRSP, and RIF/LIF/Annuities
Client Profile (By # of Employees)
1 to 100: 9,1773
101 to 500: 4694
501 to 1,000: 615
1,000+: 42
1 - starting this year, amount includes single premiums deposits (125.1M$)
2 - starting this year, amount includes single premiums assets (2632.3M$)
3 - starting this year, amount includes number of clients from single premiums
4 - starting this year, amount includes number of clients from single premiums
5 - starting this year, amount includes number of clients from single premiums

GREAT-WEST LIFE ASSURANCE COMPANY
Jeff Aarssen, Leader, Group Customer Sales; 6E - 255 Dufferin Ave., London, ON N6A 4K1
PH: 519-435-7038
Fax: 519-435-7800
eMail: Jeff.Aarssen@gwl.ca
Web: www.grsaccess.com
Group Pension Premiums & Deposits: $7,056.2M
Group Pension Assets: $56,705M
Products/Services: Products - RPP/SPP, DPSP, EPSP, RRSP, PRPP, VRSP, TFSA, NRSP, Investment-only, Group LIF, Group RRIF, Annuities, Deferred Salary Leave Plan, Employee Benefit Plans; Longevity Insurance Services - CAP Recordkeeping; Customizable Communication Materials; Online Enrollment; Educational & Transactional Websites for Members, Plan Sponsors, Advisors; Bilingual Toll-free Client Service Centre; Customizable Education Seminars & Videos; Sponsor Safeguards & Compliance Program; Third-party Financial Planning Website & Seminars; Retirement Income Planning; Member Investment Selection Service; Personalized Member Statement Illustrations
Client Profile (By # of Employees)
1 to 100: 7,813
101 to 500: 1,313
501 to 1,000: 210
1,000+: 201

INDUSTRIAL ALLIANCE INSURANCE AND FINANCIAL SERVICES INC.
Valérie Lelièvre, Senior Director, Marketing, Group Benefits and Retirement Solutions; 1080 Grande Allee W., Quebec City, QC G1K 7M3
PH: 418-684-5000
eMail: valerie.lelievre@ia.ca
Web: www.ia.ca
Group Pension Premiums & Deposits: $1,603.4M
Group Pension Assets: $9,868.2M
Products/Services: Defined Contribution Plans, Registered Pension Plans, Simplified Pension Plans, Registered Retirement Savings Plans, Deferred Profit Sharing Plans, Tax-free Savings Accounts, Defined Benefit Plans, Registered Pension Plans, Individual Pension Plans (IPPs), Retirement Compensation Arrangements, Annuity Products, Insured or Guaranteed Annuities, Registered Retirement Income Funds, Life Income Funds, Investment-only Services, Dynamic Asset Management, Pooled Funds & Guaranteed Investments, Life Cycle Portfolios, Customized Life Cycle Portfolios
Client Profile (By # of Employees)
1 to 100: 10,680
101 to 500: 531
501 to 1,000: 36
1,000+: 34

LA CAPITALE ASSUREUR DE L'ADMINISTRATION PUBLIQUE INC.
Martin Bedard, Vice-president - Sales & Marketing - Group Insurance; 625, Jacques-Parizeau St., Quebec City, QC G1R 2G5
PH: 418-646-2983
Fax: 418-644-4352
eMail: martin.bedard@lacapitale.com
Web: www.lacapitale.com
Group Pension Assets: $7.7M
Products/Services: Group Annuities, Group RRSP
Client Profile (By # of Employees)
1 to 100: 4

OPEN ACCESS
Sarah Campbell, Marketing Communications Manager; 1 Richmond St W., Toronto, ON M5H 3W4
PH: 416-364-8877
Fax: 416-955-4878
eMail: inquiry@openaccessltd.com
Web: www.openaccessltd.com
Group Pension Assets: $220M
Products/Services: Registered Retirement Savings Plans, Defined Contribution Plans, Deferred Profit Sharing Plans, Defined Benefit Plans
Client Profile (By # of Employees)
1 to 100: 160
101 to 500: 19
501 to 1,000: 1

Group Benefits

ALBERTA BLUE CROSS
Jerry Rudelic, Vice-president, Group; 10009 108 St. N.W., Edmonton, AB T5J 3C5
PH: 780-498-8291
Fax: 780-498-8989
eMail: jrudelic@ab.bluecross.ca
Web: www.ab.bluecross.ca
Net Premiums -
Group Life: $42.4M
Group Health: $126.3M
ASO: $946.5M
Products/Services: Provider of supplementary health & dental benefits in western Canada, administering thousands of group & individuals plans, in addition to a number of government sponsored programs; Offers group clients a full range of products & services including benefits for Extended Health, Pay Direct or Reimbursement Drug Plans, Dental, Life Insurance, AD&D, WI, LTD, Critical Conditions Benefits, Employee & Family Assistance Programs, Medical Second Opinion, Health Spending Accounts, Wellness Spending Accounts, Flexible Benefit Plans, Out-of-Canada Emergency Medical, Drug Program Management, Individual Health & Dental Plans

DESJARDINS INSURANCE
François-Joseph Poirier, Vice-president, Group and Business Insurance, Business Development Administrative Department; 95 St. Clair Ave. W., 3rd Floor, Toronto, ON M4V 1N7
PH: 877-906-5551
Fax: 416-926-2667
eMail: FrancoisJoseph.Poirier@dfs.ca
Web: www.desjardinslifeinsurance.com
Net Premiums -
Group Life: $517.1M
Group Health: $2,286M
ASO: $229.2M
Products/Services: Life insurance, AD&D, extended healthcare insurance (drug benefit, vision care, travel insurance and assistance, other fees), dental care, health spending account, wellness account, insurance for plan members working abroad, insurance for temporary residents, drug management programs and drug cards (patient support program for specialty drugs, prior authorization drugs, Tiered Plan with Dynamic Therapeutic Formulary, Active Pharmacy, preferred provider network). Short-term disability, long-term disability, disability management advisory services, critical illness insurance, health and wellness (Health Is Cool 360° platform, EAP programs, manager assistance program, Health Assistance service, Health PACT, sleep disorder solutions). Secure sites for plan administrators and plan members, mobile applications for plan members (Claim 3600 and Travel Solutions), Drug Cost Simulator, transfer of electronic data, flexible benefits, self-insured benefits (ASO, BASO, Cost Plus).

EQUITABLE LIFE OF CANADA
Dave Bennett, Senior Vice-president, Group; 1 Westmount Rd. N., Waterloo, ON N2J 4C7
PH: 519-904-8034
Fax: 519-883-7400
eMail: davebennett@equitable.ca
Web: www.equitable.ca
Net Premiums -
Group Life: $33.3M
Group Health: $250.3M
ASO: $87.6M
Products/Services: Life, Dependent Life, Opt Life, CI, AD&D, STD, LTD, Health, Dental, HCSA, EAP, Feeling Better Now, Second Medical Opinion, Health Risk Assessment

GREEN SHIELD CANADA
Carmen Hogan, Vice-president, Sales and Service; 5160 Yonge St., Ste. 500, Toronto, ON M2N 7C7
PH: 416-221-7001
eMail: carmen.hogan@greenshield.ca
Web: www.greenshield.ca
Net Premiums -
Group Health: $512.7M
ASO: $1,645.3M
Products/Services: Dental Drug (including Pay-Direct and Deferred) Extended Health Services (including Vision) Emergency Travel Assistance Flexible Benefits Health Care Spending Account Personal (Taxable) Spending Account Wellness Programs Employee and Family Assistance Plans Legal Assistance Individual Health and Dental Group Conversion Proprietary Adjudication System White Label Claims Systems Adjudication Services Preferred Provider Networks Website and Online Services Standard and Custom Communication Services Toll-free Customer Service Centre

INDUSTRIAL ALLIANCE INSURANCE AND FINANCIAL SERVICES INC.
Valérie Lelièvre, Senior Director, Marketing, Group Benefits and Retirement Solutions; 1080 Grande Allee W., Quebec City, QC G1K 7M3
PH: 418-684-5000
eMail: valerie.lelievre@ia.ca
Web: www.ia.ca
Net Premiums -
Group Life: $108.9M
Group Health: $911M
ASO: $116M
Products/Services: AD&D, Absence Management Programs, Claims Assessment, Cost Plus, Critical Illness, Dental Care, Disability Management Consulting, Drugs Management Programs & Drug Cards, Early Intervention Program, EDI Dental, Employee Assistance Program, Extended Health Care, Flexible Benefits Plans, Health Spending Accounts, Taxable Spending Accounts, Internet-based Administration Tool, Living Benefits, Long-term Disability, Medical Navigation System, Paid Up Life, Preferred Pharmacy, Preferred Provider Network, Rehabilitation Services, Services for Salary Continuance Plans, Short-term Disability, Term Life, Travel Assistance/Trip Cancellation, Expatriate/Inpatriate Medical Coverage, Wellness Programs

JOHNSTON GROUP INC.
Jackie Olinkin, Manager, Marketing Services; 1051 King Edward St., Winnipeg, MB R3H 0R4
PH: 204-774-6677
Fax: 204-774-6698
eMail: info@johnstongroup.ca
Web: www.johnstongroup.ca
Products/Services: Insured Programs & Claims Management, ASO Programs & Claims Management, Contract Administration

LA CAPITALE ASSUREUR DE L'ADMINISTRATION PUBLIQUE INC.
Martin Bedard, Vice-president - Sales & Marketing - Group Insurance; 625, rue Jacques-Parizeau, Quebec City, QC G1R 2G5
PH: 418-646-2983
Fax: 418-644-4352
eMail: martin.bedard@lacapitale.com
Web: www.lacapitale.com
Net Premiums -
Group Life: $52M
Group Health: $561M
ASO: $17M
Products/Services: Dental Only, Drug Only, Extended Healthcare, Supplementary Hospital, Long-term Disability, Weekly Indemnity, Flexible Benefits Plan, Employee Assistance Program, Wellness Programs, Critical Illness, Health Savings Account, Employee Booklets & Reference Materials, Eligibility Data Submitted Electronically To Adjudicator, Legal Assistance Insurance, Work Attendance Management Programs, Rehabilitation Services, Travel Insurance, AD&D, Drug Cards

MANITOBA BLUE CROSS
J. David Tompkins, BA, CEBS, Manager, Group Client Development; Box 1046 Stn Main, Winnipeg, MB R3C 2X7
PH: 204-784-6484
Fax: 204-786-5965
eMail: David.Tompkins@mb.bluecross.ca
Web: www.mb.bluecross.ca
Net Premiums -
Group Life: $21.6M
Group Health: $85.9M
ASO: $232M
Products/Services: Life products (Life Insurance, AD&D, WI, LTD & Critical Illness)

MEDAVIE BLUE CROSS
Anne Nicoll, Vice-president, Business Development; 185 The W. Mall, Ste. 1200, Toronto, ON M9C 5P1
PH: 416-626-3086
eMail: anne.nicoll@medavie.bluecross.ca
Web: www.medaviebc.ca
Net Premiums -
Group Life: $257M
Group Health: $439.7M
ASO: $714.3M
Products/Services: Full group insurance offerings, including: Life, Income Replacement, Drugs, Extended Health, Dental, Travel, Critical Illness, Health Spending Accounts, Cost Plus, Flex Benefit Plans, Employee and Family Assistance Programs, Health Education and Health Risk Assessments, Medical Second Opinion, Preferred Provider Networks, Managing Chronic Disease, Group Assured Access, Inpatriate Benefits, Optional Benefits (Life, Critical Illness, Accidental Death & Dismemberment), and administer various Provincial and Federal government health programs.

PACIFIC BLUE CROSS
John Gerbrecht, Director Corporate Accounts; 4250 Canada Way, Burnaby, BC V5G 4W6
PH: 604-419-2788
Fax: 604-419-2163
eMail: jgerbrecht@pac.bluecross.ca
Web: www.pac.bluecross.ca
Net Premiums -
Group Life: $66.5M
Group Health: $231M
ASO: $918.9M6
Products/Services: Extended Health (including prescription drugs, hospital, nursing services, ambulance services, dental accident, vision care, psychology benefits, paramedical services, medical equipment and supplies, out of country travel coverage), Dental, Basic Life, Optional Life, Dependent Life, AD&D, Critical Illness, Short-term Disability, Long-term Disability, Individual Health, Individual Dental, Individual Travel, Employee Assistance Program, Second Medical Opinion, Health Spending Account
6 - ASO premiums include Claims and Admin

RBC INSURANCE
Julie Gaudry, Senior Director, Group Insurance; 6880 Financial Dr., Mississauga, ON L5N 7Y5
PH: 905-606-3442
eMail: julie.gaudry@rbc.com
Web: www.rbcinsurance.com/group-benefits/index.html
Net Premiums -
Group Life: $48.1M
Group Health: $251.7M7
ASO: $7.3M
Products/Services: Extended Health, Dental, Drug, Travel, Vision, Long-term Disability, Short-term Disability, Life, AD&D, Health Spending Account, Health and Wellness Program, Employee Assistance Program, Rehabilitation Services, Preferred Pharmacy Network, Healthcare Navigation Services, Second Medical Opinion Services, HR Support for Small Business, Industry-specific Research Reports, Mobile App, Mental Health Program
7 - Health is interpreted as any non-life business line - Health, Dental, LTD, STD, AD&D are included in this figure.

SASKATCHEWAN BLUE CROSS
Todd Peterson, Vice-president Sales & Marketing; Box 4030, 516 2nd Ave. N., Saskatoon, SK S7K 2C5
PH: 306-667-5425
Fax: 306-664-1945
eMail: tpeterson@sk.bluecross.ca
Web: www.sk.bluecross.ca
Net Premiums -
Group Life: $37.1M
Group Health: $59.9M8
ASO: $27.7M
Products/Services: Health, Dental, Drugs, Travel, Drug Card, EFAP, Medical Second Opinion, Health Spending Account, Vision Care, ASO, Life Insurance, AD&D, Wi, LTD, Critical Illness
8 - Includes Health & Dental

SSQ INSURANCE
Éric Trudel, Senior Vice-president, Strategy and Product Management; 2525, Laurier Blvd P.O BOX 10500, Quebec City, QC G1V 4H6
PH: 418-650-3457
Fax: 418-652-2737
eMail: eric.trudel@ssq.ca
Web: ssq.ca
Net Premiums -
Group Life: $129M
Group Health: $1,391.4M
ASO: $40.3M
Products/Services: Dental, drug, extended health, LTD & STD, life insurance, AD&D, flexible benefits plan, critical illness insurance, co-ordination of benefits, communication, material, drugs & dental cards, rehabilitation services, health & wellness program, income insurance, early intervention program, direct deposit, in-house medical expertise, telemedecine

SUN LIFE FINANCIAL
Rachel McNeill-Thompson, Assistant Vice-president, Marketing & Communications; 1 York St., Toronto, ON M5J 0B6
PH: 888-798-4922
eMail: Rachel.McNeill-Thompson@sunlife.com
Web: www.sunlife.ca
Net Premiums -
Group Life: $654.2M9
Group Health: $4,232.2M10
ASO: $4,976.2M11
Products/Services: Extended Health, Dental, Drug, Travel Benefits, Vision, Drug Intervention Programs, Pay-direct & Deferred Drug Plans, Health Spending Accounts & Personal Spending Accounts, International Benefits Solutions, Voluntary Benefits (Mandatory & Optional Critical Illness, Optional Life & AD&D), Transition Services (Life, Critical Illness & Health & Dental for Group Plan Members exiting their employee group benefits plan), Integrated Health Solutions (Wellness/Mental Health/Absence & Disability Consulting, Data Analysis, Assessment, Employee Programs, Manager Training), Disability Management Services (for Disability Benefit & Salary Continuance Programs), Employee Assistance Programs, Total Benefits (Integrated Benefits & Retirement Services)
9 - Insured Premiums
10 - Insured Premiums
11 - Non-Insured Deposits

SUTTON SPECIAL RISK
Jennifer Lebow, Vice-president, Strategic Partnerships; 33 Yonge St. Ste. 270, Toronto, ON M5E 1G4
PH: 416-366-2223
eMail: inquiries@suttonspecialrisk.com
Web: www.suttonspecialrisk.com
Products/Services: Life, AD&D/Personal Accident, High Limit Temporary Total Disability, High Limit Permanent Total Disability, Critical Illness, Expatriate Benefits, Out of Country/Inpatriate Medical & Dental, Business Travel Accident, Kidnap, Ransom & Extortion, War Risk & Terrorism, Professional Sports, Claims Management

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