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

Directories

Group Benefits And Group Retirement

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All amounts shown are as of December 31, 2018

Group Retirement

CANADA LIFE ASSURANCE COMPANY1
Derrick March, Vice-president, Business Development, Sales; 330 University Ave., U10, Toronto, ON M5G 1R8
PH: 416-552-3000
eMail: Derrick.March@gwl.ca
Web: www.grsaccess.com
Group Pension Premiums & Deposits: $6,938M
Group Pension Assets: $55,171M
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: 7,9212
101 to 500: 1,1643
501 to 1,000: 1494
1,000+: 1515
1 - Previously Great-West Life Assurance Company. Have re branded to Canada Life Assurance Company.
2 - Restate 2017 # from 7813 to 7881
3 - Restate 2017 # from 1313 to 1169
4 - Restate 2017 # from 210 to 149
5 - Restate 2017 from 201 to 149

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: $2,016.2M
Group Pension Assets: $13,815.5M
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: 9,988
101 to 500: 500
501 to 1,000: 73
1,000+: 42

LA CAPITALE ASSUREUR DE L'ADMINISTRATION PUBLIQUE INC.
Carl Laflamme, Vice-president - Sales & Marketing - Group Insurance; 625, Jacques-Parizeau St., Quebec City, QC G1R 2G5
PH: 418-266-9510
Fax: 418-266-3520
eMail: carl.laflamme@lacapitale.com
Web: www.lacapitale.com
Group Pension Premiums & Deposits: $2.3M
Group Pension Assets: $9.4M
Products/Services: Group Annuities, Group RRSP
Client Profile (By # of Employees)
1 to 100: 4

MANULIFE FINANCIAL
Olga Treiger, Manager, Shared Services; 200 Bloor StE., Toronto, ON M4W 1E5
PH: 416-852-9057
eMail: olga_treiger@manulifeam.com
Web: na
Group Pension Premiums & Deposits: $8,332M
Group Pension Assets: $68,307M
Products/Services: Defined Contribution Registered Pension Plans (DCRPP) Defined Benefit Pension Plans (DBRPP) Simplified Pension Plan (SPP) (Quebec) Simplified Pension Plan (SMPPP) (Manitoba) Registered Retirement Savings Plans (RRSP) Supplemental Executive Retirement Plan (SERP) Retirement Compensation Arrangement (RCA) Employee Profit Sharing Plan (EPSP) Employee Savings Plan (ESP) Deferred Profit Sharing Plans (DPSP) Tax Free Savings Accounts (TFSA) Stock Plans FutureStepTM RRSP ( Small Business Product) FutureStep™ DPSP (Small Business Product)Voluntary Retirement Savings Plan (VRSP) Pooled Registered Pension Plan (PRPP) Defined BenefitInvestment-Only Plan (DB/IO) Non-Registered Investment Only Plan (Non-Reg IO) Individual Pension Plan (IPP) Employee Benefit Plan (EBP) Flexible Pension Plans (FLEX) Locked-in Retirement Account (LIRA) Defined Benefit / Defined Contribution Combo Plans Registered Retirement Income Fund (RRIF) Group Retirement Solutions offers innovative solutions for members, sponsors and advisors.
Client Profile (By # of Employees)
1 to 100: 8,917
101 to 500: 1,202
501 to 1,000: 220
1,000+: 245

SUN LIFE FINANCIAL
Ted Singeris, Vice-president, Client Relationships & Business Development; 225 King St. W., 5th Floor, Toronto, ON M5V 3C5
PH: 416-408-7669
Fax: 416-595-3693
eMail: ted.singeris@sunlife.com
Web: www.sunlife.ca
Group Pension Premiums & Deposits: $11,504M
Group Pension Assets: $89,104M
Products/Services: Products include: Defined Contribution Pension Plan (DCPP), Group Registered Retirement Savings Plan (RRSP), Deferred Profit Sharing Plan (DPSP), Tax-free Savings Account (TFSA), Non-registered Plan, Stock Plan, DB Investment-only Plan (INVO), Sun Advantage (small business only), Voluntary Retirement Savings Plan (VRSP) (Quebec), and tailored solutions for DB plan risk management Services include: Group Retirement Income Solutions, Integrated Group Retirement Services and Group Benefits Access, Investment Solutions, Group Choices plan for transitioning plan members, Retirement Income Products, In-plan Investment Advice Service, Call Centre and Automated Telephone Systems, Online Member Education and Financial Planning Tools and Services, Onsite Enrollment, Custom Education, Communication, and Design Services, Pensioner Payroll Services and Online Reporting
Client Profile (By # of Employees)
1 to 100: 4,5946
101 to 500: 7057
501 to 1,000: 1608
1,000+: 2059
6 - as of December 31, 2018
7 - as of December 31, 2018
8 - as of December 31, 2018
9 - as of December 31, 2018

Group Benefits

ALLSTATE BENEFITS
Dante DeDominicis, Vice-president, Canada; 27 Allstate Parkway, Markham, ON L3R 5P8
PH: 416-428-4260
eMail: dante.dedominicis@allstate.ca
Web: www.allstatevoluntary.ca

CO-OPERATORS LIFE INSURANCE COMPANY
Conor Quinn, Vice-president Group Benefits Insurance; 1920 College Ave., Regina, SK S4P 1C4
PH: 306-347-6375
eMail: conor_quinn@cooperators.ca
Web: www.cooperators.ca
Net Premiums -
Group Life: $30.9M
Group Health: $186.1M
ASO: $76M
Products/Services: Life,Dependent Life, AD&D,Short Term Disability,Long Term Disability,Extended Health Care, Vision Care, Dental,Critical Illness, Optional products (Life, AD&D and CI), Employee Assistance Program, Manager Assistance Program, Second Opinion Consult, Healthcare Spending Accounts, Early Intervention Services, Rehabilitation services, Wellness, Web/mobile services, Medication management,Drug formulary management

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: $238.8M
Group Health: $1,032.4M
ASO: $238.9M
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, medical cannabis option). 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).

EMPIRE LIFE INSURANCE COMPANY
Brandon Haystead, Sales Analytics Specialist; 259 King St.E., Kingston, ON K7L 3A8
PH: 613-548-1890
Fax: 888-841-9145
eMail: jaime.hugessen@empire.ca
Web: www.empire.ca
Net Premiums -
Group Life: $37.5M
Group Health: $330.2M
ASO: $60.1M
Products/Services: Life (including Optional Employee and Spouse), AD&D (including Optional Employee and Spouse), Dependent Life, Dependent AD&D, Suite of CI Products (Vital Assist CI, Traditional CI, Enhanced CI, Employee CI, Spousal Optional CI and Dependent CI), Weekly Indemnity, Long-term Disability, Extended Health Care, Dental Care, Administrative Services Only (Health & Dental), AssistNow - EAP, Expatriate Benefits, Incidental Health Expense (Insured HCSA), Health Care Spending Account (HCSA), Electronic Claims Submission, Mobile Claims Submission

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: $36.3M
Group Health: $276.1M
ASO: $104.5M
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

GREAT-WEST LIFE ASSURANCE COMPANY
Derrick March, Vice-president, Business Development; 330 University Ave., Toronto, ON M5G 1R7
PH: 647-326-2885
eMail: derrick.march@gwl.ca
Web: www.greatwestlife.com
Net Premiums -
Group Life: $832.7M
Group Health: $4,896.3M
ASO: $3,264.3M
Products/Services: Dental, Drugs, Extended Health, Supplementary Hospital, Long-term Disability, Short-term Disability, AD&D, Life & Optional Life, Critical Illness, Flexible Benefit Plans, Employee Assistance Programs, Drug Cards, Rehabilitation Services, Communication Materials, Electronic Enrolment, Preferred Provider Network, Medical Specialists, Assessment & Treatment Facilities, Out-of-Country Claims

GREEN SHIELD CANADA
Carmen Hogan, Vice-president, Sales and Service; 5160 Yonge St., Ste. 500, Toronto, ON M2N 7C7
PH: 416-221-7001
Fax: 416-221-0350
eMail: Carmen.Hogan@greenshield.ca
Web: www.greenshield.ca
Net Premiums -
Group Health: $548.3M
ASO: $1,688.5M
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 and Coaching 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, Business Travel, Global Medical Coverage, Best Doctors

INDUSTRIAL ALLIANCE INSURANCE AND FINANCIAL SERVICES INC.
Jean-Christophe Larocque, Coordinator of Actuarial Services; 2200 McGill College Ave., Montréal, QC H3A 3P8
PH: 514-499-3737
eMail: jean-christophe.larocque@ia.ca
Web: www.ia.ca
Net Premiums -
Group Life: $115.3M
Group Health: $997.1M
ASO: $144.5M
Products/Services: AD&D, Critical Illness, Dental Care, Early Intervention Program, Employee Assistance Program, Extended Health Care, Flexible Benefits Plans, Health Spending Accounts, Living Benefits, Long-term Disability, Medical Navigation System, Paid up Life, Rehabilitation Services, Short-term Disability, Term Life, Travel Assistance / Trip cancellation, Wellness Programs, Drugs coverage & Drug cards, Disability management consulting, Ergonomics assessments, Absence management programs, Claims assessment, Services for salary continuance plans, EDI Dental, Cost Plus, Internet based administration tool, Preferred provider network, Preferred Pharmacy, Medical navigation system

JOHNSTON GROUP
Jackie Olinkin, Manager, Marketing Service; 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.
Carl Laflamme, Vice-president - Sales & Marketing - Group Insurance; 625, rue Jacques-Parizeau, Quebec City, QC G1R 2G5
PH: 418-266-9510
Fax: 418-266-3520
eMail: carl.laflamme@lacapitale.com
Web: www.lacapitale.com
Net Premiums -
Group Life: $57M
Group Health: $619M
ASO: $18M
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: $24M
Group Health: $85M
ASO: $241.2M
Products/Services: Life products (Life Insurance, AD&D, WI, LTD & Critical Illness)

MEDAVIE BLUE CROSS
Alaina MacKenzie, Regional Vice-president, Business Development; 185 The W. Mall, Ste. 1200, Toronto, ON M9C 5P1
PH: 416-626-1239
eMail: groupbenefits@medavie.bluecross.ca
Web: www.medaviebc.ca
Net Premiums -
Group Life: $284.8M
Group Health: $514.8M
ASO: $802.4M
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.

NEXGENRX INC
Lily Martino, National Vice-president Sales; 185 The W. Mall, Ste. 600, Toronto, ON M9C 5L5
PH: 416-695-2125
Fax: 416-695-1635
eMail: lmartino@nexgenrx.com
Web: nexgenrx.com/
Net Premiums -
ASO: $490,476,000M
Products/Services: Group Benefit & Pension Administration, Multi-Employer Trust Benefit & Pension Administration, Claims Adjudication of Drug, Health, Dental, HCSA claims as well as Legal & other type claims. Pharmacy Benefit Management services, theclaimsxchange.com, , Mobile App., Member Web services,Technology partner.

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: $51.1M
Group Health: $270M10
ASO: $13.1M
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, Drug Compatibility Testing, Chronic Pain Programs
10 - Health is interpreted as any non-life business line - Health, Dental, LTD, STD, AD&D are included in this figure.

SASKATCHEWAN BLUE CROSS
Steve Loncar, Director of Sales; 516 Second Ave N., Saskatoon, SK S7K 2C5
PH: 306-667-5234
eMail: sloncar@sk.lluecross.ca
Web: www.sk.bluecross.ca

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: $123.1M
Group Health: $1,384.5M
ASO: $40.4M
Products/Services: 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, pharmacogenomics

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: $674.8M11
Group Health: $4,618.3M12
ASO: $5,050M13
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)
11 - Insured Premiums
12 - Insured Premiums
13 - 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: Group Life, AD&D/Personal Accident, High Limit Disability, Temporary Total Disability, High Limit Permanent Total Disability, Group Critical Illness, Expatriate Benefits, Out of Country/Inpatriate Medical & Dental, Kidnap, Ransom & Extortion, War Risk & Terrorism, Professional Sports, Contingency, Claims Management

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