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, 2016

Group Retirement

CONDUENT HR SERVICES
Jim Reid, Canadian Client Strategy Leader; 155 Wellington St. W., Toronto, ON M5V 3H1
PH: 416-865-0060
Fax: 416-865-1099
eMail: hrservices@conduent.com
Web: www.conduent.com/hrservices
Products/Services: Health, Wealth and Employee Engagement Consulting, Benefits and Pension Administration, HR Outsourcing

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: $2,573.4M
Group Pension Assets: $9,589.3M
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: 5,9371
101 to 500: 373
501 to 1,000: 47
1,000+: 38
1 - Numbers have dropped significantly when compared to 2015, due to reporting the number of clients in 2016 as opposed to reporting numbers of plans in 2015.

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: $6,401.4M
Group Pension Assets: $51,856M
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: 7,519
101 to 500: 1,309
501 to 1,000: 189
1,000+: 208

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: $1,455M
Group Pension Assets: $12,713.7M
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 ASSURANCE & GESTION DU PATRIMOINE
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 Premiums & Deposits: $2.3M
Group Pension Assets: $7.3M
Products/Services: Group Annuities, Group RRSP
Client Profile (By # of Employees)
1 to 100: 4

MANULIFE FINANCIAL
Fraser Wiswell, Assistant Vice-president, Group Retirement Solutions; 200 Bloor St. E., Toronto, ON M4W 1E5
PH: 416-926-3000
eMail: fraser_wiswell@manulife.com
Web: www.manulife.ca/GRO
Group Pension Premiums & Deposits: $8,075M
Group Pension Assets: $69,752M
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, FutureStep™ RRSP (Small Business Product), FutureStep™ DPSP (Small Business Product), Voluntary Retirement Savings Plan (VRSP), Pooled Registered Pension Plan (PRPP), Defined Benefit Investment-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: 7,300
101 to 500: 1,200
501 to 1,000: 250
1,000+: 250

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: $11,303M
Group Pension Assets: $80,811M
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: 4,0432
101 to 500: 6603
501 to 1,000: 1464
1,000+: 1935
2 - As at December 31, 2016
3 - As at December 31, 2016
4 - As at December 31, 2016
5 - As at December 31, 2016

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: $40.3M
Group Health: $119.3M
ASO: $904.9M
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
Client Profile (By # of Employees)
1 to 100: 5,093
101 to 500: 109
501 to 1,000: 18
1,000+: 33

ALLSTATE BENEFITS
Bob Mongia, Vice-president, Canada (GTA & eastern Canada), Dante DeDominicis, Vice-president Canada (Greater Ontario & western Canada); 27 Allstate Parkway, Markham, ON L3R 5P8
PH: 416-271-7340
eMail: bmongia@allstate.ca
Web: www.allstatevoluntary.ca
Products/Services: Voluntary Benefits

CIGNA LIFE INS. CO. OF CANADA
Anna Liu, Controller; 301-100 Consilium Place, Scarborough, ON M1H 3E3
PH: 416-279-2067
Fax: 416-290-0732
eMail: anna.liu@cigna.com
Web: www.cigna.com
Net Premiums -
Group Life: $4M
Group Health: $121.3M
Products/Services: Expatriates Benefits, Life, Medical, Dental, Long-term Disability, Short-term Disability, Travel Accident, AD&D, Personal Accident

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: cooperators.ca
Net Premiums -
Group Life: $32.1M
Group Health: $166.1M
ASO: $73.3M
Products/Services: Life, AD&D, Short-term Disability,Long-term Disability, Extended Health Care, Vision Care, Dental, Critical Illness, Employee Assistance Program, Second Opinion Consult, Healthcare Spending Accounts, Early Intervention Services
Client Profile (By # of Employees)
1 to 100: 2,410
101 to 500: 140
501 to 1,000: 19
1,000+: 30

CO-OPERATORS LIFE INSURANCE COMPANY, THE
Conor Quinn, Vice-president Group Benefits Insurance; 1920 College Ave., Regina, SK S4P 1C4
PH: 306-761-7928
eMail: conor_quinn@cooperators.ca
Web: www.cooperators.ca
Net Premiums -
Group Life: $32.2M
Group Health: $153.7M
ASO: $71.6M
Products/Services: Dental, Drug, Supplementary Health, Life, Dependent Life, ADD, Critical Illness, Optional Life/ADD, Out Of Country, Long-term Disability, Short-term Disability, Early Intervention/Consulting, Flexible Benefits, Healthcare Spending Accounts, Wellness Programs, Employee Assistance Programs, Medical Consulting, Employee Booklets/Drug Cards, Rehab Services, Web Services for eClaims & eAdmin, Electronic Data Interface, Preferred Provider Networks
Client Profile (By # of Employees)
1 to 100: 3,852
101 to 500: 194
501 to 1,000: 24
1,000+: 28

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: 416-324-7811
eMail: FrancoisJoseph.Poirier@dfs.ca
Web: www.desjardinslifeinsurance.com
Net Premiums -
Group Life: $249.1M
Group Health: $2,112.5M
ASO: $232.3M
Products/Services: Life Insurance, AD&D, Extended Healthcare Insurance (Drug Benefit, Vision Care, Travel Insurance, Other Fees), Active Pharmacy, Dental Care Insurance, Health Spending Account, Wellness Account, Travel Assistance, Insurance for plan members working abroad, Insurance for temporary residents, Short- and 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), secure site for plan administrators and plan members, transfer of electronic data, patient support program specialty drugs, Flexible Benefits, Self-insured Benefits (ASO, BASO, Cost Plus), mobile apps
Client Profile (By # of Employees)
1 to 100: 33,318
101 to 500: 618
501 to 1,000: 96
1,000+: 154

EMPIRE LIFE INSURANCE COMPANY
Jaime Hugessen, Vice-president, Group Distribution; 36 York Mills, Toronto, ON M2P 2E9
PH: 800-361-7980
Fax: 416-494-7691
eMail: jaime.hugessen@empire.ca
Web: www.empire.ca
Net Premiums -
Group Life: $33M
Group Health: $305.9M
ASO: $50.1M
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, Incidental Health Expense (Insured HCSA), Health Care Spending Account (HCSA), Electronic Claims Submission, Mobile Claims Submission
Client Profile (By # of Employees)
1 to 100: 6,836
101 to 500: 196
501 to 1,000: 6
1,000+: 2

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: $31M
Group Health: $223M
ASO: $82M
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
Client Profile (By # of Employees)
1 to 100: 1,740
101 to 500: 359
501 to 1,000: 30
1,000+: 9

GREAT-WEST LIFE ASSURANCE COMPANY
Rob DeMott, Senior Vice-president, Group Sales; 60 Osborne St. N., Winnipeg, MB R3C 3A5
PH: 204-938-4743
Fax: 204-946-7305
eMail: rob.demott@gwl.ca
Web: www.greatwestlife.com
Net Premiums -
Group Life: $803.7M
Group Health: $4,528.1M
ASO: $3,077.7M
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
Client Profile (By # of Employees)
1 to 100: 26,937
101 to 500: 1,587
501 to 1,000: 250
1,000+: 381

GREEN SHIELD CANADA
Carmen Hogan, Vice-president, Sales & 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 Life: 6
Group Health: $450M
ASO: $1,313.8M
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
Client Profile (By # of Employees)
1 to 100: 10,900
101 to 500: 309
501 to 1,000: 71
1,000+: 129
6 - Not applicable for GSC

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: $105.5M
Group Health: $883.7M
ASO: $95.6M
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
Client Profile (By # of Employees)
1 to 100: 2,904
101 to 500: 865
501 to 1,000: 207
1,000+: 262

JOHNSTON GROUP INC.
Jackie Olinkin, Manager, Marketing Services; 582 King Edward St., Winnipeg, MB R3H 0P1
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
Client Profile (By # of Employees)
1 to 100: 31,702
101 to 500: 136
501 to 1,000: 11

LA CAPITALE ASSURANCE & GESTION DU PATRIMOINE 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: $50.7M
Group Health: $525.3M
ASO: $17.2M
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
Client Profile (By # of Employees)
1 to 100: 4,970
101 to 500: 284
501 to 1,000: 23
1,000+: 37

MEDAVIE BLUE CROSS
Anne Nicoll, Vice-president, Business Development; 185 The W. Mall, Ste. 1200, Etobicoke, ON M9C 5P1
PH: 416-695-6637
eMail: anne.nicoll@medavie.bluecross.ca
Web: www.medavie.bluecross.ca
Net Premiums -
Group Life: $225M
Group Health: $429.9M
ASO: $685.8M
Products/Services: Extended Health, Dental, Travel, Life and Income Replacement Products to Groups in Ontario, Quebec, and Atlantic Canada, Administers Various Provincial and Federal Government Sponsored Health Programs, Pay Direct Drugs, Dental and Extended Health Benefits, Voluntary Benefits - Life, Mandatory, and Optional Critical Illness, Optional Life and AD&D, Attendance Support and Disability Management Programs, Health Spending Accounts and Cost Plus Accounts, Flex Benefit Plans, Employee and Family Assistance Programs, Health Education and Health Risk Assessments, Medical Second Opinion, Formulary Management, Preferred Provider Network, Enhanced Wellness Benefit Modules, Group Assured Access, Inpatriate Benefits
Client Profile (By # of Employees)
1 to 100: 3,514
101 to 500: 256
501 to 1,000: 46
1,000+: 74

NEXGENRX INC
Lily Martino, National Vice-president; 185 The W. Mall, Ste. 600, Toronto, ON M9C 5L5
PH: 416-695-3393
Fax: 416-695-1635
eMail: lmartino@nexgenrx.com
Web: nexgenrx.com/
Net Premiums -
ASO: $258,000M
Products/Services: Group Benefit Administration, Pharmacy Benefit Management, Health & Dental Claim Adjudication, theclaimsxchange.com, Technology partner
Client Profile (By # of Employees)
1 to 100: 1,442
101 to 500: 486
501 to 1,000: 7
1,000+: 12

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: $61.6M
Group Health: $224M
ASO: $1,017.4M7
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
Client Profile (By # of Employees)
1 to 100: 2,942
101 to 500: 245
501 to 1,000: 65
1,000+: 70
7 - ASO premiums include Claims and Admin

RBC INSURANCE
John Carinci, Vice-president, Group & Business Markets; 6880 Financial Dr., Mississauga, ON L5N 7Y5
PH: 905-606-3400
eMail: john.carinci@rbc.com
Web: www.rbcinsurance.com/group-benefits/group-benefit-solutions.html
Net Premiums -
Group Life: $49.2M
Group Health: $227.7M
ASO: $3.1M
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
Client Profile (By # of Employees)
1 to 100: 2,929
101 to 500: 618
501 to 1,000: 48
1,000+: 30

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: $30.1M
Group Health: $49.1M
ASO: $31.1M
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
Client Profile (By # of Employees)
1 to 100: 1,1908
101 to 500: 639
501 to 1,000: 410
1,000+: 811
8 - 1-99
9 - 100-499
10 - 500-999
11 - 1000+

SSQ LIFE INSURANCE COMPANY INC.
Carl Laflamme, Senior Vice-president, Distribution; 2525 Laurier Blvd., Quebec, QC G1V 4H6
PH: 418-651-7000
Fax: 418-652-2737
eMail: effie.tomaras@ssq.ca
Web: www.ssq.ca
Net Premiums -
Group Life: $129.8M
Group Health: $1,327M
ASO: $32.3M
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
Client Profile (By # of Employees)
1 to 100: 20,480
101 to 500: 1,197
501 to 1,000: 256
1,000+: 313

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: $645.3M12
Group Health: $3,734.2M13
ASO: $4,862.1M14
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)
Client Profile (By # of Employees)
1 to 100: 17,516
101 to 500: 1,151
501 to 1,000: 247
1,000+: 446
12 - Insured Premiums
13 - Insured Premiums
14 - Non-Insured Deposits

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