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, 2015

Group Retirement

DESJARDINS INSURANCE
David Charbonneau, Vice-president, Group Retirement Savings; 1, Complexe Desjardins, South Tower, 21st Floor, Montreal, QC H5B 1E2
PH: 514-350-8700
Fax: 514-285-8766
eMail: david.charbonneau@dfs.ca
Web: www.desjardinslifeinsurance.com
Group Pension Premiums & Deposits: $1,564M
Group Pension Assets: $7,440M
Products/Services: DC Plans, Group RRSPs, DPSPs, Non-registered Plans, SPPs, IPPs, Single Premiums Annuities, TFSAs, RIF/LIF/Annuities, VRSPs
Client Profile (By # of Employees)
1 to 100: 8,012
101 to 500: 382
501 to 1,000: 29
1,000+: 27

GREAT-WEST LIFE ASSURANCE COMPANY
Jeff Aarssen, Senior Vice-president, GRS Sales & Marketing, Wealth Management; 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: $5,916.1M
Group Pension Assets: $46,646M
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; Services - CAP Recordkeeping; Customizable Communication Materials; 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; Member Investment Selection Service; Personalized Member Statement Illustrations
Client Profile (By # of Employees)
1 to 100: 7,294
101 to 500: 1,243
501 to 1,000: 187
1,000+: 185

INDUSTRIAL ALLIANCE INSURANCE AND FINANCIAL SERVICES INC.
Valérie Lelièvre, Director, Marketing, Group Benefits & Retirement Solutions; 1080 Grande Allee W., Quebec City, QC G1K 7M3
PH: 418-684-5248
eMail: valerie.lelievre@ia.ca
Web: www.ia.ca
Group Pension Premiums & Deposits: $1,201.6M
Group Pension Assets: $10,772.3M
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: 9,816
101 to 500: 465
501 to 1,000: 28
1,000+: 36

LA CAPITALE ASSURANCE & GESTION DU PATRIMOINE
Martin Bedard, Vice-president - Sales & Marketing - Group Insurance; 625, Saint-Amable 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: $5.2M
Products/Services: Group Annuities, Group RRSP
Client Profile (By # of Employees)
1 to 100: 4

MANULIFE FINANCIAL
Peter Lowas, Director of Strategy & Business Planning, Group Benefits & Retirement Solutions; 200 Bloor St. E., Toronto, ON M4W 1E5
PH: 416-852-4750
eMail: Peter_Lowas@manulife.com
Web: www.manulife.ca/GRO
Group Pension Premiums & Deposits: $8,075M
Group Pension Assets: $66,138M
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: 7,320
101 to 500: 1,187
501 to 1,000: 205
1,000+: 211

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: $12,124M
Group Pension Assets: $72,655M
Products/Services: Products include: Defined Contribution Pension Plan (DCPP), Group Registered Retirement Savings Plan (RRSP), Deferred Profit Sharing Plan (DPSP), Savings Plan, Tax-Free Savings Account, Non-registered Plan, Stock Plan and tailored solutions for DB plan risk management, DB Investment-only Plan (INVO). 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, Financial planning services, In-plan investment advice service, Call Centre and Automated Telephone Systems, Plan Member, Sponsor and Advisor Services websites, Online member education and financial planning tools, Onsite enrolment and education services, Custom education, communication and design services, Pensioner payroll services.
Client Profile (By # of Employees)
1 to 100: 3,8221
101 to 500: 6262
501 to 1,000: 1493
1,000+: 1914
1 - As at December 31, 2105
2 - As at December 31, 2105
3 - As at December 31, 2105
4 - As at December 31, 2105

XEROX HR SERVICES
David McCullagh, Growth Leader Canada; 155 Wellington St. W., Toronto, ON M5V 3H1
PH: 416-865-0060
Fax: 416-865-1099
eMail: infocanada@buckconsultants.com
Web: www.xerox.ca/hrservices
Products/Services: Administration, Communication, Compensation, Global Consulting Strategy, Global Investment Advisors, Health & Productivity, Retirement, Talent & HR Solutions

Group Benefits

ALBERTA BLUE CROSS
Jerry Rudelic, Vice-president, Group & Individual; 10009 108 St. NW, 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: 5
Group Health: $116.3M
ASO: $860.8M
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: 5,229
101 to 500: 113
501 to 1,000: 15
1,000+: 35
5 - See Blue Cross Life

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; 416-428-4260
eMail: bmongia@allstate.ca; dante.dedominicis@allstate.ca
Web: www.allstatevoluntary.ca
Products/Services: Voluntary Benefits

BLUE CROSS LIFE INSURANCE COMPANY OF CANADA
Nicole Richard, Director of Operations; 644 Main St., Moncton, NB E1C 8L3
PH: 506-867-4215
Fax: 506-867-4646
eMail: nicole.richard@bluecrosslife.ca
Web: www.medavie.bluecross.ca
Net Premiums -
Group Life: $79.4M
Group Health: $175.2M
ASO: $43.1M
Client Profile (By # of Employees)
1 to 100: 9,011
101 to 500: 555
501 to 1,000: 55
1,000+: 77

CIGNA LIFE INS. CO. OF CANADA
Anna Liu, Controller; 100 Consilium Place, Ste. 301, Scarborough, ON M1H 3E3
PH: 416-279-2067
Fax: 406-290-0732
eMail: anna.liu@cigna.com
Web: www.cigna.com
Net Premiums -
Group Health: $141.8M
Products/Services: Expatriates Benefits, Life, Medical, Dental, Long-term Disability, Short-term Disability, Travel Accident, AD&D, Personal Accident

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: $36.4M
Group Health: $173.2M
ASO: $69.4M
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 & Business Insurance, Business Development Administrative Department; 95 St. Clair Ave. W., 3rd Floor, Toronto, ON M4V 1N7
PH: 1-877-906-5551
Fax: 416-324-7811
eMail: FrancoisJoseph.Poirier@dfs.ca
Web: www.desjardinslifeinsurance.com
Net Premiums -
Group Life: $239.4M
Group Health: $1,985.1M
ASO: $204.5M
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- & Long-term Disability, Disability Management Advisory Services, Convalescent Care, Critical Illness Insurance, Health & Wellness (Health Is Cool 360° Platform, EAP Programs, Manager Assistance Program, Health Assistance Service, Health PACT), Secure site for plan administrators & plan members, Transfer of Electronic Data, Flexible Benefits, Self-insured Benefits (ASO, BASO, Cost Plus), Mobile Apps
Client Profile (By # of Employees)
1 to 100: 32,888
101 to 500: 602
501 to 1,000: 94
1,000+: 153

EMPIRE LIFE INSURANCE COMPANY
Su Yang, Business Analytics Specialist; 259 King St. E., Kingston, ON K7L 3A8
PH: 613-548-1890
Fax: 877-548-1881
eMail: su.yang@empire.ca
Web: www.empire.ca
Net Premiums -
Group Life: $31.3M
Group Health: $293.9M
ASO: $47.5M
Products/Services: Life (including Optional Employee & Spouse); AD&D (including Optional Employee & Spouse); Dependant Life; Dependant AD&D; Weekly Indemnity; Long-term Disability; Extended Healthcare; Dental Care; Administrative Services Only (Health & Dental); AssistNow - EAP; Incidental Health Expense (Hybrid HCSA); Healthcare Spending Account (HCSA); Electronic Claims Submission; Suite of CI Products (Vital Assist CI, Traditional CI, Enhanced CI, Employee CI, Spousal Optional CI & Dependent CI)
Client Profile (By # of Employees)
1 to 100: 7,130
101 to 500: 209
501 to 1,000: 4
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: $27.1M
Group Health: $204.6M
ASO: $75.9M
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: 1,486
101 to 500: 335
501 to 1,000: 27
1,000+: 7

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: $771.9M
Group Health: $4,221M
ASO: $2,934.5M
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: 27,205
101 to 500: 1,495
501 to 1,000: 201
1,000+: 359

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: $428.3M
ASO: $1,246.4M
Products/Services: Dental, Drug (including Pay-Direct & Deferred), Extended Health Services (including Vision), Emergency Travel Assistance, Flexible Benefits, Healthcare Spending Account, Personal (Taxable) Spending Account, Wellness Programs, Employee & Family Assistance Plans, Legal Assistance, Individual Health & Dental, Group Conversion, Drug Cards, Proprietary Adjudication System, White Label Claims Systems, Adjudication Services, Preferred Provider Networks, Website & Online Services, Standard & Custom Communication Services, Toll-free Customer Service Centre
Client Profile (By # of Employees)
1 to 100: 11,886
101 to 500: 234
501 to 1,000: 71
1,000+: 123
6 - Not Applicable for Green Shield

INDUSTRIAL ALLIANCE, INSURANCE AND FINANCIAL SERVICES INC.
Catherine Pham, Junior Actuarial Analyst; 680 Sherbrooke W., Montreal, QC H3A 0B8
PH: 514-499-3737
eMail: catherine.pham@ia.ca
Web: www.ia.ca
Net Premiums -
Group Life: $101.4M
Group Health: $834.1M
ASO: $92.9M
Products/Services: AD&D, Critical Illness, Dental Care, Early Intervention Program, Employee Assistance Program, Extended Healthcare, 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, Drug Coverage & Drug Cards, Disability Management Consulting, WCB Services, Ergonomics Assessments, Absence Management Programs, Claims Assessment, Services for Salary Continuance Plans, EDI Rental, Cost Plus, Internet-based Administration Tool, Preferred Provider Network, Preferred Pharmacy, Medical Navigation System
Client Profile (By # of Employees)
1 to 100: 1,755
101 to 500: 381
501 to 1,000: 85
1,000+: 127

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: 28,750
101 to 500: 68
501 to 1,000: 7
1,000+: 5

LA CAPITALE ASSURANCE & GESTION DU PATRIMOINE INC.
Martin Bedard, Vice-president - Sales & Marketing - Group Insurance; 625, rue Saint-Amable, 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: $51.5M
Group Health: $497.8M
ASO: $15.4M
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: 4,708
101 to 500: 272
501 to 1,000: 25
1,000+: 34

MANITOBA BLUE CROSS
Andrew Yorke, President & CEO; Box 1046 Stn. Main, Winnipeg, MB R3C 2X7
PH: 204-775-0151
Fax: 204-774-1761
eMail: andrew.yorke@mb.bluecross.ca
Web: www.mb.bluecross.ca
Net Premiums -
Group Health: $107,564,090M
ASO: $190,952,988M
Client Profile (By # of Employees)
1 to 100: 976
101 to 500: 146
501 to 1,000: 35
1,000+: 42

MANULIFE
Brett Marchand, Vice-president, Distribution, Group Benefits & Retirement Solutions; 5700 Yonge St, Ste. 2110, Toronto, ON M2M 4K2
PH: 416-218-5975
eMail: brett_marchand@manulife.com
Web: www.manulife.ca
Net Premiums -
Group Life: $691M
Group Health: $4,121M
ASO: $3,300M
Products/Services: Health & Dental, Disability & Absence, OOC/Province, Wellness Solutions, Life, Critical Illness, AD&D, Small Medium Corporate & Trustee Business Solutions
Client Profile (By # of Employees)
1 to 100: 20,399
101 to 500: 1,316
501 to 1,000: 261
1,000+: 435

MEDAVIE BLUE CROSS
Pierre Marion, Market Leader; 550 Sherbrooke St. W., Ste. L-15, Montreal, QC H3A 6T6
PH: 514-286-8415
eMail: pierre.marion@medavie.croixbleue.ca
Web: www.medavie.bluecross.ca
Net Premiums -
Group Health: $406.2M
ASO: $714M
Products/Services: Hospital, Travel, Extended Health, Pay Direct Drugs & Dental, Reimbursement Drugs & Dental, Health Spending Accounts, Health Risk Assessment, Employee & Family Assistance Program, Attendance Support Program, Enhanced/Wellness Benefit Modules, Flex Benefits Plans, Web/Online Reporting, Provider Claim Submissions over Web, Cost Plus, Group Assured Access, Second Opinion, Advice to Pay
Client Profile (By # of Employees)
1 to 100: 3,755
101 to 500: 255
501 to 1,000: 44
1,000+: 72

NEXGENRX INC
Lily Martino, National Vice-president; 185 The West 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: $258,000,000M
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

NEXGENRX INC.
Lily Martino, National Vice-president, Sales; 185 The West Mall, Ste. 600, Toronto, ON M9C 5L5
PH: 416-695-3393
Fax: 416-695-1635
eMail: lmartino@nexgenrx.com
Web: www.nexgenrx.com
Net Premiums -
ASO: $258,000,000M
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: $59.5M
Group Health: $206.8M
ASO: $948.2M7
Client Profile (By # of Employees)
1 to 100: 2,513
101 to 500: 254
501 to 1,000: 60
1,000+: 69
7 - ASO premiums include Claims and Admin

RBC INSURANCE
John Carinci, Head, Group & Business Markets; Financial Dr., Mississauga, ON L5N 7Y5
PH: 905-606-3400
eMail: john.carinci@rbc.com
Web: www.rbc.com
Net Premiums -
Group Life: $40.3M
Group Health: $202.7M
ASO: $1.2M
Products/Services: Dental Care, Drug, EHC, Supplementary Hospital, LTD, STD, AD&D, EAP, HSA, Rehabilitation, Employee Booklets & Reference Materials, Drug Cards, Small Group Business Products, Wellness Program, Research Services Merchant Discounts, PPN, HR services
Client Profile (By # of Employees)
1 to 100: 2,855
101 to 500: 581
501 to 1,000: 47
1,000+: 27

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 Health: $49.1M
ASO: $18.3M
Products/Services: Health, Dental, Drugs, Travel, Drug Card, EFAP, Medical Second Opinion, Health Spending Account, Vision Care, ASO
Client Profile (By # of Employees)
1 to 100: 1,1908
101 to 500: 679
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, Group Insurance; 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: $129.1M
Group Health: $1,227.6M
ASO: $33M
Products/Services: Dental, Drug, Extended Health, LTD & STD, Life Insurance, AD&D, Flexible Benefits Plan, Critical Illness Insurance, Co-ordination of Benefits, Communication materials, Drug & 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: 21,229
101 to 500: 1,284
501 to 1,000: 274
1,000+: 415

SUN LIFE FINANCIAL
Rachel McNeill-Thompson, Assistant Vice-president, Marketing & Communications; 225 King St. W., Toronto, ON M5V 3C5
PH: 888-798-4922
Web: www.sunlife.ca
Net Premiums -
Group Life: $639.6M12
Group Health: $3,528.4M13
ASO: $4,730.2M14
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: 15,514
101 to 500: 1,077
501 to 1,000: 229
1,000+: 424
12 - Insured Premiums
13 - Insured Premiums
14 - Non-Insured Deposits

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