Sun Life Financial U.S. Services Company, Inc. — Form 5500 filings & benefit plans
Form 5500 plan sponsor summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sun Life Financial U.S. Services Company, Inc. (EIN 26-3730703) is a plan sponsor located in Wellesley Hills, MA with 5 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 26-3730703
- Location
- Wellesley Hills, MA
- Loaded plans
- 5
- Total reported participants
- 15,653
- Total reported plan assets (EOY)
- $1,814,120,564
- Plans with financial data
- 2
- Plans with provider compensation
- 2
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Sun Advantage Savings And Investment Plan | 005 | 5,678 | $1,543,477,128 | 2023 |
| Retirement Income Plan | 001 | 2,217 | $270,643,436 | 2023 |
| Health, Welfare And Flexible Benefits Plan | 501 | 3,858 | not reported in the loaded dataset | 2023 |
| Severance Pay And Benefit Plan | 514 | 3,573 | not reported in the loaded dataset | 2023 |
| Retiree Health Reimbursement Account | 519 | 327 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Health, Welfare And Flexible Benefits Plan | 3,858 | — | 20240711072359NAL0034342274001 |
| 2023 | Severance Pay And Benefit Plan | 3,573 | — | 20240711072554NAL0010174995001 |
| 2023 | Retiree Health Reimbursement Account | 327 | — | 20240711072651NAL0010175507001 |
| 2023 | Retirement Income Plan | 2,217 | H, C | 20241004135710NAL0006751251001 |
| 2023 | Sun Advantage Savings And Investment Plan | 5,678 | H, C | 20241009095151NAL0010502547001 |