2023 Form 5500 filing — Retirement Income Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241004135710NAL0006751251001) for Retirement Income Plan, reported by Sun Life Financial U.S. Services Company, Inc. under EIN 26-3730703 and plan number 001. It reports 2,217 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004135710NAL0006751251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sun Life Financial U.S. Services Company, Inc.
- EIN
- 26-3730703
- Plan number
- 001
- Location
- Wellesley Hills, MA
- Participants
- 2,217
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $270,643,436
- Total liabilities (EOY)
- $137
- Net assets (EOY)
- $270,643,299
- Total income / additions
- $14,649,519
- Benefits paid
- $17,046,051
- Administrative expenses
- $784,861
- Total expenses
- $17,830,912
- Net increase / (decrease)
- -$3,181,393
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Sun Life Assurance Co. Of Canada | AFFILIATE | $448,718 | not reported in the loaded dataset |
| Willis Towers Watson, LLC | ACTUARY | $76,732 | not reported in the loaded dataset |
| Pricewaterhousecoopers Advisory Svc | ADMINISTRATOR | $46,580 | not reported in the loaded dataset |