2023 Form 5500 filing — Sun Advantage Savings And Investment 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 20241009095151NAL0010502547001) for Sun Advantage Savings And Investment Plan, reported by Sun Life Financial U.S. Services Company, Inc. under EIN 26-3730703 and plan number 005. It reports 5,678 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009095151NAL0010502547001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sun Life Financial U.S. Services Company, Inc.
- EIN
- 26-3730703
- Plan number
- 005
- Location
- Wellesley Hills, MA
- Participants
- 5,678
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,543,477,128
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,543,477,128
- Employer contributions
- $51,887,566
- Participant contributions
- $46,860,339
- Total income / additions
- $351,808,406
- Benefits paid
- $74,574,210
- Administrative expenses
- $1,039,256
- Total expenses
- $75,637,175
- Net increase / (decrease)
- $276,171,231
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Voya Retirement Advisors | CONTRACTUAL | $813,024 | not reported in the loaded dataset |
| Voya Institutional Plan Services | RECORD KEEPER | $226,230 | $0 |