2023 Form 5500 filing — Sun Life Family Health Center, Inc. 403(B) 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 20241014173111NAL0015365283001) for Sun Life Family Health Center, Inc. 403(B) Plan, reported by Sun Life Family Health Center, Inc. under EIN 86-0296211 and plan number 002. It reports 654 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241014173111NAL0015365283001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Sun Life Family Health Center, Inc.
- EIN
- 86-0296211
- Plan number
- 002
- Location
- Casa Grande, AZ
- Participants
- 654
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $16,245,994
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,245,994
- Employer contributions
- $576,619
- Participant contributions
- $1,661,620
- Total income / additions
- $4,731,210
- Benefits paid
- $1,595,303
- Administrative expenses
- $79,659
- Total expenses
- $1,674,962
- Net increase / (decrease)
- $3,056,248
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $79,659 | $0 |
| Cbiz Investment Advisory Services, | INVESTMENT ADVISORY | $0 | $32,826 |
| Cbiz Benefits & Insurance Services | THIRD PARTY ADMIN | $0 | $6,143 |
| Morningstar Investment Management | INV ADV. PARTICIPANTS | $0 | $0 |