Plain-English plan 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 Advantage Savings And Investment Plan is a benefit plan reported by Sun Life Financial U.S. Services Company, Inc. under EIN 26-3730703 and plan number 005. The latest loaded filing year is 2023. The filing reports 5,678 participants and $1,543,477,128 in end-of-year plan assets, where available in the loaded dataset.
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $1,543,477,128
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $1,543,477,128
- Net assets (BOY)
- $1,267,305,896
Income & contributions
- Employer contributions
- $51,887,566
- Participant contributions
- $46,860,339
- Total contributions
- $107,919,885
- Total income / additions
- $351,808,406
Expenses & distributions
- Benefits paid
- $74,574,210
- Administrative expenses
- $1,039,256
- Total expenses
- $75,637,175
- Net increase / (decrease)
- $276,171,231