Sun Life Family Health Center, Inc. 403(B) Plan — Form 5500 plan (Sun Life Family Health Center, Inc.)
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 Life Family Health Center, Inc. 403(B) Plan is a benefit plan reported by Sun Life Family Health Center, Inc. under EIN 86-0296211 and plan number 002. The latest loaded filing year is 2023. The filing reports 654 participants and $16,245,994 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sun Life Family Health Center, Inc.
- EIN
- 86-0296211
- Plan number
- 002
- Plan type
- 2
- Location
- Casa Grande, AZ
- Latest filing year
- 2023
- Participants
- 654
- End-of-year plan assets
- $16,245,994
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 654 | H, C | 20241014173111NAL0015365283001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $16,245,994
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $16,245,994
- Net assets (BOY)
- $13,189,746
Income & contributions
- Employer contributions
- $576,619
- Participant contributions
- $1,661,620
- Total contributions
- $2,541,404
- Total income / additions
- $4,731,210
Expenses & distributions
- Benefits paid
- $1,595,303
- Administrative expenses
- $79,659
- Total expenses
- $1,674,962
- Net increase / (decrease)
- $3,056,248
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $79,659 | $0 | 2023 |
| Cbiz Investment Advisory Services, | INVESTMENT ADVISORY | $0 | $32,826 | 2023 |
| Cbiz Benefits & Insurance Services | THIRD PARTY ADMIN | $0 | $6,143 | 2023 |
| Morningstar Investment Management | INV ADV. PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sun Life Family Health Center, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in AZ
- 401(k) and benefit plan filings in Casa Grande, AZ
- Principal Life Insurance Company — Schedule C compensation
- Cbiz Investment Advisory Services, — Schedule C compensation
- Cbiz Benefits & Insurance Services — Schedule C compensation
- Morningstar Investment Management — Schedule C compensation