Sun Life Assurance Co. Of Canada — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Sun Life Assurance Co. Of Canada is reported as a service provider on 18 loaded Form 5500 filing(s) across 18 plan sponsor(s) and 18 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $925,626 and reported indirect compensation totals $0.

Reported compensation summary

Reported direct compensation
$925,626
Reported indirect compensation
$0
Total reported compensation
$925,626
Filings
18
Plan sponsors
18
Plans
18
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Sun Life Assurance Co. Of Canada
SponsorStatePlansReported compensation
Sun Life Financial U.S. Services Company, Inc.MA1$448,718
Burns & Mcdonnell, Inc.MO1$81,232
South Carolina Medical AssociationSC1$76,409
Mainstream Nonprofit Solutions, Inc.KS1$73,000
Texas Scottish Rite Hospital For ChildrenTX1$53,430
Southern Air, IncorporatedVA1$33,088
Workers Credit UnionMA1$29,608
Colinx, LLCSC1$24,365
Kitsap Mental Health ServicesWA1$19,614
Donnelly-Boland And AssociatesPA1$14,570

State footprint

Plans reporting Sun Life Assurance Co. Of Canada are sponsored in KS (3), SC (2), MO (2), PA (2), MA (2), WA (1), CA (1), WI (1), OR (1), RI (1), TX (1), VA (1).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Sun Life Financial U.S. Services Company, Inc.Retirement Income Plan2023$448,718not reported in the loaded dataset
Burns & Mcdonnell, Inc.Burns & Mcdonnell, Inc. Health And Welfare Benefits Plan2023$81,232not reported in the loaded dataset
South Carolina Medical AssociationScma Voluntary Members' Beneficiary Association2023$76,409not reported in the loaded dataset
Mainstream Nonprofit Solutions, Inc.Mainstream Nonprofit Solutions Welfare Benefit Plan2023$73,000not reported in the loaded dataset
Texas Scottish Rite Hospital For ChildrenTexas Scottish Rite Hospital For Children Health & Welfare Benefit Plan2023$53,430$0
Southern Air, IncorporatedSouthern Air, Incorporated Wrap Welfare Plan2023$33,088not reported in the loaded dataset
Workers Credit UnionWorkers Credit Union Welfare Benefit Plan2023$29,608not reported in the loaded dataset
Colinx, LLCColinx, LLC Health & Welfare Plan2023$24,365$0
Kitsap Mental Health ServicesKitsap Mental Health Services Plan2023$19,614not reported in the loaded dataset
Donnelly-Boland And AssociatesDonnelly-Boland And Associates Welfare Benefits Plan2023$14,570not reported in the loaded dataset
System 1 LLCSystem 1 LLC Health And Welfare Plan2023$14,486$0
Kids TlcKids Tlc Group Welfare Plan2023$11,524not reported in the loaded dataset
Marion And Polk Schools Credit UnionMaps Credit Union Welfare Plan2023$11,326not reported in the loaded dataset
Bank Of America CorporationBank Of America Group Benefits Program2023$11,154not reported in the loaded dataset
Town And Country Super Market, Inc.Town And Country Health And Welfare Plan2023$10,234not reported in the loaded dataset
Independent Giant Eagle Retail Outlets Welfare PlanIndependent Giant Eagle Retail Outlets Welfare Plan2023$5,940not reported in the loaded dataset
Star Lumber & Supply Co., Inc.Star Lumber & Supply Co., Inc. Employee Group Benefit Trust2023$5,536not reported in the loaded dataset
Industries For The Blind And Visually Impaired IncIndustries For The Blind And Visually Impaired Inc.2023$1,392not reported in the loaded dataset

Related Form 5500 pages