Sun Life Capital Management — 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 Capital Management is reported as a service provider on 7 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $750,846 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $750,846
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $750,846
- Filings
- 7
- Plan sponsors
- 7
- Plans
- 7
- 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
| Sponsor | State | Plans | Reported compensation |
|---|---|---|---|
| Commonwealth Rolled Products, Inc. | KY | 1 | $203,609 |
| Morganite Industries, Inc. | NC | 1 | $163,610 |
| Bd Of Trustees Pdc Pension Fund | MA | 1 | $115,741 |
| Wayne Memorial Hospital, Inc. | NC | 1 | $114,339 |
| C&S Wholesale Grocers, Inc. | NH | 1 | $83,087 |
| Cooperativa De Seguros Multiples De Puerto Rico | PR | 1 | $46,804 |
| Vista Capital LLC | CT | 1 | $23,656 |
State footprint
Plans reporting Sun Life Capital Management are sponsored in NC (2), CT (1), KY (1), MA (1), NH (1), PR (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Commonwealth Rolled Products, Inc. | Commonwealth Rolled Products, Inc. Hourly Employees Pension Plan | 2023 | $203,609 | not reported in the loaded dataset |
| Morganite Industries, Inc. | Morgan Us Employees' Retirement Plan | 2023 | $163,610 | not reported in the loaded dataset |
| Bd Of Trustees Pdc Pension Fund | Painters And Allied Trades District Council No. 35 Pension Fund | 2023 | $115,741 | not reported in the loaded dataset |
| Wayne Memorial Hospital, Inc. | Pension Plan Of Wayne Memorial Hospital, Inc. | 2023 | $114,339 | not reported in the loaded dataset |
| C&S Wholesale Grocers, Inc. | C&S Consolidated Pension Plan | 2023 | $83,087 | not reported in the loaded dataset |
| Cooperativa De Seguros Multiples De Puerto Rico | Plan De Pensiones Cooperativa De Seguros Multiples | 2023 | $46,804 | not reported in the loaded dataset |
| Vista Capital LLC | American Optical Corporation Retirement Plan | 2023 | $23,656 | not reported in the loaded dataset |
Related Form 5500 pages
- Commonwealth Rolled Products, Inc. Hourly Employees Pension Plan (plan 003)
- Commonwealth Rolled Products, Inc. — all reported plans
- Morgan Us Employees' Retirement Plan (plan 001)
- Morganite Industries, Inc. — all reported plans
- Painters And Allied Trades District Council No. 35 Pension Fund (plan 001)
- Bd Of Trustees Pdc Pension Fund — all reported plans
- Pension Plan Of Wayne Memorial Hospital, Inc. (plan 001)
- Wayne Memorial Hospital, Inc. — all reported plans
- C&S Consolidated Pension Plan (plan 005)
- C&S Wholesale Grocers, Inc. — all reported plans
- Plan De Pensiones Cooperativa De Seguros Multiples (plan 001)
- Cooperativa De Seguros Multiples De Puerto Rico — all reported plans
- American Optical Corporation Retirement Plan (plan 004)
- Vista Capital LLC — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources