Sun Life Capital Management U.S. — 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 U.S. is reported as a service provider on 3 loaded Form 5500 filing(s) across 3 plan sponsor(s) and 3 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $83,535 and reported indirect compensation totals $0.
Reported compensation summary
- Reported direct compensation
- $83,535
- Reported indirect compensation
- $0
- Total reported compensation
- $83,535
- Filings
- 3
- Plan sponsors
- 3
- Plans
- 3
- 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 |
|---|---|---|---|
| California Society Of Certified Public Accountants | CA | 1 | $33,158 |
| Lear Corporation | MI | 1 | $25,318 |
| A.O. Smith Corporation | WI | 1 | $25,059 |
State footprint
Plans reporting Sun Life Capital Management U.S. are sponsored in CA (1), MI (1), WI (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| California Society Of Certified Public Accountants | Group Insurance Trust Of The California Society Of Certified Public Accountants | 2023 | $33,158 | not reported in the loaded dataset |
| Lear Corporation | Lear Corporation Pension Plan | 2023 | $25,318 | not reported in the loaded dataset |
| A.O. Smith Corporation | American Water Heater Company Pension Plan For The Johnson City, Tennessee Manufacturing Bargaining Unit | 2023 | $25,059 | $0 |
Related Form 5500 pages
- Group Insurance Trust Of The California Society Of Certified Public Accountants (plan 501)
- California Society Of Certified Public Accountants — all reported plans
- Lear Corporation Pension Plan (plan 001)
- Lear Corporation — all reported plans
- American Water Heater Company Pension Plan For The Johnson City, Tennessee Manufacturing Bargaining Unit (plan 019)
- A.O. Smith Corporation — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources