Sun Life Financial — 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 Financial is reported as a service provider on 4 loaded Form 5500 filing(s) across 4 plan sponsor(s) and 4 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $1,030,801 and reported indirect compensation totals not reported in the loaded dataset.
Reported compensation summary
- Reported direct compensation
- $1,030,801
- Reported indirect compensation
- not reported in the loaded dataset
- Total reported compensation
- $1,030,801
- Filings
- 4
- Plan sponsors
- 4
- Plans
- 4
- 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 |
|---|---|---|---|
| Packaging Services Of Maryland Inc | MD | 1 | $331,897 |
| Alco Investment Company | WA | 1 | $291,782 |
| Tehama County Opportunity Center Inc | CA | 1 | $260,580 |
| J & J Maintenance, Inc. | VA | 1 | $146,542 |
State footprint
Plans reporting Sun Life Financial are sponsored in CA (1), MD (1), VA (1), WA (1).
Plans reporting this provider
| Sponsor | Plan | Year | Direct comp. | Indirect comp. |
|---|---|---|---|---|
| Packaging Services Of Maryland Inc | Packaging Services Inc Employee Health Benefit Plan | 2023 | $331,897 | not reported in the loaded dataset |
| Alco Investment Company | Alaskan Copper Companies, Inc. Section 125 Plan | 2023 | $291,782 | not reported in the loaded dataset |
| Tehama County Opportunity Center Inc | Tehama County Opportunity Center Welfare Benefit Plan | 2023 | $260,580 | not reported in the loaded dataset |
| J & J Maintenance, Inc. | J & J Worldwide Services Comprehensive Welfare Benefits Plan | 2023 | $146,542 | not reported in the loaded dataset |
Related Form 5500 pages
- Packaging Services Inc Employee Health Benefit Plan (plan 501)
- Packaging Services Of Maryland Inc — all reported plans
- Alaskan Copper Companies, Inc. Section 125 Plan (plan 506)
- Alco Investment Company — all reported plans
- Tehama County Opportunity Center Welfare Benefit Plan (plan 501)
- Tehama County Opportunity Center Inc — all reported plans
- J & J Worldwide Services Comprehensive Welfare Benefits Plan (plan 502)
- J & J Maintenance, Inc. — all reported plans
- Form 5500 Schedule C explained
- Methodology
- Data sources