Sun Life Financial U.S. Services Company, INC. Health & Welfare Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Sun Life Financial U.S. Services Company, INC.
  • Sponsor EIN: 263730703
  • Sponsor Address: 96 WORCESTER STREET, WELLESLEY, MA, 02481
  • Plan Type: Health & Welfare
  • Plan Number: 501
  • Total Participants: 5,888
  • Total Assets: $0

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20255,888$0$0$0
20245,728$0$0$0
20235,793$0$0$0
20223,768$0$0$0

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