# Sun Life Financial U.S. Services Company, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/sun-life-financial-u-s-services-company-inc-263730703-501

> Sun Life Financial U.S. Services Company, INC.'s Health & Welfare plan: 5,888 participants, plan year 2024 financials, providers, and benchmarks from Form 55…

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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2025|5,888|$0|$0|$0|

| 2024|5,728|$0|$0|$0|

| 2023|5,793|$0|$0|$0|

| 2022|3,768|$0|$0|$0|

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