Sun Life Financial U.S. Services Company, INC.
Wellesley, MA, 02481
- Plans
- 6
- Total participants
- 67,539
- Filing years
- 2024, 2023, 2022, 2021, 2020
- NAICS
- 524140
Benefit plans on file
| Year | Form | Plan # | Plan name | Participants |
|---|---|---|---|---|
| 2024 | Form 5500 | 001 | Retirement Income Plan | 295 |
| 2024 | Form 5500 | 005 | Sun Advantage Savings And Investment Plan | 5,991 |
| 2024 | Form 5500 | 501 | Health, Welfare And Flexible Benefits Plan | 5,728 |
| 2024 | Form 5500 | 514 | Severance Pay And Benefit Plan | 5,549 |
| 2024 | Form 5500 | 519 | Retiree Health Reimbursement Account | 0 |
| 2023 | Form 5500 | 001 | Retirement Income Plan | 310 |
| 2023 | Form 5500 | 005 | Sun Advantage Savings And Investment Plan | 5,996 |
| 2023 | Form 5500 | 501 | Health, Welfare And Flexible Benefits Plan | 5,793 |
| 2023 | Form 5500 | 514 | Severance Pay And Benefit Plan | 5,589 |
| 2023 | Form 5500 | 519 | Retiree Health Reimbursement Account | 0 |
| 2022 | Form 5500 | 001 | Retirement Income Plan | 319 |
| 2022 | Form 5500 | 005 | Sun Advantage Savings And Investment Plan | 3,900 |
| 2022 | Form 5500 | 501 | Health, Welfare And Flexible Benefits Plan | 3,768 |
| 2022 | Form 5500 | 514 | Severance Pay And Benefit Plan | 3,562 |
| 2022 | Form 5500 | 519 | Retiree Health Reimbursement Account | 0 |
| 2021 | Form 5500 | 001 | Retirement Income Plan | 346 |
| 2021 | Form 5500 | 005 | Sun Advantage Savings And Investment Plan | 3,547 |
| 2021 | Form 5500 | 007 | US Agents' & Salaried Field Representatives Frozen Defined Contribution Plan And Trust | 0 |
| 2021 | Form 5500 | 501 | Health, Welfare And Flexible Benefits Plan | 3,384 |
| 2021 | Form 5500 | 514 | Severance Pay And Benefit Plan | 3,168 |
| 2021 | Form 5500 | 519 | Retiree Health Reimbursement Account | 0 |
| 2020 | Form 5500 | 001 | Retirement Income Plan | 369 |
| 2020 | Form 5500 | 005 | Sun Advantage Savings And Investment Plan | 3,493 |
| 2020 | Form 5500 | 007 | US Agents' & Salaried Field Representatives Frozen Defined Contribution Plan And Trust | 0 |
| 2020 | Form 5500 | 501 | Health, Welfare And Flexible Benefits Plan | 3,348 |
| 2020 | Form 5500 | 514 | Severance Pay And Benefit Plan | 3,084 |
| 2020 | Form 5500 | 519 | Retiree Health Reimbursement Account | 0 |
Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.
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