Retirement Income Plan — Form 5500 plan (Sun Life Financial U.S. Services Company, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Retirement Income Plan is a benefit plan reported by Sun Life Financial U.S. Services Company, Inc. under EIN 26-3730703 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,217 participants and $270,643,436 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Sun Life Financial U.S. Services Company, Inc.
- EIN
- 26-3730703
- Plan number
- 001
- Plan type
- 2
- Location
- Wellesley Hills, MA
- Latest filing year
- 2023
- Participants
- 2,217
- End-of-year plan assets
- $270,643,436
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,217 | H, C | 20241004135710NAL0006751251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $270,643,436
- Total liabilities (EOY)
- $137
- Net assets (EOY)
- $270,643,299
- Net assets (BOY)
- $273,824,692
Income & contributions
- Total contributions
- $0
- Total income / additions
- $14,649,519
Expenses & distributions
- Benefits paid
- $17,046,051
- Administrative expenses
- $784,861
- Total expenses
- $17,830,912
- Net increase / (decrease)
- -$3,181,393
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Sun Life Assurance Co. Of Canada | AFFILIATE | $448,718 | not reported in the loaded dataset | 2023 |
| Willis Towers Watson, LLC | ACTUARY | $76,732 | not reported in the loaded dataset | 2023 |
| Pricewaterhousecoopers Advisory Svc | ADMINISTRATOR | $46,580 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Sun Life Financial U.S. Services Company, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Wellesley Hills, MA
- Sun Life Assurance Co. Of Canada — Schedule C compensation
- Willis Towers Watson, LLC — Schedule C compensation
- Pricewaterhousecoopers Advisory Svc — Schedule C compensation