Sunlife Assurance Company Of Canada — 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, Sunlife Assurance Company Of Canada is reported as a service provider on 7 loaded Form 5500 filing(s) across 7 plan sponsor(s) and 7 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $302,492 and reported indirect compensation totals $2,605.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$305.1KDirect + indirect, across loaded filings$305,097
Plans served7
Plan sponsors7
Filings7
Direct vs. indirect compensation
Direct compensation$302.5K
Indirect compensation$2.6K

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation51%Amick Farms, LLC
Top state share of plans29%MA
Plan sponsors served7
By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Sunlife Assurance Company Of Canada. Bars show relative scale.

  1. 1
    SC · 1 plan(s)
  2. 2
    MI · 1 plan(s)
  3. 3
    FL · 1 plan(s)
  4. 4
  5. 5
    NH · 1 plan(s)
  6. 6
    MA · 1 plan(s)
  7. 7
Geographic reach

State footprint

Where Sunlife Assurance Company Of Canada appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

  1. 1
    MA2 plan(s)
  2. 2
    FL1 plan(s)
  3. 3
    GA1 plan(s)
  4. 4
    MI1 plan(s)
  5. 5
    NH1 plan(s)
  6. 6
    SC1 plan(s)
Geographic reach

City footprint

Cities where plans reporting Sunlife Assurance Company Of Canada are sponsored, by plan count.

  1. 1
  2. 2
    Norcross, GA1 plan(s)
  3. 3
    Bedford, MA1 plan(s)
  4. 4
    Braintree, MA1 plan(s)
  5. 5
  6. 6
    Exeter, NH1 plan(s)
  7. 7
    Batesburg, SC1 plan(s)
By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

  1. 1
    Amick Farms, LLC, SC · Direct $156.5K · 2023
  2. 2
    Frankenmuth Insurance Company, MI · Direct $54.7K · Indirect $2.6K · 2023
  3. 3
    Csi It, LLC, FL · Direct $41.7K · 2023
  4. 4
    Instrumentation Laboratory Company, MA · Direct $22.1K · 2023
  5. 5
    Exeter Health Resources, Inc., NH · Direct $17.5K · 2023
  6. 6
    The Norfolk Companies, Inc., MA · Direct $10.1K · 2023
  7. 7
    Pruitthealth, Inc. Insurahealth, Inc., GA · Direct $25 · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Sunlife Assurance Company Of Canada?
Public Form 5500 Schedule C filings report compensation paid to Sunlife Assurance Company Of Canada as a plan service provider. Across loaded filings, total reported compensation is $305,097.
How many plans report Sunlife Assurance Company Of Canada as a service provider?
Sunlife Assurance Company Of Canada appears on 7 loaded plan(s) across 7 sponsor(s).

Related Form 5500 pages