Sunlife Financial — 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 Financial is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $3,413,956 and reported indirect compensation totals not reported in the loaded dataset.

Reported compensation summary

Reported direct compensation
$3,413,956
Reported indirect compensation
not reported in the loaded dataset
Total reported compensation
$3,413,956
Filings
2
Plan sponsors
2
Plans
2
Latest filing year
2023

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.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Sunlife Financial
SponsorStatePlansReported compensation
Rummel, Klepper & Kahl, LlpMD1$2,717,442
St. John'S CollegeMD1$696,514

State footprint

Plans reporting Sunlife Financial are sponsored in MD (2).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Rummel, Klepper & Kahl, LlpRummel, Klepper & Kahl, Llp Health Plan2023$2,717,442not reported in the loaded dataset
St. John'S CollegeSt. John'S College Employee Health And Benefit Plan2023$696,514not reported in the loaded dataset

Related Form 5500 pages