Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
SUN LIFE FINANCIAL U.S. SERVICES COMPANY, INC.
EIN 26-3730703Finance and InsuranceLatest filing 2024
Plans
5
Retirement
2
$2.03B assets
Welfare
3
$8.5M premiums
Participants
21,921
Retirement portfolio analytics
2 plans aggregated / $2.03B assets / 10,190 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
88%top
- (Not disclosed)88%
- PRICEWATERHOUSECOOPERS LLP12%
Participants by plan
Active + retired + deferred vested
Benefits portfolio analytics
3 plans / $8.5M premiums / 6,375 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$5.0M
- Life$3.5M
- Long-term disability$2.9M
- Vision$666K
- Health$19K
- Dental$19K
- +1 more
Carrier market share
Premium dollars by Schedule A carrier
88%top
- SUN LIFE ASSURANCE COMPANY OF CANADA88%
- VISION SERVICE PLAN8%
- MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY3%
- COMPSYCH1%
- CIGNA HEALTH AND LIFE INSURANCE COMPANY0%
Broker market share
Schedule A broker compensation
64%top
- MERCER HEALTH AND BENEFITS, LLC64%
- RICHARD GEORGE SUTER18%
- RICHARD A ST JEAN12%
- MARSH & MCLENNAN AGENCY LLC6%
- GREGG A ANDERSON0%
- +1 more
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#005
SUN ADVANTAGE SAVINGS AND INVESTMENT PLAN
401k
Assets$1.78B
Participants8,069
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
RETIREMENT INCOME PLAN
TraditionalDB
Assets$252.6M
Participants2,121
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
HEALTH, WELFARE AND FLEXIBLE BENEFITS PLAN
Mixed - SUN LIFE ASSURANCE COMPANY OF CANADA
Premiums$8.5M
Covered lives6,375
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#514
SEVERANCE PAY AND BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#519
RETIREE HEALTH REIMBURSEMENT ACCOUNT
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | SUN ADVANTAGE SAVINGS AND INVESTMENT PLAN | 401k | $1.78B | 8,069 | 2024 | |
| 001 | RETIREMENT INCOME PLAN | TraditionalDB | $252.6M | 2,121 | 2024 |
Welfare plans3
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | HEALTH, WELFARE AND FLEXIBLE BENEFITS PLAN | Mixed | SUN LIFE ASSURANCE COMPANY OF CANADA | $8.5M | 6,375 | 2024 | |
| 514 | SEVERANCE PAY AND BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 | |
| 519 | RETIREE HEALTH REIMBURSEMENT ACCOUNT | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans