Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Dental$130K
- Vision$130K
- Other$53K
- Life$49K
- Long-term disability$45K
- Health$4K
- +1 more
Filings through .
Sunlight Financial, LLC
EIN 46-5653713financial servicesLatest filing 2025
Plans
3
Retirement
1
$7.8M assets
Health & Benefits
2
$1.9M premiums
Participants
360
101 N TRYON STREET, SUITE 1000 - CHARLOTTE, NC 28246704-802-7962sunlightfinancial.comLinkedIn201-500 employeesfinancial services
Plans on this EIN
3 filingsHealth & Benefits portfolio - carriers, brokers and premium across this company's 2 health and benefits plans.
Benefits portfolio analytics
2 plans / $1.9M premiums / 315 covered lives
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Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
SUNLIGHT FINANCIAL HOLDINGS, INC. 401(K) RETIREMENT PLAN
401(k)
Assets$7.8M
Participants162
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501
SUNLIGHT FINANCIAL, LLC HEALTH PLAN
Fully insured - BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA
Premiums$1.7M
Covered lives240
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Health & Benefits#502
SUNLIGHT FINANCIAL, LLC WELFARE PLAN
Fully insured - AMERITAS LIFE INSURANCE CORP.
Premiums$186K
Covered lives75
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan
Retirement plans
1 plan on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | SUNLIGHT FINANCIAL HOLDINGS, INC. 401(K) RETIREMENT PLAN | 401(k) | $7.8M | 162 | 2024 |
- #001 · 401(k) · 2024162
Health & Benefits plans
2 plans on this EIN
| Plan | Name | Funding | Carrier | Premiums | Covered | Latest year |
|---|---|---|---|---|---|---|
| #501 | SUNLIGHT FINANCIAL, LLC HEALTH PLAN | Fully insured | BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA | $1.7M | 240 | 2024 |
| #502 | SUNLIGHT FINANCIAL, LLC WELFARE PLAN | Fully insured | AMERITAS LIFE INSURANCE CORP. | $186K | 75 | 2025 |
- #501 · Fully insured · BLUE CROSS AND BLUE SHIELD OF NORTH CAROLINA · 2024240
- #502 · Fully insured · AMERITAS LIFE INSURANCE CORP. · 202575
Retirement plans
Health & Benefits plans