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Sun Life Financial

Matched across 51 name variants in the filings

Sun Life Financial summary

Sun Life Financial appears on 82 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $20.5B in assets for 228,641 participants. The median client plan holds $85.9M. Most client plans are sponsored in NJ, NY and NC. The largest clients by plan assets are American International Group, Inc., BD of Trustees Annuity Fund of the IUOE LCL Union 94, 94A, 94B AFL-CIO and B of T, Northwest Sheet Metal Workers Pension Plan. Plans reported $9.0M in direct and indirect compensation paid to Sun Life Financial. The median is $73K per plan.

Participants
228,641
Median plan assets
$85.9M
Median plan participants
984
Median fees per plan
$73K
Schedule C direct + indirect

Top 25 client plans by assets

Latest Form 5500 filing per plan through 2024

SponsorStateAssetsParticipants
American International Group, Inc.NY$3.1B37,804
BD of Trustees Annuity Fund of the IUOE LCL Union 94, 94A, 94B AFL-CIONY$2.0B7,929
B of T, Northwest Sheet Metal Workers Pension PlanOR$1.7B9,374
UFCW Union & Participating Food Industry Employers Tri-State Pension FPA$896M27,068
Northwest Ironworkers Retirement Plan Board of TrusteesWA$854M7,196
BD of Trustees PDC Pension FundMA$806M4,737
Joint Board of Trustees of District 9 I.A.M & A.W. Pension TrustMO$783M13,685
Board of Trustees of the Road Carriers Local 707 Pension FundNY$664M3,554
Trustees of Teamsters Union No. 142 Pension FundIN$639M6,610
Cargill, IncorporatedMN$605M13,084
Ironworkers District Council of the Paci Field Ironworkers Annuity TruWA$594M7,937
VHS of MichiganMI$579M7,592
Painters Annuity Council No. 35 Annuity FundMA$527M6,176
St Luke's Hospital of DuluthMN$462M2,902
Arxada, LLCNJ$378M2,293
Protective Life CorporationAL$356M4,742
Owens CorningOH$343M5,997
Board of Trustees of the NHL Players Pension Plan-$275M1,370
Teknor Apex CompanyRI$261M1,664
Travelport, LPGA$249M2,495
Sun Life Financial U.S. Services Company, Inc.MA$249M2,051
Amentum Nuclear & Environment Holdings, IncVA$248M3,325
Local 147 Construction Workers Retirement PlanNJ$192M1,470
Mazda Motor of America, Inc., Dba Mazda North American OperationsCA$189M1,338
Jeld-Wen, Inc.NC$153M4,461

Top client states

  • NJ11 plans
  • NY7 plans
  • NC5 plans
  • TX5 plans
  • IL4 plans

Frequently asked questions

Who uses Sun Life Financial?
82 retirement plans list Sun Life Financial as a service provider on Schedule C of Form 5500. The largest clients by plan assets include American International Group, Inc., BD of Trustees Annuity Fund of the IUOE LCL Union 94, 94A, 94B AFL-CIO, B of T, Northwest Sheet Metal Workers Pension Plan, UFCW Union & Participating Food Industry Employers Tri-State Pension F and Northwest Ironworkers Retirement Plan Board of Trustees. Most client plans are sponsored in NJ, NY and NC.
How many plans does Sun Life Financial serve?
Sun Life Financial serves 82 retirement plans with $20.5B in plan assets and 228,641 participants, based on the latest Form 5500 filings through 2024.
What does Sun Life Financial charge?
Plans reported $9.0M in total Schedule C compensation paid to Sun Life Financial. The median plan paid $73K. Fees vary with plan size and the services each plan buys.

Analytics

Market position · 2024

Plans served82+24 YoYRank #286 of mapped providers
Assets under administration$20.5B0.0%Rank #453 by share of filed assets
Fees received$9MMedian $72,813/planSum across Schedule C direct + indirect
Net wins YoY+1016 won - 6 lostPlan-level switch detection

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