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Sponsor portfolioWelfare / HealthEIN 26-3730703
SUN LIFE FINANCIAL U.S. SERVICES COMPANY, INC.
96 WORCESTER STREET · WELLESLEY, MA 02481
7812376030
- Plans filed
- 6
- Years active
- 2015–2025
- Industry
- NAICS 52
- Latest filing
- 2025
Total premiums (latest)
$8.6M
No prior year
Persons covered
6,295
No prior year
Total participants
12,087
No prior year
Plans filed
6
No prior year
Plans under this sponsor
6 plans
Plan #501$8.6M
HEALTH, WELFARE AND FLEXIBLE BENEFITS PLAN
Mixed6,295 covered·5 carriers
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #504$51K
U.S. AGENTS' AND SALARIED FIELD REPRESENTATIVES' GROUP LIFE INSURANCE PLAN
Fully insured81 covered·1 carrier
Primary: SUN LIFE ASSURANCE COMPANY OF CANADA
Plan #514$0
SEVERANCE PAY AND BENEFIT PLAN
Self-funded0 covered·0 carriers
Plan #519$0
RETIREE HEALTH REIMBURSEMENT ACCOUNT
Self-funded0 covered·0 carriers
Plan #509$0
GROUP DENTAL FOR U.S. AGENTS
Self-funded0 covered·0 carriers
Plan #505$0
GROUP MAJOR MEDICAL FOR U.S. AGENTS & SALARIED FIELD REPRESENTATIVES
Self-funded0 covered·0 carriers
Coverage overview
Aggregate, latest year
| Benefit type | Premium | Share | Distribution |
|---|---|---|---|
| Other | $5.0M | 40.6% | |
| Life | $3.6M | 29.5% | |
| Long-term disability | $2.9M | 23.8% | |
| Vision | $672K | 5.5% | |
| Health | $26K | 0.2% | |
| Dental | $26K | 0.2% | |
| Prescription drug | $26K | 0.2% |
Carrier overview
5 carriers · all plans
| Carrier | Coverage | Total premium | Share | Plans | Contracts | Covered |
|---|---|---|---|---|---|---|
EIN 381082080 | LLTDOth | $7.6M | 88.3% | 1 | 4 | 6,295 |
EIN 061227840 | V | $672K | 7.8% | 1 | 1 | 3,856 |
EIN 041590850 | LTD | $240K | 2.8% | 1 | 1 | 289 |
EIN 363739783 | Oth | $70K | 0.8% | 1 | 1 | 5,724 |
EIN 591031071 | HRxD | $26K | 0.3% | 1 | 1 | 3 |
Broker overview
6 brokers · all plans
| Broker | Loc | Carriers | Commissions | Fees | Total comp | Share | Plans |
|---|---|---|---|---|---|---|---|
| MERCER HEALTH AND BENEFITS, LLC | NEW YORK, NY | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $21K | $0 | $21K | 57.2% | 1 |
| RICHARD GEORGE SUTER | STUDIO CITY, CA | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $7K | $0 | $7K | 18.7% | 1 |
| RICHARD A ST JEAN | BOSTON, MA | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $4K | $574 | $4K | 11.6% | 1 |
| MARSH & MCLENNAN AGENCY LLC | SEATTLE, WA | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $2K | $0 | $2K | 6.1% | 1 |
| ANDREW L MOORE | NEWPORT BEACH, CA | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $2K | $0 | $2K | 6.1% | 1 |
| MJ INSURANCE | STUART, FL | MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | $65 | $0 | $65 | 0.2% | 1 |
History & trajectory
11 years · all plans
Total premiums
Summed across all plans for this sponsor.
Persons covered
EOY headcount summed across all plans.
Carrier mix
Premium by top carriers, summed across plans.
Broker compensation
Comp by top brokers, summed across plans.
Policy details
Latest year, by plan