DOL Form 5500 · 2024 Plan Year

SUN LIFE FINANCIAL U.S. SERVICES COMPANY, INC.

SUN ADVANTAGE SAVINGS AND INVESTMENT PLAN

Defined ContributionMA
$1.8B
Plan Assets
8,112
Participants
2024
Plan Year
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Plan Details

Plan Name
SUN ADVANTAGE SAVINGS AND INVESTMENT PLAN
Sponsor
SUN LIFE FINANCIAL U.S. SERVICES COMPANY, INC.
Sponsor EIN
263730703
Plan Number
005
Location
WELLESLEY HILLS, MA
Plan Type
Defined Contribution
Total Assets (Sch. H, EOY)
$1.8B
Participants
8,112
Filing Received
July 17, 2025
Plan Year
2024

About this Plan

SUN ADVANTAGE SAVINGS AND INVESTMENT PLAN is a defined contribution retirement plan sponsored by SUN LIFE FINANCIAL U.S. SERVICES COMPANY, INC., headquartered in WELLESLEY HILLS, MA, holding approximately $1.8B in plan assets on behalf of 8,112 participants. As a defined contribution plan, its assets are held in participant-directed accounts. This data is sourced from the plan's DOL Form 5500 filing (Schedule H).