DOL Form 5500 · 2024 Plan Year

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

RETIREMENT INCOME PLAN

Defined BenefitMA
$252.6M
Plan Assets
2,171
Participants
2024
Plan Year
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Plan Details

Plan Name
RETIREMENT INCOME PLAN
Sponsor
SUN LIFE FINANCIAL U.S. SERVICES COMPANY, INC.
Sponsor EIN
263730703
Plan Number
001
Location
WELLESLEY HILLS, MA
Plan Type
Defined Benefit
Total Assets (Sch. H, EOY)
$252.6M
Participants
2,171
Filing Received
July 17, 2025
Plan Year
2024

About this Plan

RETIREMENT INCOME PLAN is a defined benefit retirement plan sponsored by SUN LIFE FINANCIAL U.S. SERVICES COMPANY, INC., headquartered in WELLESLEY HILLS, MA, holding approximately $252.6M in plan assets on behalf of 2,171 participants. As a defined benefit plan, its assets are managed by the sponsor's investment office, which typically allocates across public and private markets to meet long-dated liabilities. This data is sourced from the plan's DOL Form 5500 filing (Schedule H).