What public Form 5500 filings show about the Sun Life Financial U.S. Services Company, Inc. 401(k) plan — and how to find and check your own account.
Sun Life Financial U.S. Services Company, Inc. (EIN 26-3730703) reports SUN ADVANTAGE SAVINGS AND INVESTMENT PLAN on its most recent Form 5500, with $1.8B in plan assets across 5,991 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Sun Life Financial U.S. Services Company, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Voya, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Sun Life Financial U.S. Services Company, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SUN LIFE ASSURANCE CO OF CANADA, PWC US TAX LLP, WILLIS TOWERS WATSON, VOYA INSTITUTIONAL PLAN SERVICES.
