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Original filing (PDF)20250814151733NAL0009233891001

SUNRISE TECHNOLOGIES, INC.

Form 5500
FILING_RECEIVED
SUNRISE TECHNOLOGIES, INC. WELFARE BENEFITS PLAN
Health & welfare plan
Signals · 3
No auditor on fileNo recordkeeper disclosed7 service providers
Active participants
245
Accounts w/ balance
Plan assets (EOY)
Net assets (EOY)
Plan health score (directional)
75
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
  • No independent qualified public accountant (IQPA) named.
  • No recordkeeper disclosed on Schedule C.
Helping the score
  • Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
  • No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUNRISE TECHNOLOGIES, INC..
Plan sponsor
Name
SUNRISE TECHNOLOGIES, INC.
EIN
56-1902272
Address
525 VINE STREET, SUITE 210 · WINSTON-SALEM, NC · 27101
Phone
(336) 722-6741
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
501
Plan year
2024
Plan year begin
2024-05-01
Tax period
2025-04-30
Filed
2025-08-14
Welfare benefit codes
4A · Health (other than dental or vision)
4B · Life Insurance
4D · Dental
4E · Vision
4F · Temporary Disability (accident and sickness)
4H · Long-Term Disability
4Q · Other
Audit & trust (Schedule H)
Auditor
Trustee / custodian
Trustee phone

Service providers (Schedule C)

7 rows
Broker
2
NameEINLocationRelationDirect compIndirect comp
MAIN STREET INSURANCE GROUP56-2185489BROKER$80K
ADVOSEE85-4312283BROKER$29K
Other
5
NameEINLocationRelationDirect compIndirect comp
HEALTHGRAM, INC56-1449504N/A$103K
CIGNA CORPORATION59-1031071N/A$42K
HEALTHGRAM- TELEDOCINC47-4591265TELEMEDICINE$4K
CAREOPERATIVE, LLC20-8981027N/A$4K
FLORES AND ASSOCIATES56-1542307FSA ADMIN$894

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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