Original filing (PDF)20250624111733NAL0009834096001

A. Gregory Caruso, M.D. Inc. DBA Sun Life Medical Group

Name: A. Gregory Caruso, M.D. Inc. DBA Sun Life Medical Group — Form 5500 Plan 002 (2024)
Creator: A. Gregory Caruso, M.D. Inc. DBA Sun Life Medical Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

A. Gregory Caruso, M.D., Inc. Defined Benefit Pension Plan

Defined-benefit pension plan · A. Gregory Caruso, M.D. Inc. DBA Sun Life Medical Group's A. Gregory Caruso, M.D., Inc. Defined Benefit Pension Plan held $7.9M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

People on this filing

A. Gregory Caruso signed A. Gregory Caruso, M.D. Inc. DBA Sun Life Medical Group's 2024 Form 5500 as plan administrator.

A. Gregory Caruso — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

A. Gregory Caruso, M.D. Inc. DBA Sun Life Medical Group's EIN is 95-3501756.

EIN 95-3501756

Plan number 002

Plan year 2024

ACK ID 20250624111733NAL0009834096001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for A. Gregory Caruso, M.D. Inc. DBA Sun Life Medical Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

A. Gregory Caruso, M.D. Inc. DBA Sun Life Medical Group's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for A. GREGORY CARUSO, M.D. INC. DBA SUN LIFE MEDICAL GROUP.

Finding similar companies…

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score