Sun Life

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

5,650

Total plan assets

Filings (rows)

Direct comp

$72K

Indirect comp

Showing only "SUN LIFE"

View all 38 variants aggregated →

SUN LIFE ASSURANCE OF CANAD71 SUN LIFE ASSURANCE CO OF CANADA52 SUN LIFE CAPITAL MANAGEMENT39 SUN LIFE ASSURANCE20 SUN LIFE CAPITAL MANAGEMENT U S13 SUN LIFE OF CANADA11 SUN LIFE FINANCIAL10

SERVICES PROVIDED

Other service providers2

TPA / Administrator1

Insurance1

CITs / DFEs sponsored by this firm

Click a collective trust to see every plan that holds it.

Fund / entity	Plans holding
	2

Plans served

All 4 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
BOY Scouts of America BOY Scouts of America Employee Welfare Benefits Plan · all filings	IRVING, TX	Other service providers	4,045	$0	$39K	$0
The Shepherd Holding Company The Shepherd Group Welfare Benefits Plan · all filings	CINCINNATI, OH	Other service providers	431	—	$6K	$0
Whitman, Requardt and Associates, LLP Whitman, Requardt & Associates, LLP Health and Welfare Plans · all filings	BALTIMORE, MD	Insurance	827	—	$364	$0
Mriglobal Mriglobal Employee Benefits Plan · all filings	KANSAS CITY, MO	TPA / Administrator	347	—	$26K	$0