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| Company Name: | SUN LIFE FINANCIAL U.S. SERVICES COMPANY, INC. |
| Employer identification number (EIN): | 263730703 |
| NAIC Classification: | 524140 |
The following addresses have been detected on the 401k submissions:
| USA Mailing Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2007-01-01 | |||||
| Date last seen: 2024-06-30 | |||||
| USA Mailing Address | |||||
|---|---|---|---|---|---|
| |||||
| Date first seen: 2010-07-02 | |||||
| Date last seen: 2019-07-25 | |||||
| Plan id# | Plan Name | Plan Start Date | Plan Effective Date |
|---|---|---|---|
| 501 | HEALTH, WELFARE AND FLEXIBLE BENEFITS PLAN | 2014-01-01 | 1953-01-18 |
| 005 | SUN ADVANTAGE SAVINGS AND INVESTMENT PLAN | 2015-01-01 | 1986-04-01 |
| 514 | SEVERANCE PAY AND BENEFIT PLAN | 2015-01-01 | 1997-01-01 |
| 504 | U.S. AGENTS' AND SALARIED FIELD REPRESENTATIVES' GROUP LIFE INSURANCE PLAN | 2012-01-01 | 1937-12-13 |
| 505 | GROUP MAJOR MEDICAL FOR U.S. AGENTS & SALARIED FIELD REPRESENTATIVES | 2015-01-01 | 1959-01-01 |
| 509 | GROUP DENTAL FOR U.S. AGENTS | 2015-01-01 | 1979-02-01 |
| 001 | RETIREMENT INCOME PLAN | 2015-01-01 | 1975-12-01 |
| 007 | US AGENTS' & SALARIED FIELD REPRESENTATIVES FROZEN DEFINED CONTRIBUTION PLAN AND TRUST | 2015-01-01 | 2008-04-01 |
| 519 | RETIREE HEALTH REIMBURSEMENT ACCOUNT | 2016-04-01 | 2016-04-01 |
| Date | Type of contribution | Contribution | Number of participants/employees | Average contribution per participant | |
|---|---|---|---|---|---|
| 2015-03-18 | Employer Contributions | $ 5,000,000 | 2109 | $ 2,371 | |
| 2015-03-18 | Employee Contributions | $ 5,000,000 | 2109 | $ 2,371 | |
| 2014-03-14 | Employer Contributions | $ 24,000,000 | 2171 | $ 11,055 | |
| 2014-03-14 | Employee Contributions | $ 24,000,000 | 2171 | $ 11,055 | |
| 2013-03-20 | Employer Contributions | $ 15,000,000 | 1 | $ 15,000,000 | |
| 2013-03-20 | Employee Contributions | $ 15,000,000 | 1 | $ 15,000,000 | |
| 2012-03-27 | Employer Contributions | $ 15,000,000 | 1 | $ 15,000,000 | |
| 2012-03-27 | Employee Contributions | $ 15,000,000 | 1 | $ 15,000,000 | |
| 2011-04-13 | Employer Contributions | $ 5,769,883 | 1 | $ 5,769,883 | |
| 2011-04-13 | Employee Contributions | $ 5,769,883 | 1 | $ 5,769,883 | |
| 2010-04-20 | Employer Contributions | $ 3,000,000 | 1 | $ 3,000,000 | |
| 2010-04-20 | Employee Contributions | $ 3,000,000 | 1 | $ 3,000,000 |
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