Plan Ledger DOL Form 5500 · updated monthly

Sun Life Financial U.S. Services Company, Inc.benefits

Health, Welfare and Flexible Benefits Plan · WELLESLEY, MA · plan year 2025

Broker compensation reported · 2025
$37,556

Sun Life Financial U.S. Services Company, Inc.'s benefits plans covered 5,888 active participants in 2025, providing health · life · dental · vision · short-term disability · long-term disability · death benefits · other. Insurance brokers and agents were paid $37,556 in commissions and fees, costs that ultimately come out of what the employer and employees pay for coverage. That is $6 per covered person, in the bottom quarter of employer plans that report broker pay. Broker pay fell 9.9% from $41,691 in 2024.

Insurance contracts · 20258
CIGNA HEALTH AND LIFE INSURANCE COMPANY · health drug dentalpremiums n/a · 3 covered
COMPSYCHpremiums n/a · 5,724 covered
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY · ltdpremiums n/a · 289 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · lifepremiums n/a · 6,295 covered
SUN LIFE ASSURANCE COMPANY OF CANADA · ltdpremiums n/a · 5,824 covered
SUN LIFE ASSURANCE COMPANY OF CANADApremiums n/a · 2,721 covered
VISION SERVICE PLAN · visionpremiums n/a · 3,856 covered
SUN LIFE ASSURANCE COMPANY OF CANADApremiums n/a · 2,194 covered
Brokers & agents paid · 20257
RICHARD GEORGE SUTER$7,024
RICHARD A ST JEAN$4,370 · incl $574 fees
ANDREW L MOORE$2,296
MARSH EXECUTIVE BENEFITS, INC.$1,906
MARSH FINANCIAL INSURANCE SERVICES$400
GREGG A ANDERSON & VARIOUS AGENTS$65
Also brokered by Mercer5
Caterpillar Inc. TX$2,036,432
V2X Inc. CO$1,841,238
Iqvia Inc. NC$1,823,161

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Source: DOL Form 5500 Schedule A, plan year 2025, EIN 263730703 · Verify on EFAST2 · Amounts are as reported by the plan sponsor.