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Insurance carrier

SUN LIFE AND HEALTH INSURANCE COMPANY

SUN LIFE AND HEALTH INSURANCE COMPANY appears on 410 employer benefit contracts in public Form 5500 Schedule A filings.

410 employer contracts on file name SUN LIFE AND HEALTH INSURANCE COMPANY as the insurance carrier. The full book with premiums and commissions is on the subscriber view of this page, or through the Form5500Lookup connector for ChatGPT and Claude.

Book profile

SUN LIFE AND HEALTH INSURANCE COMPANY writes 410 insured contracts for 349 employers, across 30 states, led by NY, NC, CA.

Disability is the largest line (266 contracts), followed by life (220), dental (37), vision (31).

MERCER HEALTH AND BENEFITS, LLC is the broker of record on the most contracts (23, about 6%); USI INSURANCE SERVICES LLC, GALLAGHER BENEFIT SERVICES, INC., CONSILIARIUM GROUP LLC follow.

Renewals concentrate on January 1: 69% of the dated welfare contracts have policy years ending in December, so most of the book comes up for review at once.

Brokers of record

Offices that file under one name are added up on one row. The name links to the office with the most contracts on this carrier.

BrokerContracts
Contracts by employer state

Counted by each employer's own state. Largest first.

StateContracts
Lines of coverage

Contracts by line.

disability 266 · life 220 · dental 37 · vision 31 · stop-loss 30 · health 9

Renewals by month

Welfare contracts, counted by their typical renewal date (the 1st after the policy year ends). Annuity and GIC funding contracts have no renewal.

  1. J
  2. F
  3. M
  4. A
  5. M
  6. J
  7. J
  8. A
  9. S
  10. O
  11. N
  12. D

Employers with plans through SUN LIFE AND HEALTH INSURANCE COMPANY

EmployerLocationBrokerRenews
WEGMANS FOOD MARKETS, INC.ROCHESTER, NYGALLAGHER BENEFIT SERVICES, INC.Jan 1FY2025
STO BUILDING GROUP INC.NEW YORK, NYWILLIS TOWERS WATSON INS SVCS WESTJan 1FY2025
KALEIDA HEALTHBUFFALO, NYLAWLEY LLCJan 1FY2025
LACTALIS USABUFFALO, NYUSI INSURANCE SERVICES LLCJan 1FY2025
BOARD OF TRUSTEES LOCAL 812 HEALTH FUNDGREAT NECK, NYTHE SEGAL COMPANY(EASTERN STATES),Jan 1FY2024
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344

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Sourced from U.S. DOL EFAST2 Form 5500 · Schedule A · each row is that employer’s most recent filing, largest premium first (plan years 2024–2025 on this page)

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