Form 5500 · Employee benefit plan · WELLESLEY, MA
SUN LIFE FINANCIAL U.S. SERVICES COMPANY, INC.
SUN LIFE FINANCIAL U.S. SERVICES COMPANY, INC.'s employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is MERCER HEALTH AND BENEFITS ADMIN. Coverage is written through MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY and 7 other carriers. The plan's most recent policy period ended in August.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 26-3730703 · plan 501 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | Disability | 304 | December | $41,079 |
| COMPSYCH | — | 5,756 | December | $0 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Life | 6,375 | December | $0 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | Disability | 5,940 | December | $0 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | — | 2,660 | December | $0 |
| VISION SERVICE PLAN | Vision | 3,853 | December | $0 |
| CIGNA HEALTH AND LIFE INSURANCE COMPANY | Health, Dental | 2 | August | $0 |
| SUN LIFE ASSURANCE COMPANY OF CANADA | — | 2,112 | December | $0 |
Questions
Who is SUN LIFE FINANCIAL U.S. SERVICES COMPANY, INC.'s benefits broker?
Per its most recent Form 5500 Schedule A, SUN LIFE FINANCIAL U.S. SERVICES COMPANY, INC.'s broker of record is MERCER HEALTH AND BENEFITS ADMIN.
What insurance carrier does SUN LIFE FINANCIAL U.S. SERVICES COMPANY, INC. use?
SUN LIFE FINANCIAL U.S. SERVICES COMPANY, INC.'s benefit plan is written through MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY, among 8 disclosed carriers.
When does SUN LIFE FINANCIAL U.S. SERVICES COMPANY, INC.'s group plan renew?
The most recent Schedule A policy period for SUN LIFE FINANCIAL U.S. SERVICES COMPANY, INC. ended in August. Group plans typically renew on the same annual cycle.
Where does this data come from?
All figures are drawn from SUN LIFE FINANCIAL U.S. SERVICES COMPANY, INC.'s public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.