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Form 5500 · Employee benefit plan · CHARLOTTE, NC

SUNLIGHT FINANCIAL HOLDINGS, LLC

SUNLIGHT FINANCIAL HOLDINGS, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is FUTUREPLAN FIDUCIARY SERVICES, LLC. Coverage is written through TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY. The plan's most recent policy period ended in December.

Benefits broker of record
FUTUREPLAN FIDUCIARY SERVICES, LLC
Insurance carrier
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY
Plan renews
December

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-5653713 · plan 001 · as of Jul 2026

Participants
210
Carriers on file
1
Disclosed commissions
$0
Renewal month
December

Schedule A insurance contracts

CarrierBenefitsCoveredRenewsCommission
TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY—210December$0

Questions

Who is SUNLIGHT FINANCIAL HOLDINGS, LLC's benefits broker?

Per its most recent Form 5500 Schedule A, SUNLIGHT FINANCIAL HOLDINGS, LLC's broker of record is FUTUREPLAN FIDUCIARY SERVICES, LLC.

What insurance carrier does SUNLIGHT FINANCIAL HOLDINGS, LLC use?

SUNLIGHT FINANCIAL HOLDINGS, LLC's benefit plan is written through TRANSAMERICA FINANCIAL LIFE INSURANCE COMPANY.

When does SUNLIGHT FINANCIAL HOLDINGS, LLC's group plan renew?

The most recent Schedule A policy period for SUNLIGHT FINANCIAL HOLDINGS, LLC ended in December. Group plans typically renew on the same annual cycle.

Where does this data come from?

All figures are drawn from SUNLIGHT FINANCIAL HOLDINGS, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.