Form 5500 · Employee benefit plan · CHARLOTTE, NC
SUNLIGHT FINANCIAL, LLC
SUNLIGHT FINANCIAL, LLC's employee benefit plan is documented in its annual Form 5500 filing with the Department of Labor. Its broker of record is NFP CORPORATE SERVICES SE INC. Coverage is written through AMERITAS LIFE INSURANCE CORP. and 5 other carriers. The plan's most recent policy period ended in December.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 46-5653713 · plan 502 · as of Jul 2026
Schedule A insurance contracts
| Carrier | Benefits | Covered | Renews | Commission |
|---|---|---|---|---|
| AMERITAS LIFE INSURANCE CORP. | Dental, Vision | 255 | December | $14,558 |
| UNUM LIFE INSURANCE COMPANY OF AMERICA | Life, Disability | 115 | December | $7,314 |
| UNUM LIFE INSURANCE COMPANY | Life | 56 | December | $1,066 |
| UNUM INSURANCE COMPANY | Health | 36 | December | $914 |
| UNUM INSURANCE COMPANY | Health | 53 | December | $774 |
| FIRST UNUM LIFE INSURANCE COMPANY | — | 22 | December | $0 |
Questions
Who is SUNLIGHT FINANCIAL, LLC's benefits broker?
Per its most recent Form 5500 Schedule A, SUNLIGHT FINANCIAL, LLC's broker of record is NFP CORPORATE SERVICES SE INC.
What insurance carrier does SUNLIGHT FINANCIAL, LLC use?
SUNLIGHT FINANCIAL, LLC's benefit plan is written through AMERITAS LIFE INSURANCE CORP., among 6 disclosed carriers.
When does SUNLIGHT FINANCIAL, LLC's group plan renew?
The most recent Schedule A policy period for SUNLIGHT FINANCIAL, 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, LLC's public Form 5500 filing with the U.S. Department of Labor (EFAST2). Form 5500 is a public record.