Sun Life Financial U.S. Services 401(k) and pension plans

Sun Life Financial U.S. Services Company, Inc., Wellesley Hills, MA. EIN 26-3730703. Annual reports 2009–2025. Also filed as Sun Life Financial U.S. Services Co Company, Inc.

Sun Life Financial U.S. Services Company, Inc. has 2 active retirement plans on file. The largest is the Sun Advantage Savings and Investment Plan, with 8,013 participants and $2.1 billion in assets in 2025. Voya has been its recordkeeper since 2011.

Active plans: 2
Participants: 10,064
Plan assets: $2.3 billion
401(k) recordkeeper: Voya
Plans on file: 3
Industry: Finance and insurance

All 3 plans

Active plans first

Sun Advantage Savings and Investment Plan

401(k)Active

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 005Employer EIN 26-3730703
Participants (2025): 8,013
Net assets (2025): $2.1 billion
Recordkeeper: VoyaEarlier: ING Institutioanl Plan Services (2010), Voya (2009)
Plan administrator: Benefit Plans Committee Sun Life Fin. U.S. Srvcs Co. Inc.
96 Worcester Street
Wellesley Hills, MA 02481
(781) 446-1295As filed for 2025
In effect since: April 1, 1986

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	8,013	$2.1 billion	Voya
2024	8,069	$1.8 billion	Voya
2023	8,112	$1.5 billion	Voya
2022	5,678	$1.3 billion	Voya
2021	5,250	$1.3 billion	Voya
2020	5,167	$1.2 billion	Voya
2019	5,182	$958 million	Voya
2018	5,113	$769 million	Voya
2017	5,173	$804 million	Voya
2016	5,161	$669 million	Voya
2015	3,740	$504 million	Voya
2014	3,944	$508 million	Voya
2013	4,132	$477 million	Voya
2012	3,868	$404 million	Voya
2011	3,953	$362 million	Voya
2010	4,074	$352 million	ING Institutioanl Plan Services
2009	4,192	$290 million	Voya

Retirement Income Plan

Pension (defined benefit), frozenActive

Active. The plan filed its annual report for the 2025 plan year.

Plan number: 001Employer EIN 26-3730703
Participants (2025): 2,051
Net assets (2025): $249 million
Administered by: PwC US Tax LLPEarlier: Pricewaterhousecoopers Advisory SVC (2023), Pension & Benefits Live (2012–2022), Pension Live (2011), Pension & Benefits Live (2010), WTW (2009)
Plan administrator: Benefit Plans Committee, Sun Life Financial U.S. Services Company
One Sun Life Executive Park
Wellesley Hills, MA 02481
(781) 237-6030As filed for 2025
In effect since: December 1, 1975

Year by year, 2009 to 2025

Plan year	Participants	Net assets	Recordkeeper
2025	2,051	$249 million	PwC US Tax LLP
2024	2,121	$252 million	PwC US Tax LLP
2023	2,171	$271 million	Pricewaterhousecoopers Advisory SVC
2022	2,217	$274 million	Pension & Benefits Live
2021	2,284	$358 million	Pension & Benefits Live
2020	2,350	$377 million	Pension & Benefits Live
2019	2,422	$354 million	Pension & Benefits Live
2018	2,479	$325 million	Pension & Benefits Live
2017	2,514	$348 million	Pension & Benefits Live
2016	2,546	$339 million	Pension & Benefits Live
2015	2,585	$336 million	Pension & Benefits Live
2014	2,634	$349 million	Pension & Benefits Live
2013	2,686	$318 million	Pension & Benefits Live
2012	2,852	$276 million	Pension & Benefits Live
2011	3,765	$282 million	Pension Live
2010	3,778	$269 million	Pension & Benefits Live
2009	3,878	$245 million	WTW

US Agents' & Salaried Field Representatives Frozen Defined Contribution Plan and Trust

Money purchase pensionClosed

Closed. The plan filed its final annual report for 2021, which means its assets were paid out or moved and it no longer exists.

Plan number: 007Employer EIN 26-3730703
Participants (2020): 2
Net assets (2020): $37,696
Plan administrator: Benefit Plans Committee, Sun Life Financial U.S. Services Company
One Sun Life Executive Park
Wellesley Hills, MA 02481
(781) 237-6030As filed for 2021
In effect since: April 1, 2008

Year by year, 2009 to 2021

Plan year	Participants	Net assets	Recordkeeper
2021	0	$0	not listed
2020	2	$37,696	not listed
2019	4	$69,579	not listed
2018	4	$67,884	not listed
2017	4	$66,580	not listed
2016	4	$65,977	not listed
2015	5	$92,360	not listed
2014	7	$140,092	not listed
2013	9	$183,120	not listed
2012	10	$197,187	not listed
2011	11	$300,252	not listed
2010	13	$323,409	not listed
2009	17	$435,792	not listed

If you had money in one of these plans

Call Voya (voya.com), which runs the Sun Advantage Savings and Investment Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((781) 446-1295). That number was filed for 2025; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.