Sunrise Community retirement plans

Sunrise Community, Inc., Miami, FL. EIN 65-0118730. Annual reports 2009–2024. Also filed as Sunrise Community, Inc.

Sunrise Community, Inc. has one active retirement plan on file, the Sunrise Community, Inc. the Employee Pension Benefit Plan, with 3,892 participants and $29.9 million in assets in 2024. Valic Retirement Services has been its recordkeeper since 2021. No traditional pension plan appears in Sunrise Community's filings since 2009.

Active plans: 1
Participants: 3,892
Plan assets: $29.9 million
401(k) recordkeeper: Valic Retirement Services
Plans on file: 1
Industry: Professional services

The plan

Sunrise Community, Inc. the Employee Pension Benefit Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 65-0118730
Participants (2024): 3,892
Net assets (2024): $29.9 million
Recordkeeper: Valic Retirement ServicesEarlier: Variable Annuity Life Insurance (2020), Valic Retirement Services (2015–2019), Variable Annuity Life Insurance (2009–2014)
Plan administrator: Sunrise Community, Inc.
9040 Sunset Drive
Miami, FL 33173
(305) 273-3086As filed for 2024
In effect since: July 1, 1993

Earlier plan names: Sunrise Community Inc. the Employee Pension Benefit Plan; Sunrise Community, Inc the Employee Pension Benefit Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,892	$29.9 million	Valic Retirement Services
2023	4,329	$26.0 million	Valic Retirement Services
2022	3,983	$22.8 million	Valic Retirement Services
2021	3,715	$19.4 million	Valic Retirement Services
2020	5,897	$21.5 million	Variable Annuity Life Insurance
2019	4,984	$17.9 million	Valic Retirement Services
2018	4,522	$17.3 million	Valic Retirement Services
2017	4,362	$16.6 million	Valic Retirement Services
2016	4,463	$15.5 million	Valic Retirement Services
2015	4,421	$14.4 million	Valic Retirement Services
2014	4,185	$13.9 million	Variable Annuity Life Insurance
2013	3,659	$13.1 million	Variable Annuity Life Insurance
2012	4,761	$11.4 million	Variable Annuity Life Insurance
2011	4,659	$10.1 million	Variable Annuity Life Insurance
2010	4,455	$9.7 million	Variable Annuity Life Insurance
2009	4,062	$8.0 million	Variable Annuity Life Insurance

If you had money in one of these plans

Call Valic Retirement Services, which runs the Sunrise Community, Inc. the Employee Pension Benefit 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 ((305) 273-3086). That number was filed for 2024; ask for the benefits or retirement plan office.
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.

The plan

Sunrise Community, Inc. the Employee Pension Benefit Plan

If you had money in one of these plans

What these numbers are

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