Sun Life Financial (U.S.) Services Company, Inc.

Wellesley Hills, MA

Florida

Registered In

12/29/2009

Incorp. Date

Foreign

Registration Type

Delaware

Foreign Jurisdiction

Company Summary

Sun Life Financial (U.S.) Services Company, Inc. in Wellesley Hills, MA lists Wortham Tammi and Goerke Amy of Wellesley Hills, MA

Overview

Registered In

Florida

Incorporation Date

12/29/2009

Company Type

Foreign Profit

Status

Active

Registration Type

Foreign

Foreign Jurisdiction

Delaware

EIN

26-3730703

Email

************@sunlife.com

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People

C T Corporation System Registered Agent	1200 S PINE ISLAND RD, PLANTATION, FL 33324
Wortham Tammi President	96 WORCESTER ST, WELLESLEY HILLS, MA 02481 (View Past Addresses)
Goerke Amy VP,	96 WORCESTER ST, WELLESLEY HILLS, MA 02481
Kallas Colleen L AVP	2323 GRAND BLVD, KANSAS CITY, MO 64108
Davis Scott M Dire	96 WORCESTER ST, WELLESLEY HILLS, MA 02481 (View Past Addresses)
Haynes Neil L SVP,	96 WORCESTER ST, WELLESLEY HILLS, MA 02481 (View Past Addresses)

Showing current associates only (6 of 7 total associates). Create a free account to see the full associate history

Map & Locations

96 WORCESTER ST SC 3093, WELLESLEY HILLS, MA 02481 View Map

Showing current addresses only (1 of 2 total addresses). Create a free account to see the full address history

Financials

Financial Information for Sun Life Financial (U.S.) Services Company, Inc.

Form 5500

SUN LIFE FINANCIAL U.S. SERVICES COMPANY, INC.

One Sun Life Executive Park, Wellesley Hills, Ma 02481 (781) 237-6030 EIN:26-3730703 Plan Admin:Benefit Plans Committee, Sun Life Financial U.S. Services Company

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameHEALTH, WELFARE AND FLEXIBLE BENEFITS PLAN Plan #501 Participants BOY/EOY3,858 / 0 Assets BOY/EOY$0 / $0	2023	HEALTH, WELFARE AND FLEXIBLE BENEFITS PLAN - Plan #501	3,858 / 0	$0 / $0
2023	Plan NameSEVERANCE PAY AND BENEFIT PLAN Plan #514 Participants BOY/EOY3,573 / 0 Assets BOY/EOY$0 / $0	2023	SEVERANCE PAY AND BENEFIT PLAN - Plan #514	3,573 / 0	$0 / $0
2023	Plan NameRETIREE HEALTH REIMBURSEMENT ACCOUNT Plan #519 Participants BOY/EOY327 / 0 Assets BOY/EOY$0 / $0	2023	RETIREE HEALTH REIMBURSEMENT ACCOUNT - Plan #519	327 / 0	$0 / $0
2022	Plan NameSUN ADVANTAGE SAVINGS AND INVESTMENT PLAN Plan #005 Participants BOY/EOY5,250 / 5,678 Assets BOY/EOY$1,337,846,223 / $1,267,305,896	2022	SUN ADVANTAGE SAVINGS AND INVESTMENT PLAN - Plan #005	5,250 / 5,678	$1,337,846,223 / $1,267,305,896
2022	Plan NameRETIREMENT INCOME PLAN Plan #001 Participants BOY/EOY2,284 / 2,217 Assets BOY/EOY$358,194,604 / $274,086,244	2022	RETIREMENT INCOME PLAN - Plan #001	2,284 / 2,217	$358,194,604 / $274,086,244
2022	Plan NameSEVERANCE PAY AND BENEFIT PLAN Plan #514 Participants BOY/EOY3,216 / 0 Assets BOY/EOY$0 / $0	2022	SEVERANCE PAY AND BENEFIT PLAN - Plan #514	3,216 / 0	$0 / $0
2022	Plan NameHEALTH, WELFARE AND FLEXIBLE BENEFITS PLAN Plan #501 Participants BOY/EOY3,480 / 0 Assets BOY/EOY$0 / $0	2022	HEALTH, WELFARE AND FLEXIBLE BENEFITS PLAN - Plan #501	3,480 / 0	$0 / $0
2022	Plan NameRETIREE HEALTH REIMBURSEMENT ACCOUNT Plan #519 Participants BOY/EOY320 / 0 Assets BOY/EOY$0 / $0	2022	RETIREE HEALTH REIMBURSEMENT ACCOUNT - Plan #519	320 / 0	$0 / $0
2021	Plan NameSUN ADVANTAGE SAVINGS AND INVESTMENT PLAN Plan #005 Participants BOY/EOY5,167 / 5,250 Assets BOY/EOY$1,153,803,803 / $1,337,846,223	2021	SUN ADVANTAGE SAVINGS AND INVESTMENT PLAN - Plan #005	5,167 / 5,250	$1,153,803,803 / $1,337,846,223
2021	Plan NameRETIREMENT INCOME PLAN Plan #001 Participants BOY/EOY2,350 / 2,284 Assets BOY/EOY$377,711,913 / $358,194,604	2021	RETIREMENT INCOME PLAN - Plan #001	2,350 / 2,284	$377,711,913 / $358,194,604
2021	Plan NameRETIREE HEALTH REIMBURSEMENT ACCOUNT Plan #519 Participants BOY/EOY312 / 0 Assets BOY/EOY$0 / $0	2021	RETIREE HEALTH REIMBURSEMENT ACCOUNT - Plan #519	312 / 0	$0 / $0
2021	Plan NameUS AGENTS' & SALARIED FIELD REPRESENTATIVES FROZEN DEFINED CONTRIBUTION PLAN AND TRUST Plan #007 Participants BOY/EOY2 / 0 Assets BOY/EOY$0 / $0	2021	US AGENTS' & SALARIED FIELD REPRESENTATIVES FROZEN DEFINED CONTRIBUTION PLAN AND TRUST - Plan #007	2 / 0	$0 / $0
2021	Plan NameSEVERANCE PAY AND BENEFIT PLAN Plan #514 Participants BOY/EOY3,123 / 0 Assets BOY/EOY$0 / $0	2021	SEVERANCE PAY AND BENEFIT PLAN - Plan #514	3,123 / 0	$0 / $0
2021	Plan NameHEALTH, WELFARE AND FLEXIBLE BENEFITS PLAN Plan #501 Participants BOY/EOY3,438 / 0 Assets BOY/EOY$0 / $0	2021	HEALTH, WELFARE AND FLEXIBLE BENEFITS PLAN - Plan #501	3,438 / 0	$0 / $0
2020	Plan NameSUN ADVANTAGE SAVINGS AND INVESTMENT PLAN Plan #005 Participants BOY/EOY5,182 / 5,167 Assets BOY/EOY$958,254,753 / $1,153,803,803	2020	SUN ADVANTAGE SAVINGS AND INVESTMENT PLAN - Plan #005	5,182 / 5,167	$958,254,753 / $1,153,803,803
2020	Plan NameRETIREMENT INCOME PLAN Plan #001 Participants BOY/EOY2,422 / 2,350 Assets BOY/EOY$353,994,050 / $377,711,913	2020	RETIREMENT INCOME PLAN - Plan #001	2,422 / 2,350	$353,994,050 / $377,711,913
2020	Plan NameSEVERANCE PAY AND BENEFIT PLAN Plan #514 Participants BOY/EOY3,126 / 0 Assets BOY/EOY$0 / $0	2020	SEVERANCE PAY AND BENEFIT PLAN - Plan #514	3,126 / 0	$0 / $0
2020	Plan NameRETIREE HEALTH REIMBURSEMENT ACCOUNT Plan #519 Participants BOY/EOY312 / 0 Assets BOY/EOY$0 / $0	2020	RETIREE HEALTH REIMBURSEMENT ACCOUNT - Plan #519	312 / 0	$0 / $0
2020	Plan NameUS AGENTS' & SALARIED FIELD REPRESENTATIVES FROZEN DEFINED CONTRIBUTION PLAN AND TRUST Plan #007 Participants BOY/EOY4 / 2 Assets BOY/EOY$0 / $0	2020	US AGENTS' & SALARIED FIELD REPRESENTATIVES FROZEN DEFINED CONTRIBUTION PLAN AND TRUST - Plan #007	4 / 2	$0 / $0
2020	Plan NameHEALTH, WELFARE AND FLEXIBLE BENEFITS PLAN Plan #501 Participants BOY/EOY3,444 / 0 Assets BOY/EOY$0 / $0	2020	HEALTH, WELFARE AND FLEXIBLE BENEFITS PLAN - Plan #501	3,444 / 0	$0 / $0
2019	Plan NameSUN ADVANTAGE SAVINGS AND INVESTMENT PLAN Plan #005 Participants BOY/EOY5,113 / 5,182 Assets BOY/EOY$769,306,942 / $958,254,753	2019	SUN ADVANTAGE SAVINGS AND INVESTMENT PLAN - Plan #005	5,113 / 5,182	$769,306,942 / $958,254,753
2019	Plan NameRETIREMENT INCOME PLAN Plan #001 Participants BOY/EOY2,479 / 2,422 Assets BOY/EOY$325,278,856 / $353,994,050	2019	RETIREMENT INCOME PLAN - Plan #001	2,479 / 2,422	$325,278,856 / $353,994,050
2019	Plan NameHEALTH, WELFARE AND FLEXIBLE BENEFITS PLAN Plan #501 Participants BOY/EOY3,585 / 0 Assets BOY/EOY$0 / $0	2019	HEALTH, WELFARE AND FLEXIBLE BENEFITS PLAN - Plan #501	3,585 / 0	$0 / $0
2019	Plan NameSEVERANCE PAY AND BENEFIT PLAN Plan #514 Participants BOY/EOY3,173 / 0 Assets BOY/EOY$0 / $0	2019	SEVERANCE PAY AND BENEFIT PLAN - Plan #514	3,173 / 0	$0 / $0
2019	Plan NameGROUP DENTAL FOR U.S. AGENTS Plan #509 Participants BOY/EOY105 / 0 Assets BOY/EOY$0 / $0	2019	GROUP DENTAL FOR U.S. AGENTS - Plan #509	105 / 0	$0 / $0
2019	Plan NameUS AGENTS' & SALARIED FIELD REPRESENTATIVES FROZEN DEFINED CONTRIBUTION PLAN AND TRUST Plan #007 Participants BOY/EOY4 / 4 Assets BOY/EOY$0 / $0	2019	US AGENTS' & SALARIED FIELD REPRESENTATIVES FROZEN DEFINED CONTRIBUTION PLAN AND TRUST - Plan #007	4 / 4	$0 / $0
2019	Plan NameRETIREE HEALTH REIMBURSEMENT ACCOUNT Plan #519 Participants BOY/EOY310 / 0 Assets BOY/EOY$0 / $0	2019	RETIREE HEALTH REIMBURSEMENT ACCOUNT - Plan #519	310 / 0	$0 / $0

Benefit & Retirement Plans based on Form 5500.

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Person/City Match:Wortham Tammi - Wellesley Hills, MA

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Person/City Match:Goerke Amy - Wellesley Hills, MA

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Person/City Match:Kallas Colleen L - Kansas City, MO

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Person/City Match:Davis Scott M - Wellesley Hills, MA

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Person/City Match:Haynes Neil L - Wellesley Hills, MA

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Sources

The following government agencies have contributed data:

• Florida Department of State • U.S. Department of Labor

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