Sun Life Family Health Center 403(b) match, vesting and fees
What Sun Life Family Health Center's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Sun Life Family Health Center: employer contribution per participant | $1,077 | |
| Peer median | $1,337 |
| Sun Life Family Health Center: average balance | $27,548 | |
| Peer median | $35,764 |
| Sun Life Family Health Center: admin expenses ÷ assets | 0.55% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $15.6M at the end of plan year 2021 to $19M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 782 | $19M | $742K | $1,077 | 0.55% | Not published | Form 5500 ↗ |
| 2023 | 724 | $16.2M | $577K | $901 | 0.54% | Not published | Form 5500 ↗ |
| 2022 | 632 | $13.2M | $119K | $213 | 0.53% | Not published | Form 5500 ↗ |
| 2021 | 558 | $15.6M | $369K | $742 | 0.55% | Not published | Form 5500 ↗ |
Common questions
Does Sun Life Family Health Center match 401(k) contributions?
The match terms for the Sun Life Family Health Center, Inc. 403(b) Plan have not been published from its filing yet. The plan year 2024 filing reports $742K in employer contributions, about $1,077 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sun Life Family Health Center 401(k) match vested?
The vesting schedule for the Sun Life Family Health Center, Inc. 403(b) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sun Life Family Health Center 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Sun Life Family Health Center, Inc..
I left Sun Life Family Health Center. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sun Life Family Health Center, Inc., (520) 836-3446) or the recordkeeper, Principal Life Insurance Company. The Sun Life Family Health Center old 401(k) page lists the contacts from every plan filing. Find an old Sun Life Family Health Center 401(k)
Data from the public Form 5500 annual reports Sun Life Family Health Center filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Sun Life Family Health Center. Not financial advice. Report a correction · Methodology