Find an old Sun Life Financial U.S. Services 401(k)
Sun Advantage Savings and Investment Plan
Sun Life Financial U.S. Services Company, Inc. · Plan 005 · EIN 26-3730703 · Wellesley Hills, MA
| Plan administrator | Benefit Plans Committee Sun Life Fin. U.S. Srvcs Co. Inc. 96 Worcester Street, Wellesley Hills, MA 02481-5615 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Voya Institutional Plan Services | Schedule C ↗ |
| Former employees with balances | 2,011 separated participants still had money in the plan | Form 5500 ↗ |
Retirement Income Plan
Sun Life Financial U.S. Services Company, Inc. · Plan 001 · EIN 26-3730703 · Wellesley Hills, MA
| Plan administrator | Benefit Plans Committee, Sun Life Financial U.S. Services Company One Sun Life Executive Park, Wellesley Hills, MA 02481 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Pwc US Tax LLP | Schedule C ↗ |
| Former employees with balances | 647 separated participants still had money in the plan | Form 5500 ↗ |
US Agents' & Salaried Field Representatives Frozen Defined Contribution Plan and Trust
Sun Life Financial U.S. Services Company, Inc. · Plan 007 · EIN 26-3730703 · Wellesley Hills, MA
| Plan administrator | Benefit Plans Committee, Sun Life Financial U.S. Services Company One Sun Life Executive Park, Wellesley Hills, MA 02481 | Form 5500 ↗ |
| Recordkeeper (who holds the accounts) | Not listed on Schedule C (small plans often don't file one) | |
| Former employees with balances | 0 separated participants still had money in the plan | Form 5500 ↗ |
| Termination | The plan year 2021 filing is marked as the final filing: assets were distributed or moved. Contact the administrator about where your balance went. | Form 5500 ↗ |
Sun Life Financial U.S. Services 401(k) match, vesting and fees →
Found it? Your options
| Leave it | Often allowed if your balance is over $7,000. You keep the plan's investments and fees. |
| Move it to your new job's plan | If the new plan accepts roll-ins. Ask the new plan's recordkeeper. |
| Roll it into an IRA | More investment choices, and you control it. A direct rollover avoids withholding and penalties. |
| Cash out | Usually taxed, plus a 10% penalty if you are under 59½. |
General information, not financial or tax advice. Rules depend on your plan and situation.
How to track down the account
- Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
- If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
- Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.
Common questions
How do I find my old Sun Life Financial U.S. Services 401(k)?
Contact the plan administrator listed on the plan's Form 5500 filing: Benefit Plans Committee Sun Life Fin. U.S. Srvcs Co. Inc., (781) 446-1295. The accounts are held by the recordkeeper, Voya Institutional Plan Services. Have your Social Security number and dates of employment ready.
What is the Sun Life Financial U.S. Services 401(k) phone number?
The plan administrator phone number on the plan year 2025 filing is (781) 446-1295.
Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with Sun Life Financial U.S. Services and does not hold accounts. Not financial advice. Report a correction