401k Plan data: SUN LIFE plan

SUN LIFE 401k Plan overview

Plan Name	SUN LIFE
Plan identification number	506

SUN LIFE Benefits

401k Plan Type	Welfare Benefit
Plan Features/Benefits	Life insurance Long-term disability cover

401k Sponsoring company profile

TRUSTEES OF THE CONVENT OF THE SACRED HEART INC. has sponsored the creation of one or more 401k plans.

Company Name: TRUSTEES OF THE CONVENT OF THE SACRED HEART INC.

Employer identification number (EIN): 352425019

NAIC Classification: 611000

Form 5500 Filing Information

Submission information for form 5500 for 401k plan SUN LIFE

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
506 2021-07-01
506 2021-07-01 MAUREEN PATRILLO
506 2020-07-01
506 2019-07-01
506 2017-07-01 ANTHONY COSTA ANTHONY COSTA 2019-01-29
506 2016-07-01 ANTHONY COSTA ANTHONY COSTA 2018-02-01
506 2015-07-01 ANTHONY COSTA ANTHONY COSTA 2017-01-31
506 2014-07-01 ANTHONY COSTA ANTHONY COSTA 2016-01-29
506 2013-07-01 ANTHONY COSTA ANTHONY COSTA 2015-01-30
506 2012-07-01 ANTHONY COSTA

Plan id#	Filing Submission Date	Name of Administrator	Name of Company Sponsor	Date Sponsor Signed
506	2021-07-01
506	2021-07-01	MAUREEN PATRILLO
506	2020-07-01
506	2019-07-01
506	2017-07-01	ANTHONY COSTA	ANTHONY COSTA	2019-01-29
506	2016-07-01	ANTHONY COSTA	ANTHONY COSTA	2018-02-01
506	2015-07-01	ANTHONY COSTA	ANTHONY COSTA	2017-01-31
506	2014-07-01	ANTHONY COSTA	ANTHONY COSTA	2016-01-29
506	2013-07-01	ANTHONY COSTA	ANTHONY COSTA	2015-01-30
506	2012-07-01	ANTHONY COSTA

Plan Statistics for SUN LIFE

401k plan membership statisitcs for SUN LIFE

Measure Date Value
2021: SUN LIFE 2021 401k membership
Total participants, beginning-of-year 2021-07-01 140
Total number of active participants reported on line 7a of the Form 5500 2021-07-01 156
Total of all active and inactive participants 2021-07-01 156
Total participants 2021-07-01 156
2020: SUN LIFE 2020 401k membership
Total participants, beginning-of-year 2020-07-01 145
Total number of active participants reported on line 7a of the Form 5500 2020-07-01 140
Total of all active and inactive participants 2020-07-01 140
Total participants 2020-07-01 140
2019: SUN LIFE 2019 401k membership
Total participants, beginning-of-year 2019-07-01 165
Total number of active participants reported on line 7a of the Form 5500 2019-07-01 166
Total of all active and inactive participants 2019-07-01 166
Total participants 2019-07-01 166
2017: SUN LIFE 2017 401k membership
Total participants, beginning-of-year 2017-07-01 163
Total number of active participants reported on line 7a of the Form 5500 2017-07-01 165
Total of all active and inactive participants 2017-07-01 165
Total participants 2017-07-01 165
2016: SUN LIFE 2016 401k membership
Total participants, beginning-of-year 2016-07-01 162
Total number of active participants reported on line 7a of the Form 5500 2016-07-01 163
Total of all active and inactive participants 2016-07-01 163
Total participants 2016-07-01 163
2015: SUN LIFE 2015 401k membership
Total participants, beginning-of-year 2015-07-01 164
Total number of active participants reported on line 7a of the Form 5500 2015-07-01 162
Total of all active and inactive participants 2015-07-01 162
Total participants 2015-07-01 162
2014: SUN LIFE 2014 401k membership
Total participants, beginning-of-year 2014-07-01 163
Total number of active participants reported on line 7a of the Form 5500 2014-07-01 164
Total of all active and inactive participants 2014-07-01 164
Total participants 2014-07-01 164
2013: SUN LIFE 2013 401k membership
Total participants, beginning-of-year 2013-07-01 167
Total number of active participants reported on line 7a of the Form 5500 2013-07-01 163
Total of all active and inactive participants 2013-07-01 163
Total participants 2013-07-01 163
2012: SUN LIFE 2012 401k membership
Total participants, beginning-of-year 2012-07-01 166
Total number of active participants reported on line 7a of the Form 5500 2012-07-01 167
Total of all active and inactive participants 2012-07-01 167
Total participants 2012-07-01 167

Measure	Date	Value
2021: SUN LIFE 2021 401k membership
Total participants, beginning-of-year	2021-07-01	140
Total number of active participants reported on line 7a of the Form 5500	2021-07-01	156
Total of all active and inactive participants	2021-07-01	156
Total participants	2021-07-01	156
2020: SUN LIFE 2020 401k membership
Total participants, beginning-of-year	2020-07-01	145
Total number of active participants reported on line 7a of the Form 5500	2020-07-01	140
Total of all active and inactive participants	2020-07-01	140
Total participants	2020-07-01	140
2019: SUN LIFE 2019 401k membership
Total participants, beginning-of-year	2019-07-01	165
Total number of active participants reported on line 7a of the Form 5500	2019-07-01	166
Total of all active and inactive participants	2019-07-01	166
Total participants	2019-07-01	166
2017: SUN LIFE 2017 401k membership
Total participants, beginning-of-year	2017-07-01	163
Total number of active participants reported on line 7a of the Form 5500	2017-07-01	165
Total of all active and inactive participants	2017-07-01	165
Total participants	2017-07-01	165
2016: SUN LIFE 2016 401k membership
Total participants, beginning-of-year	2016-07-01	162
Total number of active participants reported on line 7a of the Form 5500	2016-07-01	163
Total of all active and inactive participants	2016-07-01	163
Total participants	2016-07-01	163
2015: SUN LIFE 2015 401k membership
Total participants, beginning-of-year	2015-07-01	164
Total number of active participants reported on line 7a of the Form 5500	2015-07-01	162
Total of all active and inactive participants	2015-07-01	162
Total participants	2015-07-01	162
2014: SUN LIFE 2014 401k membership
Total participants, beginning-of-year	2014-07-01	163
Total number of active participants reported on line 7a of the Form 5500	2014-07-01	164
Total of all active and inactive participants	2014-07-01	164
Total participants	2014-07-01	164
2013: SUN LIFE 2013 401k membership
Total participants, beginning-of-year	2013-07-01	167
Total number of active participants reported on line 7a of the Form 5500	2013-07-01	163
Total of all active and inactive participants	2013-07-01	163
Total participants	2013-07-01	163
2012: SUN LIFE 2012 401k membership
Total participants, beginning-of-year	2012-07-01	166
Total number of active participants reported on line 7a of the Form 5500	2012-07-01	167
Total of all active and inactive participants	2012-07-01	167
Total participants	2012-07-01	167

Form 5500 Responses for SUN LIFE

2021: SUN LIFE 2021 form 5500 responses
2021-07-01	Type of plan entity	Single employer plan
2021-07-01	Submission has been amended	No
2021-07-01	This submission is the final filing	No
2021-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2021-07-01	Plan is a collectively bargained plan	No
2021-07-01	Plan funding arrangement – Insurance	Yes
2021-07-01	Plan benefit arrangement – Insurance	Yes
2020: SUN LIFE 2020 form 5500 responses
2020-07-01	Type of plan entity	Single employer plan
2020-07-01	Submission has been amended	No
2020-07-01	This submission is the final filing	No
2020-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2020-07-01	Plan is a collectively bargained plan	No
2020-07-01	Plan funding arrangement – Insurance	Yes
2020-07-01	Plan benefit arrangement – Insurance	Yes
2019: SUN LIFE 2019 form 5500 responses
2019-07-01	Type of plan entity	Single employer plan
2019-07-01	Submission has been amended	No
2019-07-01	This submission is the final filing	No
2019-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-07-01	Plan is a collectively bargained plan	No
2019-07-01	Plan funding arrangement – Insurance	Yes
2019-07-01	Plan benefit arrangement – Insurance	Yes
2017: SUN LIFE 2017 form 5500 responses
2017-07-01	Type of plan entity	Single employer plan
2017-07-01	Submission has been amended	No
2017-07-01	This submission is the final filing	No
2017-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-07-01	Plan is a collectively bargained plan	No
2017-07-01	Plan funding arrangement – Insurance	Yes
2017-07-01	Plan benefit arrangement – Insurance	Yes
2016: SUN LIFE 2016 form 5500 responses
2016-07-01	Type of plan entity	Single employer plan
2016-07-01	Submission has been amended	No
2016-07-01	This submission is the final filing	No
2016-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-07-01	Plan is a collectively bargained plan	No
2016-07-01	Plan funding arrangement – Insurance	Yes
2016-07-01	Plan benefit arrangement – Insurance	Yes
2015: SUN LIFE 2015 form 5500 responses
2015-07-01	Type of plan entity	Single employer plan
2015-07-01	Submission has been amended	No
2015-07-01	This submission is the final filing	No
2015-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-07-01	Plan is a collectively bargained plan	No
2015-07-01	Plan funding arrangement – Insurance	Yes
2015-07-01	Plan benefit arrangement – Insurance	Yes
2014: SUN LIFE 2014 form 5500 responses
2014-07-01	Type of plan entity	Single employer plan
2014-07-01	Submission has been amended	No
2014-07-01	This submission is the final filing	No
2014-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-07-01	Plan is a collectively bargained plan	No
2014-07-01	Plan funding arrangement – Insurance	Yes
2014-07-01	Plan benefit arrangement – Insurance	Yes
2013: SUN LIFE 2013 form 5500 responses
2013-07-01	Type of plan entity	Single employer plan
2013-07-01	First time form 5500 has been submitted	Yes
2013-07-01	Submission has been amended	No
2013-07-01	This submission is the final filing	No
2013-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-07-01	Plan is a collectively bargained plan	No
2013-07-01	Plan funding arrangement – Insurance	Yes
2013-07-01	Plan benefit arrangement – Insurance	Yes
2012: SUN LIFE 2012 form 5500 responses
2012-07-01	Type of plan entity	Single employer plan
2012-07-01	First time form 5500 has been submitted	Yes
2012-07-01	Submission has been amended	No
2012-07-01	This submission is the final filing	No
2012-07-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-07-01	Plan is a collectively bargained plan	No
2012-07-01	Plan funding arrangement – Insurance	Yes
2012-07-01	Plan benefit arrangement – Insurance	Yes

Insurance Providers Used on plan

SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	223618
Policy instance	1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	223618
Policy instance	1
SUN LIFE ASSURANCE COMPANY OF CANADA (National Association of Insurance Commissioners NAIC id number: 80802 )
Policy contract number	223618
Policy instance	1

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Company Name:	TRUSTEES OF THE CONVENT OF THE SACRED HEART INC.
Employer identification number (EIN):	352425019
NAIC Classification:	611000