SUN LIFE FAMILY HEALTH CENTER, INC. 403(B) PLAN
Plan Contact
- Address: P.O. BOX 10097,CASA GRANDE,AZ
- Phone: (520) 836-3446
Plan General Information
SUN LIFE FAMILY HEALTH CENTER, INC. 403(B) PLAN Total Retirement Plan Assets
At the end of 2023, the total retirement plan assets of SUN LIFE FAMILY HEALTH CENTER, INC. 403(B) PLAN is $16,245,994.00.This plan was established in 1994.
SUN LIFE FAMILY HEALTH CENTER, INC. 403(B) PLAN Total Number of Retirement Plan Participants
At the end of 2023, the total number of retirement plan participants in SUN LIFE FAMILY HEALTH CENTER, INC. 403(B) PLAN is 654
SUN LIFE FAMILY HEALTH CENTER, INC. 403(B) PLAN Average Participant Retirement Account Value
In 2023, the average participant retirement account value for SUN LIFE FAMILY HEALTH CENTER, INC. 403(B) PLAN is $24,840.00
SUN LIFE FAMILY HEALTH CENTER, INC. 403(B) PLAN Estimated Average Employee Contribution Amount
In 2023, the estimated average employee contribution amount per participant for SUN LIFE FAMILY HEALTH CENTER, INC. 403(B) PLAN is $2,964.00.
SUN LIFE FAMILY HEALTH CENTER, INC. 403(B) PLAN Estimated Average Employer Match
In 2023, the estimated average employer match for an employee in SUN LIFE FAMILY HEALTH CENTER, INC. 403(B) PLAN is approximately $881.00
Investing in this additonal $881.00 for 20 years would give you extra $56,427.00, assuming a 10% annual return.
Investing in this additonal $881.00 for 20 years would give you extra $56,427.00, assuming a 10% annual return.
SUN LIFE FAMILY HEALTH CENTER, INC. 403(B) PLAN Total Employer Contribution and Match Rate
In 2023, SUN LIFE FAMILY HEALTH CENTER, INC. 403(B) PLAN allocates $576,619.00 to match its employees' contributions, providing an employer match rate of 34.70% of their contributions
SUN LIFE FAMILY HEALTH CENTER, INC. 403(B) PLAN Total Retirement Plan Asset Growth Rate
In 2023, the total retirement plan asset growth rate of SUN LIFE FAMILY HEALTH CENTER, INC. 403(B) PLAN is 23.17%.
SUN LIFE FAMILY HEALTH CENTER, INC. 403(B) PLAN Estimated Aggregate Retirement Account Investment Gain/Loss
In 2023, the estimated aggregate retirement account investment gain/loss for SUN LIFE FAMILY HEALTH CENTER, INC. 403(B) PLAN is 16.07%. This measures the effectiveness of the plan participants' investments in the year.
SUN LIFE FAMILY HEALTH CENTER, INC. 403(B) PLAN Expense Ratio
In 2023, the investment and administrative expense ratio of SUN LIFE FAMILY HEALTH CENTER, INC. 403(B) PLAN is 0.49%.
Enrollment Features
SUN LIFE FAMILY HEALTH CENTER, INC. 403(B) PLAN has the following features:Automatic Enrollment: It provides automatic enrollment with elective contributions deducted from payroll.
Default Investments: It uses a default investment account for participants or employees who fail to direct assets in their account.
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