DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
unclassified
SUN Life Capital Management
unclassifiedNY
Advisory clients on the tape
2
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
n/a
Item 5.D
ADV institutional RAUM
n/a
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
n/a
Item 5.F
Advisory clients
2 allocators
- Pension Plan of Wayne Memorial Hospital, Inc. Investment adviser (plan)through Dec 31, 2022 Form 5500
- Morgan US Employees' Retirement Plan Investment adviser (plan)through Dec 31, 2022 Form 5500
Schedule C rows
7 rows, $1.1M direct compensation as filed
| Plan | Plan year | Codes | Relationship as filed | Direct compensation |
|---|---|---|---|---|
| Pension Plan of Wayne Memorial Hospital, Inc. | 2024 | 27 28 50 | NONE | $218,790 |
| Morgan US Employees' Retirement Plan | 2024 | 27 50 51 | NONE | $161,850 |
| Local 138 Pension Trust Fund | 2024 | 28 51 | NONE | $60,579 |
| Morgan US Employees' Retirement Plan | 2023 | 27 50 51 | NONE | $163,610 |
| Pension Plan of Wayne Memorial Hospital, Inc. | 2023 | 27 28 50 | NONE | $114,339 |
| Morgan US Employees' Retirement Plan | 2022 | 27 50 51 | NONE | $224,430 |
| Pension Plan of Wayne Memorial Hospital, Inc. | 2022 | 27 28 50 | NONE | $118,928 |
What changed
- SUN Life Capital Management LLC appears on Local 138 Pension Trust Fund's Schedule C as investment manager (plan year 2024 vs 2023)with SUN Life Capital Managementaskebsa.dol.gov