The following documents provide an in-depth view of participating life insurance and the Sun Life Participating Account. The booklet provides information on how participating life insurance works, the asset mix of the par account, its stability, strength and prudent management philosophy
The fact sheets complement the information in the booklet and are updated quarterly (available as PDFs only).
You can order the booklet and print the fact sheets to share with clients.
printable copy: Participating whole life insurance facts and figures (810-3827)
Fact sheets:
As of December 31, 2023:
- Sun Life Participating Account: Total account
- Sun Life Participating Account: Private fixed income holdings
- Sun Life Participating Account: Public bond holdings
- Sun Life Participating Account: Mortgage holdings
- Sun Life Participating Account: Real estate holdings
- Sun Life Participating Account: Equities
As of September 30, 2023:
- Sun Life Participating Account: Total account
- Sun Life Participating Account: Private fixed income holdings
- Sun Life Participating Account: Public bond holdings
- Sun Life Participating Account: Mortgage holdings
- Sun Life Participating Account: Real estate holdings
- Sun Life Participating Account: Equities
As of June 30, 2023:
- Sun Life Participating Account: Total account
- Sun Life Participating Account: Private fixed income holdings
- Sun Life Participating Account: Public bond holdings
- Sun Life Participating Account: Mortgage holdings
- Sun Life Participating Account: Real estate holdings
- Sun Life Participating Account: Equities
As of March 31, 2023:
- Sun Life Participating Account: Total account
- Sun Life Participating Account: Private fixed income holdings
- Sun Life Participating Account: Public bond holdings
- Sun Life Participating Account: Mortgage holdings
- Sun Life Participating Account: Real estate holdings
- Sun Life Participating Account: Equities
As of December 31, 2022:
- Sun Life Participating Account: Total account
- Sun Life Participating Account: Private fixed income holdings
- Sun Life Participating Account: Public bond holdings
- Sun Life Participating Account: Mortgage holdings
- Sun Life Participating Account: Real estate holdings
- Sun Life Participating Account: Equities
As of September 30 2022:
- Sun Life Participating Account: Total account
- Sun Life Participating Account: Private fixed income holdings
- Sun Life Participating Account: Public bond holdings
- Sun Life Participating Account: Mortgage holdings
- Sun Life Participating Account: Real estate holdings
- Sun Life Participating Account: Equities
as of June 30, 2022:
- Sun Life Participating Account: Total account
- Sun Life Participating Account: Private fixed income holdings
- Sun Life Participating Account: Public bond holdings
- Sun Life Participating Account: Mortgage holdings
- Sun Life Participating Account: Real estate holdings
- Sun Life Participating Account: Equities
as of March 31, 2022:
- Sun Life Participating Account: Total account
- Sun Life Participating Account: Private fixed income holdings
- Sun Life Participating Account: Public bond holdings
- Sun Life Participating Account: Mortgage holdings
- Sun Life Participating Account: Real estate holding
- Sun Life Participating Account: Equities
as of December 31, 2021:
- Sun Life Participating Account: Total account
- Sun Life Participating Account: Private fixed income holdings
- Sun Life Participating Account: Public bond holdings
- Sun Life Participating Account: Mortgage holdings
- Sun Life Participating Account: Real estate holdings
- Sun Life Participating Account: Equities
as of September 30, 2021:
- Sun Life Participating Account: Total account
- Sun Life Participating Account: Private fixed income holdings
- Sun Life Participating Account: Public bond holdings
- Sun Life Participating Account: Mortgage holding
- Sun Life Participating Account: Real estate holdings
as of June 30, 2021:
- Sun Life Participating Account: Total account
- Sun Life Participating Account: Private fixed income holdings
- Sun Life Participating Account: Public bond holdings
- Sun Life Participating Account: Mortgage holding
- Sun Life Participating Account: Real estate holdings
as of March 31, 2021:
- Sun Life Participating Account: Total account
- Sun Life Participating Account: Private fixed income holdings
- Sun Life Participating Account: Public bond holdings
- Sun Life Participating Account: Mortgage holdings
- Sun Life Participating Account: Real estate holdings
as of December 31, 2020
- Sun Life Participating Account: Total account
- Sun Life Participating Account: Private fixed income holdings
- Sun Life Participating Account: Public bond holdings
- Sun Life Participating Account: Mortgage holdings
- Sun Life Participating Account: Real estate holdings
as of September 30, 2020
- Sun Life Participating Account: Total account
- Sun Life Participating Account: Private fixed income holdings
- Sun Life Participating Account: Public bond holdings
- Sun Life Participating Account: Mortgage holdings
- Sun Life Participating Account: Real estate holdings
as of June 30, 2020
- Participating whole life insurance fact sheets - consolidated
- Sun Life Participating Account: Total account
- Sun Life Participating Account: Private fixed income holdings
- Sun Life Participating Account: Public bond holdings
- Sun Life Participating Account: Mortgage holdings
- Sun Life Participating Account: Real estate holdings
as of March 31, 2020
- Participating whole life insurance fact sheets - consolidated
- Sun Life Participating Account: Total account
- Sun Life Participating Account: Private fixed income holdings
- Sun Life Participating Account: Public bond holdings
- Sun Life Participating Account: Mortgage holdings
- Sun Life Participating Account: Real estate holdings
as of December 31, 2019
- Participating whole life insurance fact sheets - consolidated
- Sun Life Participating Account: Total account
- Sun Life Participating Account: Private fixed income holdings
- Sun Life Participating Account: Public bond holdings
- Sun Life Participating Account: Mortgage holdings
- Sun Life Participating Account: Real estate holdings
as of September 30, 2019
- Participating whole life insurance fact sheets - consolidated
- Sun Life Participating Account: Total account
- Sun Life Participating Account: Private fixed income holdings
- Sun Life Participating Account: Public bond holdings
- Sun Life Participating Account: Mortgage holdings
- Sun Life Participating Account: Real estate holdings
as of June 30, 2019
- Participating whole life insurance fact sheets - consolidated
- Sun Life Participating Account: Total account
- Sun Life Participating Account: Private fixed income holdings
- Sun Life Participating Account: Public bond holdings
- Sun Life Participating Account: Mortgage holdings
- Sun Life Participating Account: Real estate holdings
as of December 31, 2018
- Participating whole life insurance fact sheets - consolidated
- Sun Life Participating Account: Total account
- Sun Life Participating Account: Private fixed income holdings
- Sun Life Participating Account: Public bond holdings
- Sun Life Participating Account: Mortgage holding
- Sun Life Participating Account: Real estate holdings
as of September 30, 2018
- Participating whole life insurance fact sheets - consolidated
- Sun Life Participating Account: Total account
- Sun Life Participating Account: Private fixed income holdings
- Sun Life Participating Account: Public bond holdings
- Sun Life Participating Account: Mortgage holdings
- Sun Life Participating Account: Real estate holdings
as of June 30, 2018
- Participating whole life insurance fact sheets - consolidated
- Sun Life Participating Account: Total account
- Sun Life Participating Account: Private fixed income holdings
- Sun Life Participating Account: Public bond holdings
- Sun Life Participating Account: Mortgage holdings
- Sun Life Participating Account: Real estate holding
as of March 31, 2018
- Participating whole life insurance fact sheets - consolidated
- Sun Life Participating Account: Total account
- Sun Life Participating Account: Private fixed income holdings
- Sun Life Participating Account: Public bond holdings
- Sun Life Participating Account: Mortgage holdings
- Sun Life Participating Account: Real estate holdings
as of December 31, 2017
- Participating whole life insurance fact sheets - consolidate
- Sun Life Participating Account: Total account
- Sun Life Participating Account: Private fixed income holdings
- Sun Life Participating Account: Public bond holdings
- Sun Life Participating Account: Mortgage holdings
- Sun Life Participating Account: Real estate holdings
as of September 30, 2017
- Participating whole life insurance fact sheets - consolidated
- Sun Life Participating Account: Total account
- Sun Life Participating Account: Private fixed income holdings
- Sun Life Participating Account: Public bond holdings
- Sun Life Participating Account: Mortgage holding
- Sun Life Participating Account: Real estate holdings