# EDGAR Filing Document

**Accession Number:** 0001594216
**File Stem:** 0001594216-26-000002
**Filing Date:** 2026-2
**Character Count:** 2796
**Document Hash:** fb156d6e077c18e1636e4ad09d017478
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001594216-26-000002.hdr.sgml**: 20260227

**ACCESSION NUMBER**: 0001594216-26-000002

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 3

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260227

**DATE AS OF CHANGE**: 20260227

**EFFECTIVENESS DATE**: 20260227

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** SUN LIFE INSTITUTIONAL DISTRIBUTORS (U.S.) LLC
- **CENTRAL INDEX KEY:** 0001594216

**ORGANIZATION NAME:**
- **EIN:** 611723752
- **STATE OF INCORPORATION:** DE
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-69407
- **FILM NUMBER:** 26702975

**BUSINESS ADDRESS:**
- **STREET 1:** 96 WORCESTER STREET
- **CITY:** WELLESLEY HILLS
- **STATE:** MA
- **ZIP:** 02481
- **BUSINESS PHONE:** 781-263-5363

**MAIL ADDRESS:**
- **STREET 1:** 96 WORCESTER STREET
- **CITY:** WELLESLEY HILLS
- **STATE:** MA
- **ZIP:** 02481

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** EDGEMOOR PARTNERS LLC
- **DATE OF NAME CHANGE:** 20150420

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** REALFUND CAPITAL LLC
- **DATE OF NAME CHANGE:** 20140724

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** BKUS CAPITAL LLC
- **DATE OF NAME CHANGE:** 20131212

### Attached PDF Documents

**Attachment 1:** `Slidconfid2025.pdf`

_No text found in this document._

**Attachment 2:** `Slidpublic2025.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0001594216

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** No

### Submission Information

**Report Period Begin Date:** 01-01-2025

**Report Period End Date:** 12-31-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** SUN LIFE INSTITUTIONAL DISTRIBUTORS (U.S.) LLC

**Business Address:** 96 WORCESTER STREET, WELLESLEY HILLS, MA, 02481

**Contact Person:** Brett Lousararian

**Contact Phone:** 402-499-7869

### Independent Public Accountant Identification

**Accountant Name:** Baker Tilly US, LLP

**Accountant Address:** 999 Third Street Suite 2800, Seattle, WA, 98104

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Brett Lousararian**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **SUN LIFE INSTITUTIONAL DISTRIBUTORS (U.S.) LLC**, as of **12-31-2025**, are true and correct.

**Signature:** Brett Lousararian

**Title:** President