Symetra Financial Retirement Savings Plan — Form 5500 plan (Symetra Life Insurance Company)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Symetra Financial Retirement Savings Plan is a benefit plan reported by Symetra Life Insurance Company under EIN 91-0742147 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,805 participants and $461,704,678 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Symetra Life Insurance Company
EIN
91-0742147
Plan number
001
Plan type
2
Location
Bellevue, WA
Latest filing year
2023
Participants
2,805
End-of-year plan assets
$461,704,678

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20232,805H, C20240924170147NAL0017996704001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$461,704,678
Total liabilities (EOY)
$0
Net assets (EOY)
$461,704,678
Net assets (BOY)
$363,749,461

Income & contributions

Employer contributions
$15,123,639
Participant contributions
$25,275,497
Total contributions
$48,356,189
Total income / additions
$121,775,300

Expenses & distributions

Benefits paid
$23,574,476
Administrative expenses
$245,607
Total expenses
$23,820,083
Net increase / (decrease)
$97,955,217

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Strategic Advisors, Inc.ADVISOR$155,408not reported in the loaded dataset2023
Fidelity Investments InstitutionalRECORDKEEPER$93,010$02023

Related Form 5500 pages