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.
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