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Sponsor portfolio

SYMETRA LIFE INSURANCE COMPANY

EIN 91-0742147-insurance-Latest filing 2024
Plans
2
Retirement
1
$552.0M assets
Welfare
1
$3.2M premiums
Participants
5,679
777 108TH AVENUE NE, SUITE 1200 - BELLEVUE, WA 980045135425-256-8049LinkedIn1001-5000 employeesinsurance
Plans on this EIN
2 filings
#001401k-$552.0M - 3,272 part#501Fully Insured-$3.2M - 2,371 lives

Benefits portfolio analytics

1 plan / $3.2M premiums / 2,371 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$2.8M
  • Other$2.8M
  • Long-term disability$2.7M
  • Vision$417K
  • Health$19K
  • Dental$19K
  • +1 more
Total $3.2M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • SYMETRA LIFE INSURANCE COMPANY87%
  • VISION SERVICE PLAN13%
  • HAWAII MEDICAL SERVICE ASSOCIATION1%
  • HARTFORD LIFE AND ACCIDENT0%
Total $3.2M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $108K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

SYMETRA FINANCIAL RETIREMENT SAVINGS PLAN

401k

Assets$552.0M
Participants3,272
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

SYMETRA LIFE INSURANCE HEALTH AND WELFARE PLAN

Fully Insured - SYMETRA LIFE INSURANCE COMPANY

Premiums$3.2M
Covered lives2,371
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SYMETRA FINANCIAL RETIREMENT SAVINGS PLAN401k$552.0M3,2722024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SYMETRA LIFE INSURANCE HEALTH AND WELFARE PLANFully InsuredSYMETRA LIFE INSURANCE COMPANY$3.2M2,3712024
Retirement plans
Welfare plans
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