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Sponsor portfolio

SYMETRA LIFE INSURANCE COMPANY

EIN 91-0742147-insurance-Latest filing 2025
Plans
2
Retirement
1
$663.1M assets
Welfare
1
$3.5M premiums
Participants
7,287
777 108TH AVENUE NE, SUITE 1200 - BELLEVUE, WA 980045135425-256-8049LinkedIn1001-5000 employeesinsurance
Plans on this EIN
2 filings
#001401k-$663.1M - 3,904 part#501Fully Insured-$3.5M - 3,346 lives

Benefits portfolio analytics

1 plan / $3.5M premiums / 3,346 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$3.1M
  • Other$3.1M
  • Long-term disability$3.0M
  • Vision$439K
  • Health$12K
  • Dental$12K
  • +1 more
Total $3.5M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
87%top
  • SYMETRA LIFE INSURANCE COMPANY87%
  • VISION SERVICE PLAN12%
  • HAWAII MEDICAL SERVICE ASSOCIATION0%
  • HARTFORD LIFE AND ACCIDENT0%
Total $3.5M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • USI INSURANCE SERVICES LLC100%
Total $119K1 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$663.1M
Participants3,904
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$3.5M
Covered lives3,346
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001SYMETRA FINANCIAL RETIREMENT SAVINGS PLAN401k$663.1M3,9042025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501SYMETRA LIFE INSURANCE HEALTH AND WELFARE PLANFully InsuredSYMETRA LIFE INSURANCE COMPANY$3.5M3,3462025
Retirement plans
Welfare plans
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