Plan Snapshot
- Plan Sponsor: Symetra Life Insurance Company
- Sponsor EIN: 910742147
- Sponsor Address: 777 108TH AVENUE NE, BELLEVUE, WA, 980045135
- Plan Type: 401(k)
- Total Participants: 2,615
- Total Assets: $552.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 2,615 | $552.0M | $17.0M | $28.1M |
| 2023 | 2,500 | $461.7M | $15.1M | $25.3M |
| 2022 | 2,151 | $363.7M | $13.4M | $22.2M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CLARK NUBER, P.S. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $258,310 | $182,614 | $1,200 | — | — |
| 2023 | $245,607 | $155,408 | — | — | — |
| 2022 | $220,475 | $120,030 | — | — | — |