Basisstatistiken
| CIK | 1403385 |
SEC Filings
All companies that sell securities in the United States must register with the Securities and Exchange Commission (SEC) and file reports on a regular basis.
These reports include company annual reports (10K, 10Q), news updates (8K), investor presentations (found in 8Ks), insider trades (form 4), ownership reports (13D, and 13G), and reports related to the specific securities sold, such as registration statements and prospectus. This page shows recent SEC filings related to Symetra Financial Corporation
SEC Filings (Chronological Order)
Auf dieser Seite finden Sie eine vollständige, chronologische Liste der SEC-Einreichungen, mit Ausnahme der Eigentumseinreichungen, die wir an anderer Stelle bereitstellen.
| September 9, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO ? 240.13d-1(b), (c) AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO ? 240.13d-2 Under the Securities Exchange Act of 1934 (Amendment No. 1 )* Calamos Strategic Total Return Fund (Name of Issuer) SERIES B MANDATORY REDEEMABLE PREFERRED SHARES SERIES C MAND |
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| February 14, 2022 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO § 240.13d-1(b), (c) AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO § 240.13d-2 Under the Securities Exchange Act of 1934 (Amendment No. 1 )* ClearBridge Energy MLP Fund, Inc. (Name of Issuer) SERIES A MANDATORY REDEEMABLE PREFERRED STOCK SERIES B MANDATO |
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| February 14, 2018 |
CSQ / Calamos Strategic Total Return Fund / Symetra Financial CORP - SC 13G Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* CALAMOS STRATEGIC TOTAL RETURN FUND (Name of Issuer) Series A Mandatory Redeemable Preferred Shares Series B Mandatory Redeemable Preferred Shares Series C Mandatory Redeemable Preferred Shares (Title of Class of Securities) 128125*29 128125*37 128125*45 |
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| February 5, 2018 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)* SYMETRA FINANCIAL CORP (Name of Issuer) Common Stock (Title of Class of Securities) 87151Q106 (CUSIP Number) December 31, 2016 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this |
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| November 15, 2016 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION November 15, 2016 ORDER GRANTING CONFIDENTIAL TREATMENT UNDER THE SECURITIES ACT OF 1933 Symetra Financial Corporation File No. |
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| February 12, 2016 |
CEM / ClearBridge Energy MLP Fund Inc. / Symetra Financial CORP - SC 13G Passive Investment SC 13G 1 schedule13g.htm SC 13G UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* ClearBridge Energy MLP Fund, Inc. (Name of Issuer) SERIES A MANDATORY REDEEMABLE PREFERRED STOCK SERIES B MANDATORY REDEEMABLE PREFERRED STOCK SERIES C MANDATORY REDEEMABLE PREFERRED STOCK SERIES D MANDATORY REDEEMABLE PREF |
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| February 11, 2016 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 15 Certification and Notice of Termination of Registration under Section 12(g) of the Securities Exchange Act of 1934 or Suspension of Duty to File Reports Under Sections 13 and 15(d) of the Securities Exchange Act of 1934. Commission File Number: 001- 33808 SYMETRA FINANCIAL CORPORATION (Exact name of registrant as speci |
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| February 11, 2016 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 15 Certification and Notice of Termination of Registration under Section 12(g) of the Securities Exchange Act of 1934 or Suspension of Duty to File Reports Under Sections 13 and 15(d) of the Securities Exchange Act of 1934. Commission File Number: 001- 33808 SYMETRA FINANCIAL CORPORATION (Exact name of registrant as speci |
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| February 9, 2016 |
SYA / Symetra Financial Corporation / DIMENSIONAL FUND ADVISORS LP - SCHEDULE 13G Passive Investment UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 (Amendment No. )* SYMETRA FINANCIAL CORP (Name of Issuer) Common Stock (Title of Class of Securities) 87151Q106 (CUSIP Number) December 31, 2015 (Date of Event Which Requires Filing of this Statement) Check the appropriate box to designate the rule pursuant to which this S |
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| February 8, 2016 |
SYA / Symetra Financial Corporation / PRUDENTIAL FINANCIAL INC Passive Investment 13G HTML File DOCUMENT TYPE SC 13G/A TEXT SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| February 5, 2016 |
Securities and Exchange Commission Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No. 3)* December 31, 2015 (Date of event which requires filing of this statement) Check the appropriate box to designate the rule pursuant to which this schedule is filed: (X) Rule 13d-1(b) ( ) Rule 13d-1(c) ( ) Rule 13d-1(d) Name of Issuer: Symetra Financial Corporation Titl |
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| February 1, 2016 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. 1)* Symetra Financial Corporation (Name of Issuer) Common Stock, par value $0.01 per share (Title of Class of Securities) 87151Q106 (CUSIP Number) Muneo Sasagawa Sumitomo Life Insurance Company 7-18-24 Tsukiji Chuo-ku, Tokyo 104-8430, Japan Telephone: 81-3-5 |
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| February 1, 2016 |
NOTIFICATION OF THE REMOVAL FROM LISTING AND REGISTRATION OF THE STATED SECURITIES The New York Stock Exchange hereby notifies the SEC of its intention to remove the entire class of the stated securities from listing and registration on the Exchange at the opening of business on February 12, 2016, pursuant to the provisions of Rule 12d2-2 (a). |
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| February 1, 2016 |
8-K 1 form8k.htm UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Form 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): February 1, 2016 SYMETRA FINANCIAL CORPORATION (Exact Name of Registrant as Specified in Charter) Delaware 001-33808 20-0978027 (State or Other Jurisdiction of Incorp |
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| February 1, 2016 |
As filed with the Securities and Exchange Commission on February 1, 2016 Registration No. |
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| February 1, 2016 |
AMENDED AND RESTATED CERTIFICATE OF INCORPORATION Exhibit 3.1 AMENDED AND RESTATED CERTIFICATE OF INCORPORATION OF SYMETRA FINANCIAL CORPORATION SYMETRA FINANCIAL CORPORATION, a corporation organized and existing under the laws of Delaware (the ? Corporation?), does hereby certify as follows: The Corporation was initially incorporated under Delaware law on February 25, 2004 under the name Occum Acquisition Corp. by the filing of its original Cert |
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| February 1, 2016 |
Sumitomo Life Insurance Company Completes Acquisition of Symetra Financial Corporation EX-99.1 4 ex99-1.htm Exhibit 99.1 For Immediate Release Sumitomo Life Insurance Company Completes Acquisition of Symetra Financial Corporation BELLEVUE, Wash.—(Feb. 1, 2016)—Symetra Financial Corporation (“Symetra”) today announced the completion of the acquisition of Symetra by Sumitomo Life Insurance Company (“Sumitomo Life”) in accordance with the terms of the previously announced Agreement and |
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| February 1, 2016 |
As filed with the Securities and Exchange Commission on February 1, 2016 Registration No. |
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| February 1, 2016 |
EX-3.2 3 ex3-2.htm Exhibit 3.2 SYMETRA FINANCIAL CORPORATION (hereinafter called the “Corporation”) AMENDED AND RESTATED BY-LAWS ARTICLE I MEETING OF STOCKHOLDERS Section 1. Place of Meeting. Meetings of the stockholders of the Corporation shall be held at such place either within or without the State of Delaware as the Board of Directors may determine. Section 2. Annual and Special Meetings. Annu |
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| January 29, 2016 |
FIRST AMENDMENT TO THE SYMETRA FINANCIAL CORPORATION SENIOR EXECUTIVE CHANGE IN CONTROL PLAN EX-10.2 3 ex10-2.htm Exhibit 10.2 FIRST AMENDMENT TO THE SYMETRA FINANCIAL CORPORATION SENIOR EXECUTIVE CHANGE IN CONTROL PLAN WHEREAS, Symetra Financial Corporation, a Delaware corporation (the “Company”), Sumitomo Life Insurance Company, a mutual company (sougo kaisha) organized under the laws of Japan (“Sumitomo”) and SLIC Financial Corporation, a Delaware corporation and wholly-owned subsidiar |
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| January 29, 2016 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Form 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): January 25, 2016 SYMETRA FINANCIAL CORPORATION (Exact Name of Registrant as Specified in Charter) Delaware 001-33808 20-0978027 (State or Other Jurisdiction of Incorporation) (Commiss |
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| January 29, 2016 |
FIRST AMENDMENT TO THE SYMETRA FINANCIAL CORPORATION EXECUTIVE SEVERANCE PAY PLAN Exhibit 10.1 FIRST AMENDMENT TO THE SYMETRA FINANCIAL CORPORATION EXECUTIVE SEVERANCE PAY PLAN WHEREAS, Symetra Financial Corporation, a Delaware corporation (the ? Company?), Sumitomo Life Insurance Company, a mutual company ( sougo kaisha) organized under the laws of Japan (? Sumitomo?) and SLIC Financial Corporation, a Delaware corporation and wholly-owned subsidiary of Sumitomo, are parties to |
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| November 6, 2015 |
sya-20151106exhibit31 Amendment to the Amended Bylaws of SYMETRA FINANCIAL CORPORATION (hereinafter called the “Corporation”) Effective August 10, 2015 Article VI of the Amended Bylaws of the Corporation is hereby amended to add a new Section 5, as set forth below. |
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| November 6, 2015 |
10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2015 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-33808 SYMETRA FINANCIAL CORPORATION (Exa |
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| November 6, 2015 |
sya20151106exhibit102 Execution Version FIRST AMENDMENT FIRST AMENDMENT (this “Amendment”) dated as of October 6, 2015 to the Credit Agreement dated as of August 28, 2014 (as amended, amended and restated, supplemented or otherwise modified prior to the date hereof, the “Credit Agreement”; the Credit Agreement as amended pursuant to this Amendment being referred to herein as the “Amended Credit Agreement”) among SYMETRA FINANCIAL CORPORATION (the “Borrower”), the several banks and other financial institutions or entities from time to time parties thereto, as lenders (the “Lenders”), JPMORGAN CHASE BANK, N. |
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| November 5, 2015 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of Earliest Event Reported): November 5, 2015 Symetra Financial Corporation (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction (Commission (I.R.S. Em |
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| November 5, 2015 |
Symetra Stockholders Approve Acquisition by Sumitomo Exhibit 99.1 Investor Relations Contact: Karin G. Van Vleet Symetra (425) 256-5351 [email protected] Media Relations Contact: Diana McSweeney Symetra (425) 256-6167 [email protected] Symetra Stockholders Approve Acquisition by Sumitomo BELLEVUE, Wash.?(Nov. 5, 2015)?Symetra Financial Corporation (NYSE: SYA) (?Symetra?) today announced that its stockholders overwhelmingly adopted |
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| October 29, 2015 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin |
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| October 28, 2015 |
Symetra Financial CURRENT REPORT (Current Report/Significant Event) UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of Earliest Event Reported): October 28, 2015 Symetra Financial Corporation (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction of incorporation) (Com |
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| October 27, 2015 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin |
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| October 27, 2015 |
Symetra Financial Corporation Financial Supplement Table of Contents September 30, 2015 Exhibit Exhibit 99.2 October 27, 2015 THIRD QUARTER 2015 Symetra Financial Corporation (SYA) Financial Supplement All financial information in this document is unaudited Symetra Financial Corporation Financial Supplement Table of Contents September 30, 2015 Page Financial Highlights 1 Consolidated Results Consolidated Income Statement Data 2 Consolidated Balance Sheet Data 3 Segment Income Stateme |
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| October 27, 2015 |
SYMETRA REPORTS THIRD QUARTER 2015 RESULTS Exhibit Investor Relations Contact: Karin G. Van Vleet (425) 256-5351 [email protected] Media Relations Contact: Diana McSweeney (425) 256-6167 [email protected] SYMETRA REPORTS THIRD QUARTER 2015 RESULTS ? Sales were up year-over-year across the Benefits, Retirement and Individual Life divisions; Retirement achieved a second consecutive quarter of over $1 billion in sales. ? Be |
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| October 27, 2015 |
Financial Statements and Exhibits, Results of Operations and Financial Condition 8-K 1 sya-201509308k.htm 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): October 27, 2015 SYMETRA FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisd |
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| October 16, 2015 |
Exhibit 10.1 CREDIT AGREEMENT dated as of October 16, 2015 among SYMETRA FINANCIAL CORPORATION, The Lenders Party Hereto, U.S. BANK NATIONAL ASSOCIATION, as Administrative Agent, WELLS FARGO BANK, NATIONAL ASSOCIATION and JPMORGAN CHASE BANK, N.A., as Co-Syndication Agents, and SUNTRUST BANK, as Documentation Agent U.S. BANK NATIONAL ASSOCIATION, WELLS FARGO SECURITIES, LLC and J.P. MORGAN SECURIT |
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| October 16, 2015 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of Earliest Event Reported): October 16 , 2015 Symetra Financial Corporation (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction (Commission File Numb |
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| October 2, 2015 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin |
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| September 30, 2015 |
Use these links to rapidly review the document TABLE OF CONTENTS Table of Contents Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| September 18, 2015 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin |
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| September 9, 2015 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin |
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| September 8, 2015 |
Symetra Financial SCHEDULE 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin |
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| September 8, 2015 |
Symetra Financial SCHEDULE 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin |
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| September 3, 2015 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin |
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| September 1, 2015 |
Use these links to rapidly review the document TABLE OF CONTENTS Table of Contents Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| August 25, 2015 |
Symetra Financial SCHEDULE 14A DEFA14A 1 defa14a.htm SCHEDULE 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as per |
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| August 21, 2015 |
Symetra Financial SCHEDULE 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin |
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| August 21, 2015 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13D Under the Securities Exchange Act of 1934 (Amendment No. )* Symetra Financial Corporation (Name of Issuer) Common Stock, par value $0.01 per share (Title of Class of Securities) 87151Q106 (CUSIP Number) Shinzo Kono Sumitomo Life Insurance Company 7-18-24 Tsukiji Chuo-ku, Tokyo 104-8430, Japan Telephone: 81-3-5550- |
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| August 14, 2015 |
Symetra Financial SCHEDULE 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin |
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| August 11, 2015 |
Symetra Financial SCHEDULE 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin |
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| August 11, 2015 |
Sumitomo Life Insurance Company to Acquire Symetra Financial Corp. Exhibit 99.3 For Immediate Release Sumitomo Life Insurance Company to Acquire Symetra Financial Corp. ? Symetra to Operate as a Wholly Owned Subsidiary of Sumitomo Life and Maintain Current Businesses, Employees, Management Team, Strategy, Operations, Community Support and Headquarters ? All-cash Transaction Offers a Meaningful Premium and Compelling Value to Symetra Shareholders BELLEVUE, Wash.?( |
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| August 11, 2015 |
Symetra Financial SCHEDULE 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin |
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| August 11, 2015 |
Symetra Financial SCHEDULE 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin |
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| August 11, 2015 |
Symetra Financial SCHEDULE 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin |
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| August 11, 2015 |
AMENDMENT TO THE AMENDED AND RESTATED BYLAWS SYMETRA FINANCIAL CORPORATION Exhibit 3.1 AMENDMENT TO THE AMENDED AND RESTATED BYLAWS OF SYMETRA FINANCIAL CORPORATION Article VI of the Amended and Restated Bylaws of Symetra Financial Corporation is hereby amended to add a new Section 5, as set forth below. ? Section 5. Forum for Adjudication of Disputes. Unless the Corporation consents in writing to the selection of an alternative forum, to the fullest extent permitted by |
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| August 11, 2015 |
EX-2.1 2 ex2-1.htm AGREEMENT AND PLAN OF MERGER Exhibit 2.1 AGREEMENT AND PLAN OF MERGER by and among SUMITOMO LIFE INSURANCE COMPANY, SLIC FINANCIAL CORPORATION and SYMETRA FINANCIAL CORPORATION Dated as of August 11, 2015 Table of Contents Page ARTICLE I DEFINED TERMS Section 1.01 Certain Defined Terms 1 Section 1.02 Additional Defined Terms 11 Section 1.03 Interpretation 13 ARTICLE II THE MERGE |
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| August 11, 2015 |
Symetra Financial SCHEDULE 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin |
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| August 11, 2015 |
Symetra Financial SCHEDULE 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin |
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| August 11, 2015 |
Symetra Financial CURRENT REPORT DEFA14A 1 form8-k.htm CURRENT REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of Earliest Event Reported): August 11, 2015 Symetra Financial Corporation (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other |
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| August 11, 2015 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of Earliest Event Reported): August 11, 2015 Symetra Financial Corporation (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction (Commission (I.R.S. Emp |
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| August 11, 2015 |
Symetra Financial SCHEDULE 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defin |
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| August 11, 2015 |
Symetra Financial SCHEDULE 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin |
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| August 11, 2015 |
AMENDMENT TO THE AMENDED AND RESTATED BYLAWS SYMETRA FINANCIAL CORPORATION Exhibit 3.1 AMENDMENT TO THE AMENDED AND RESTATED BYLAWS OF SYMETRA FINANCIAL CORPORATION Article VI of the Amended and Restated Bylaws of Symetra Financial Corporation is hereby amended to add a new Section 5, as set forth below. ? Section 5. Forum for Adjudication of Disputes. Unless the Corporation consents in writing to the selection of an alternative forum, to the fullest extent permitted by |
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| August 11, 2015 |
Symetra Financial SCHEDULE 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin |
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| August 11, 2015 |
Exhibit 99.1 VOTING AGREEMENT THIS VOTING AGREEMENT, dated as of August 11, 2015 (this ? Agreement?), is between Sumitomo Life Insurance Company, a mutual company ( sougo kaisha) organized under the laws of Japan (? Sumitomo?), and White Mountains Insurance Group, Ltd., an exempted company with limited liability incorporated under the laws of Bermuda (the ? Stockholder?). WHEREAS, concurrently wit |
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| August 11, 2015 |
Sumitomo Life Insurance Company to Acquire Symetra Financial Corp. EX-99.3 6 ex99-3.htm PRESS RELEASE Exhibit 99.3 For Immediate Release Sumitomo Life Insurance Company to Acquire Symetra Financial Corp. ● Symetra to Operate as a Wholly Owned Subsidiary of Sumitomo Life and Maintain Current Businesses, Employees, Management Team, Strategy, Operations, Community Support and Headquarters ● All-cash Transaction Offers a Meaningful Premium and Compelling Value to Sym |
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| August 11, 2015 |
Symetra Financial SCHEDULE 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin |
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| August 11, 2015 |
Exhibit 99.1 VOTING AGREEMENT THIS VOTING AGREEMENT, dated as of August 11, 2015 (this ? Agreement?), is between Sumitomo Life Insurance Company, a mutual company ( sougo kaisha) organized under the laws of Japan (? Sumitomo?), and White Mountains Insurance Group, Ltd., an exempted company with limited liability incorporated under the laws of Bermuda (the ? Stockholder?). WHEREAS, concurrently wit |
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| August 11, 2015 |
Exhibit 99.2 VOTING AGREEMENT THIS VOTING AGREEMENT, dated as of August 11, 2015 (this “ Agreement”), is between Sumitomo Life Insurance Company, a mutual company ( sougo kaisha) organized under the laws of Japan (“ Sumitomo”), and Berkshire Hathaway Inc., a Delaware corporation (the “ Stockholder”). WHEREAS, concurrently with the execution of this Agreement, Sumitomo, SLIC Financial Corporation, |
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| August 11, 2015 |
Exhibit 2.1 AGREEMENT AND PLAN OF MERGER by and among SUMITOMO LIFE INSURANCE COMPANY, SLIC FINANCIAL CORPORATION and SYMETRA FINANCIAL CORPORATION Dated as of August 11, 2015 Table of Contents Page ARTICLE I DEFINED TERMS Section 1.01 Certain Defined Terms 1 Section 1.02 Additional Defined Terms 11 Section 1.03 Interpretation 13 ARTICLE II THE MERGER AND CERTAIN RELATED MATTERS Section 2.01 The M |
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| August 11, 2015 |
Symetra Financial SCHEDULE 14A DEFA14A 1 defa14a.htm SCHEDULE 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as per |
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| August 11, 2015 |
Symetra Financial SCHEDULE 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin |
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| August 11, 2015 |
Symetra Financial SCHEDULE 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin |
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| August 11, 2015 |
Symetra Financial SCHEDULE 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin |
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| August 11, 2015 |
Symetra Financial SCHEDULE 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ? Filed by a Party other than the Registrant ? Check the appropriate box: ? Preliminary Proxy Statement ? Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ? Defin |
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| August 11, 2015 |
Exhibit 99.2 VOTING AGREEMENT THIS VOTING AGREEMENT, dated as of August 11, 2015 (this ? Agreement?), is between Sumitomo Life Insurance Company, a mutual company ( sougo kaisha) organized under the laws of Japan (? Sumitomo?), and Berkshire Hathaway Inc., a Delaware corporation (the ? Stockholder?). WHEREAS, concurrently with the execution of this Agreement, Sumitomo, SLIC Financial Corporation, |
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| August 11, 2015 |
Symetra Financial SCHEDULE 14A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 14A Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant ☒ Filed by a Party other than the Registrant ☐ Check the appropriate box: ☐ Preliminary Proxy Statement ☐ Confidential, for Use of the Commission Only (as permitted by Rule 14a-6(e)(2)) ☐ Defin |
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| August 7, 2015 |
AMENDMENT NO. 9 TO MASTER SERVICES AGREEMENT AMENDMENT NO. 9 TO MASTER SERVICES AGREEMENT This Amendment No. 9 (this "Amendment") to the Master Services Agreement dated August 1, 2009 (the "Agreement") is hereby entered into as of June 29, 2015 by and between Symetra Life Insurance Company, an Iowa corporation (including its successors and permitted assigns, "Symetra"), and Xerox Business Services, LLC (formerly Affiliated Computer Services, |
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| August 7, 2015 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2015 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-33808 SYMETRA FINANCIAL CORPORATION (Exact name of |
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| July 30, 2015 |
Symetra Financial Corporation Financial Supplement Table of Contents June 30, 2015 SYA-2015.06.30 Exhibit 99.2 Supplement Exhibit 99.2 July 30, 2015 SECOND QUARTER 2015 Symetra Financial Corporation (SYA) Financial Supplement All financial information in this document is unaudited Symetra Financial Corporation Financial Supplement Table of Contents June 30, 2015 Page Financial Highlights 1 Consolidated Results Consolidated Income Statement Data 2 Consolidated Balance Sheet Data |
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| July 30, 2015 |
Symetra Financial 8-K (Current Report/Significant Event) SYA-2015.06.30 8K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): July 30, 2015 SYMETRA FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction (Commis |
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| July 30, 2015 |
SYMETRA REPORTS SECOND QUARTER 2015 RESULTS AND ANNOUNCES SPECIAL DIVIDEND OF $0.50 PER SHARE SYA-2015.06.30 Exhibit 99.1 Press Release Exhibit 99.1 Investor Relations Contact: Karin G. Van Vleet (425) 256-5351 [email protected] Media Relations Contact: Diana McSweeney (425) 256-6167 [email protected] SYMETRA REPORTS SECOND QUARTER 2015 RESULTS AND ANNOUNCES SPECIAL DIVIDEND OF $0.50 PER SHARE ? Retirement achieved record $1 billion in sales; Individual Life also posted |
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| June 15, 2015 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION June 15, 2015 ORDER GRANTING CONFIDENTIAL TREATMENT UNDER THE SECURITIES EXCHANGE ACT OF 1934 Symetra Financial Corp. |
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| May 12, 2015 |
Submission of Matters to a Vote of Security Holders Sym859 - 2015-05-XX 8-K Voting Results UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| May 8, 2015 |
AMENDMENT NO. 8 TO MASTER SERVICES AGREEMENT EX-10.1 2 sya-20150331exhibit101.htm EXHIBIT 10.1 Portions marked [***] have been omitted pursuant to a Confidential Treatment Request by Symetra Financial Corporation, this information has been filed separately with the Securities and Exchange Commission. AMENDMENT NO. 8 TO MASTER SERVICES AGREEMENT This Amendment No. 8 (this "Amendment") to the Master Services Agreement dated August 1, 2009 (the |
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| May 8, 2015 |
[________] RESTRICTED STOCK AGREEMENT PURSUANT TO THE SYMETRA FINANCIAL CORPORATION EQUITY PLAN [] RESTRICTED STOCK AGREEMENT PURSUANT TO THE SYMETRA FINANCIAL CORPORATION EQUITY PLAN THIS RESTRICTED STOCK AGREEMENT (this ?Agreement?) made as of the [] by and between Symetra Financial Corporation, a Delaware corporation (the ?Company?), and [ ] (the ?Executive?). |
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| May 8, 2015 |
[___________] RESTRICTED STOCK AGREEMENT PURSUANT TO THE SYMETRA FINANCIAL CORPORATION EQUITY PLAN [] RESTRICTED STOCK AGREEMENT PURSUANT TO THE SYMETRA FINANCIAL CORPORATION EQUITY PLAN THIS RESTRICTED STOCK AGREEMENT (this ?Agreement?) made as of the [] by and between Symetra Financial Corporation, a Delaware corporation (the ?Company?), and [] (the ?Executive?). |
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| May 8, 2015 |
Performance Unit Award Agreement Pursuant to the Symetra Financial Corporation Equity Plan [] Grant THIS PERFORMANCE UNIT AWARD AGREEMENT (this “Agreement”) is made, effective as of the [] (the “Grant Date”), between Symetra Financial Corporation (the “Company”) and [] (the “Participant”). |
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| May 8, 2015 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2015 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-33808 SYMETRA FINANCIAL CORPORATION (Exact name o |
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| April 23, 2015 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): April 23, 2015 SYMETRA FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction (Commission File Number) |
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| April 23, 2015 |
Symetra Financial Corporation Financial Supplement Table of Contents March 31, 2015 EX-99.2 3 sya-20150331exhibit992supp.htm EXHIBIT 99.2 Exhibit 99.2 April 23, 2015 FIRST QUARTER 2015 Symetra Financial Corporation (SYA) Financial Supplement All financial information in this document is unaudited Symetra Financial Corporation Financial Supplement Table of Contents March 31, 2015 Page Financial Highlights 1 Consolidated Results Consolidated Income Statement Data 2 Consolidated Bal |
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| April 23, 2015 |
SYMETRA REPORTS FIRST QUARTER 2015 RESULTS EX-99.1 2 sya-20150331exhibit991pres.htm EXHIBIT 99.1 Investor Relations Contact: Jim Pirak (425) 256-8284 [email protected] Media Relations Contact: Diana McSweeney (425) 256-6167 [email protected] SYMETRA REPORTS FIRST QUARTER 2015 RESULTS Summary • Strong sales across the company, with year-over-year growth in Benefits, Retirement and Individual Life. • Benefits loss ratio of 66.4 |
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| April 22, 2015 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K/A (Amendment No. 1) (Mark One) ý ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2014 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-33808 SYMETRA FINANCIAL CORPORATIO |
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| March 25, 2015 |
2015 Notice and Access UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington D. |
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| March 25, 2015 |
2015 Proxy Statement UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington D. |
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| February 26, 2015 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ? ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2014 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-33808 SYMETRA FINANCIAL CORPORATION (Exact name of reg |
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| February 26, 2015 |
RESTRICTED STOCK AGREEMENT PURSUANT TO THE SYMETRA FINANCIAL CORPORATION EQUITY PLAN RESTRICTED STOCK AGREEMENT PURSUANT TO THE SYMETRA FINANCIAL CORPORATION EQUITY PLAN THIS RESTRICTED STOCK AGREEMENT (this “Agreement”) made as of the 28th day of February, 2012 by and between Symetra Financial Corporation, a Delaware corporation (the “Company”), and NAME (the “Executive”). |
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| February 26, 2015 |
Exhibit 12.1 Symetra Financial Corporation Ratio of Earnings to Fixed Charges For the Years Ended December 31, 2014 2013 2012 2011 2010 Earnings: Pre-tax income from operations 299.9 274.1 270.1 273.2 278.3 Plus: Fixed charges - excluding interest credited on deposit contracts 41.0 35.3 34.9 34.0 33.8 Earnings - excluding interest credited on deposit contracts 340.9 309.4 305.0 307.2 312.1 Plus: F |
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| February 12, 2015 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULES 13d-1(b) (c), AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13d-2(b) (Amendment No. 3)* SYMETRA FINANCIAL CORP. (Name of Issuer) Common Stock (Title of Class of Securities) 87151Q106 (CUSIP Number) December 31, 2014 (Date of Ev |
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| February 10, 2015 |
Securities and Exchange Commission Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No. 2)* December 31, 2014 (Date of event which requires filing of this statement) Check the appropriate box to designate the rule pursuant to which this schedule is filed: (X) Rule 13d-1(b) ( ) Rule 13d-1(c) ( ) Rule 13d-1(d) Name of Issuer: Symetra Financial Corporation Titl |
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| February 4, 2015 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): February 4, 2015 SYMETRA FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction (Commission File Numbe |
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| February 4, 2015 |
a4q2014financialreviewfi Fourth Quarter 2014 Review and 2015 Outlook February 5, 2015 Forward-Looking Statements Statements made in the following presentation that relate to anticipated financial performance or business operations, business services and product prospects and plans, reinvestment opportunities, changes in the amount of cash flow testing reserves, regulatory developments and similar matters may be considered “forward-looking statements” within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. |
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| February 4, 2015 |
SYMETRA REPORTS FOURTH QUARTER AND FULL-YEAR 2014 RESULTS AND ANNOUNCES 2015 OUTLOOK Exhibit 99.1 Investor Relations Contact: Jim Pirak (425) 256-8284 [email protected] Media Relations Contact: Diana McSweeney (425) 256-6167 [email protected] SYMETRA REPORTS FOURTH QUARTER AND FULL-YEAR 2014 RESULTS AND ANNOUNCES 2015 OUTLOOK Fourth Quarter Highlights • Strong sales across the company, with growth in medical stop-loss, group life and disability income, fixed indexed |
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| February 4, 2015 |
Symetra Financial Corporation Financial Supplement Table of Contents December 31, 2014 EX-99.2 3 sya-20141231exhibit992supp.htm QUARTERLY FINANCIAL SUPPLEMENT Exhibit 99.2 February 4, 2015 FOURTH QUARTER 2014 Symetra Financial Corporation (SYA) Financial Supplement All financial information in this document is unaudited Symetra Financial Corporation Financial Supplement Table of Contents December 31, 2014 Page Financial Highlights 1 Consolidated Results Consolidated Income Statement |
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| January 27, 2015 |
SYA / Symetra Financial Corporation / PRUDENTIAL FINANCIAL INC Passive Investment 13G HTML File DOCUMENT TYPE SC 13G/A TEXT SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| January 8, 2015 |
SYA / Symetra Financial Corporation CT ORDER - - begin 644 filename1.pdf M)5!$1BTQ+C4-)>+CS],-"C$P(#`@;V)J#3P\+TQI;F5A7!E+UA2968O5ULQ(#(@,5T^/G-T#0IE;F1S M=')E86T-96YD;V)J#7-T87)T>')E9@T*,`T*)25%3T8-"B`@("`@("`@#0HR M,B`P(&]B:@T\/"]&:6QT97(O1FQA=&5$96-O9&4O22`X-"],(#8X+TQE;F=T M:"`V,2]3(#,X/CYS=')E86T-"FC>8F!@8&9@8.)G``(.0094P`C$+`P<#7!E+T-A=&%L;V<^/@UE;F1O8FH-,3(@ M,"!O8FH-/#PO0V]N=&5N=',@,30@,"!2+T-R;W!";WA;,"`P(#8Q,B`W.3)= M+TUE9&EA0F]X6S`@," |
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| January 7, 2015 |
INVESTMENT MANAGEMENT AGREEMENT INVESTMENT MANAGEMENT AGREEMENT White Mountains Advisors LLC, a Delaware limited liability company (the “Adviser”), located at 200 Hubbard Road, Guilford, Connecticut 06437, and Symetra Financial Corporation, a Delaware corporation (the “Client”), located at 777 108th Avenue NE, Bellevue, Washington, 98004, on behalf of itself and its subsidiaries listed on Schedule A (each an “Affiliated Company”), enter into this investment management agreement (the “Agreement”) effective on January 1, 2015. |
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| January 7, 2015 |
Entry into a Material Definitive Agreement, Financial Statements and Exhibits UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): December 31, 2014 SYMETRA FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction (Commission File Numb |
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| November 7, 2014 |
AMENDMENT NO. 7 TO MASTER SERVICES AGREEMENT Portions marked [***] have been omitted pursuant to a Confidential Treatment Request by Symetra Financial Corporation, this information has been filed separately with the Securities and Exchange Commission. |
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| November 7, 2014 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2014 OR ? TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-33808 SYMETRA FINANCIAL CORPORATION (Exact na |
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| November 5, 2014 |
Termination of a Material Definitive Agreement UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): October 30, 2014 SYMETRA FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction (Commission File Numbe |
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| October 27, 2014 |
SYMETRA REPORTS THIRD QUARTER 2014 RESULTS AND ANNOUNCES SPECIAL DIVIDEND OF $1.30 PER SHARE Exhibit 99.1 Investor Relations Contact: Jim Pirak (425) 256-8284 [email protected] Media Relations Contact: Diana McSweeney (425) 256-6167 [email protected] SYMETRA REPORTS THIRD QUARTER 2014 RESULTS AND ANNOUNCES SPECIAL DIVIDEND OF $1.30 PER SHARE Highlights • Sales rose year-over-year across all business segments. • Strong underwriting results in Benefits segment generated a loss |
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| October 27, 2014 |
Financial Statements and Exhibits, Results of Operations and Financial Condition, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): October 27, 2014 SYMETRA FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction (Commission File Numbe |
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| October 27, 2014 |
Symetra Financial Corporation Financial Supplement Table of Contents September 30, 2014 Exhibit 99.2 October 27, 2014 THIRD QUARTER 2014 Symetra Financial Corporation (SYA) Financial Supplement All financial information in this document is unaudited Symetra Financial Corporation Financial Supplement Table of Contents September 30, 2014 Page Financial Highlights 1 Consolidated Results Consolidated Income Statement Data 2 Consolidated Balance Sheet Data 3 Segment Income Statement Data |
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| September 16, 2014 |
Entry into a Material Definitive Agreement UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): September 16, 2014 SYMETRA FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction (Commission File Num |
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| August 28, 2014 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of Earliest Event Reported): August 28, 2014 Symetra Financial Corporation (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction (Commission (I.R.S. Emp |
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| August 28, 2014 |
EXECUTION VERSION CREDIT AGREEMENT dated as of August 28, 2014 among SYMETRA FINANCIAL CORPORATION, The Lenders Party Hereto, JPMORGAN CHASE BANK, N. |
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| August 8, 2014 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2014 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-33808 SYMETRA FINANCIAL CORPORATION (Exact name of |
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| August 4, 2014 |
EX-4.1 Exhibit 4.1 SYMETRA FINANCIAL CORPORATION AND U.S. BANK NATIONAL ASSOCIATION, as Trustee Indenture Dated as of August 4, 2014 Debt Securities SYMETRA FINANCIAL CORPORATION Debt Securities CROSS REFERENCE SHEET* This Cross Reference Sheet shows the location in the Indenture of the provisions inserted pursuant to Sections 310-318(a), inclusive, of the Trust Indenture Act of 1939. Section of T |
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| August 4, 2014 |
$250,000,000 SYMETRA FINANCIAL CORPORATION 4.25% Senior Notes due 2024 Underwriting Agreement EX-1.1 Exhibit 1.1 Execution Version $250,000,000 SYMETRA FINANCIAL CORPORATION 4.25% Senior Notes due 2024 Underwriting Agreement July 30, 2014 J.P. Morgan Securities LLC and Wells Fargo Securities, LLC As Representatives of the several Underwriters listed in Schedule 1 hereto c/o J.P. Morgan Securities LLC 383 Madison Avenue New York, New York 10179 and c/o Wells Fargo Securities, LLC 550 South |
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| August 4, 2014 |
8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): August 4, 2014 (July 30, 2014) SYMETRA FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction of i |
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| August 4, 2014 |
EX-4.2 Exhibit 4.2 SYMETRA FINANCIAL CORPORATION 4.25% SENIOR NOTES DUE 2024 FIRST SUPPLEMENTAL INDENTURE DATED AS OF AUGUST 4, 2014 U.S. BANK NATIONAL ASSOCIATION, as Trustee TABLE OF CONTENTS Page ARTICLE I DEFINITIONS AND INCORPORATION BY REFERENCE SECTION 1.1 Definitions 1 SECTION 1.2 Other Definitions 2 SECTION 1.3 Incorporation by Reference of Trust Indenture Act 3 SECTION 1.4 Rules of Const |
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| July 31, 2014 |
424B5 Table of Contents Filed Pursuant to Rule 424(b)(5) Registration No. 333-197596 CALCULATION OF REGISTRATION FEE Class of securities to be registered Amount to be registered Amount of registration fee(1) 4.25% Senior Notes due 2024 $250,000,000 $32,200 (1) The registration fee of $32,200 is calculated in accordance with Rule 457(r) of the Securities Act of 1933, as amended. The full amount of |
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| July 30, 2014 |
FWP Supplementing the Preliminary Prospectus Filed Pursuant to Rule 433 Supplement dated July 30, 2014 Registration Statement File No. |
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| July 30, 2014 |
Regulation FD Disclosure, Financial Statements and Exhibits 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): July 30, 2014 SYMETRA FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction of incorporation) (Co |
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| July 30, 2014 |
Symetra Announces Pricing Terms of Senior Notes Offering EX-99.1 Exhibit 99.1 FOR IMMEDIATE RELEASE [SYMETRA LOGO] Investor Relations Contact: Jim Pirak (425) 256-8284 [email protected] Media Relations Contact: Mike DiGioia (425) 256-6185 [email protected] Symetra Announces Pricing Terms of Senior Notes Offering Bellevue, Wash., July 30, 2014 – Symetra Financial Corporation (NYSE:SYA) announced today the pricing of its offering of $250,000,00 |
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| July 30, 2014 |
Joint Book-Running Managers J.P. Morgan Wells Fargo Securities 424B5 Table of Contents Filed Pursuant to Rule 424(b)(5) Registration No. 333-197596 The information in this preliminary prospectus supplement is not complete and may be changed. This preliminary prospectus supplement and the accompanying prospectus is not an offer to sell these securities and it is not soliciting an offer to buy these securities in any jurisdiction where the offer or sale is not |
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| July 24, 2014 |
Symetra Financial Corporation Financial Supplement Table of Contents June 30, 2014 Exhibit 99.2 July 24, 2014 SECOND QUARTER 2014 Symetra Financial Corporation (SYA) Financial Supplement All financial information in this document is unaudited Symetra Financial Corporation Financial Supplement Table of Contents June 30, 2014 Page Financial Highlights 1 Consolidated Results Consolidated Income Statement Data 2 Consolidated Balance Sheet Data 3 Segment Income Statement Data 4 Segme |
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| July 24, 2014 |
Exhibit 12.1 Statement Regarding Computation of Ratio of Earnings to Fixed Charges (dollar amounts presented below in millions) Three months ended March 31, Year ended December 31, 2014 2013 2012 2011 2010 2009 Fixed Charges: Interest on notes payable (1) $ 7.9 $ 31.5 $ 31.5 $ 31.1 $ 31.0 $ 31.0 Amortization related to notes payable (2) 0.3 1.5 1.3 1.0 0.9 0.8 Interest Component of Rental Expense |
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| July 24, 2014 |
SYA / Symetra Financial Corporation S-3ASR - - REGISTRATION STATEMENT As filed with the Securities and Exchange Commission on July 24, 2014 Registration Statement No. |
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| July 24, 2014 |
Exhibit 4.1 SYMETRA FINANCIAL CORPORATION AND U.S. BANK NATIONAL ASSOCIATION, as Trustee Indenture Dated as of [ ] Debt Securities SYMETRA FINANCIAL CORPORATION Debt Securities CROSS REFERENCE SHEET* This Cross Reference Sheet shows the location in the Indenture of the provisions inserted pursuant to Sections 310-318(a), inclusive, of the Trust Indenture Act of 1939. Section of Trust Indenture Act |
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| July 24, 2014 |
Exhibit 25.1 securities and exchange commission Washington, D.C. 20549 FORM T-1 STATEMENT OF ELIGIBILITY UNDER THE TRUST INDENTURE ACT OF 1939 OF A CORPORATION DESIGNATED TO ACT AS TRUSTEE Check if an Application to Determine Eligibility of a Trustee Pursuant to Section 305(b)(2) U.S. BANK NATIONAL ASSOCIATION (Exact name of Trustee as specified in its charter) 31-0841368 I.R.S. Employer Identific |
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| July 24, 2014 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): July 24, 2014 SYMETRA FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction (Commission File Number) |
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| July 24, 2014 |
SYMETRA REPORTS SECOND QUARTER 2014 RESULTS Investor Relations Contact: Jim Pirak (425) 256-8284 [email protected] Media Relations Contact: Diana McSweeney (425) 256-6167 [email protected] SYMETRA REPORTS SECOND QUARTER 2014 RESULTS Highlights ? Adjusted operating income1 of $55.3 million was up 5% from second quarter 2013. Adjusted operating income per diluted share1 was $0.48, up from $0.40 in second quarter 2013. ? Net inco |
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| July 2, 2014 |
Financial Statements and Exhibits, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): July 2, 2014 SYMETRA FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction (Commission File Number) ( |
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| July 2, 2014 |
Symetra Life Insurance Company Completes Redomestication Plan News Release Investor Relations Contact: Media Relations Contact: Jim Pirak Diana McSweeney Symetra Symetra (425) 256-8284 (425) 256-6167 jim. |
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| June 23, 2014 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): June 23, 2014 SYMETRA FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction (Commission File Number) |
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| June 17, 2014 |
EX-10.1 2 sym776-xexhibit101.htm EXHIBIT May 21, 2014 George McKinnon 19525 228th Ave NE Woodinville, WA 98077 Re: Your Separation From Symetra Life Insurance Company Dear George: As we have discussed, your employment with Symetra Life Insurance Company (“Symetra”) will end on June 30, 2014. As a Senior Vice President of Symetra Life Insurance Company, you are eligible for severance pay according |
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| June 17, 2014 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): June 17, 2014 SYMETRA FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction (Commission File Number |
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| May 22, 2014 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): May 21, 2014 SYMETRA FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction (Commission File Number) ( |
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| May 20, 2014 |
RESTRICTED STOCK AGREEMENT PURSUANT TO THE SYMETRA FINANCIAL CORPORATION EQUITY PLAN Exhibit 10.2 RESTRICTED STOCK AGREEMENT PURSUANT TO THE SYMETRA FINANCIAL CORPORATION EQUITY PLAN THIS RESTRICTED STOCK AGREEMENT (this “Agreement”) made as of the 5th day of March, 2014 by and between Symetra Financial Corporation, a Delaware corporation (the “Company”), and (the “Executive”). WHEREAS, pursuant to the Symetra Financial Corporation Equity Plan (the “Plan”), the Executive has been |
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| May 20, 2014 |
Exhibit 10.1 Performance Unit Award Agreement Pursuant to the Symetra Financial Corporation Equity Plan 2014-2016 Grant THIS PERFORMANCE UNIT AWARD AGREEMENT (this “Agreement”) is made, effective as of the 5th day of March, 2014 (the “Grant Date”), between Symetra Financial Corporation (the “Company”) and (the “Participant”). WHEREAS, pursuant to the Symetra Financial Corporation Equity Plan (the |
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| May 20, 2014 |
Financial Statements and Exhibits, Submission of Matters to a Vote of Security Holders - 8-K/A UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K/A (Amendment No. 1) CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): May 20, 2014 (May 9, 2014) SYMETRA FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other juris |
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| May 14, 2014 |
Financial Statements and Exhibits, Submission of Matters to a Vote of Security Holders - 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): May 9, 2014 SYMETRA FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction (Commission File Number) (I |
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| May 14, 2014 |
Exhibit 10.1 Performance Unit Award Agreement Pursuant to the Symetra Financial Corporation Equity Plan 2014-2016 Grant THIS PERFORMANCE UNIT AWARD AGREEMENT (this “Agreement”) is made, effective as of the 5th day of March, 2014 (the “Grant Date”), between Symetra Financial Corporation (the “Company”) and (the “Participant”). WHEREAS, pursuant to the Symetra Financial Corporation Equity Plan (the |
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| May 14, 2014 |
RESTRICTED STOCK AGREEMENT PURSUANT TO THE SYMETRA FINANCIAL CORPORATION EQUITY PLAN Exhibit 10.2 RESTRICTED STOCK AGREEMENT PURSUANT TO THE SYMETRA FINANCIAL CORPORATION EQUITY PLAN THIS RESTRICTED STOCK AGREEMENT (this “Agreement”) made as of the 5th day of March, 2014 by and between Symetra Financial Corporation, a Delaware corporation (the “Company”), and (the “Executive”). WHEREAS, pursuant to the Symetra Financial Corporation Equity Plan (the “Plan”), the Executive has been |
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| May 9, 2014 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2014 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-33808 SYMETRA FINANCIAL CORPORATION (Exact name o |
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| May 9, 2014 |
AMENDMENT NO. 6 TO MASTER SERVICES AGREEMENT Exhibit 10.1 AMENDMENT NO. 6 TO MASTER SERVICES AGREEMENT This Amendment No. 6 (this "Amendment") to the Master Services Agreement dated August 1, 2009 (the "Agreement") is hereby entered into as of March 3, 2014 between Symetra Life Insurance Company, a Washington corporation (including its successors and permitted assigns, "Symetra"), and Xerox Business Services, LLC (formerly Affiliated Compute |
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| May 2, 2014 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): May 1, 2014 SYMETRA FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction of incorporation) (Commissi |
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| April 23, 2014 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): April 23, 2014 SYMETRA FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction (Commission File Number) |
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| April 23, 2014 |
Symetra Financial Corporation Financial Supplement Table of Contents March 31, 2014 Exhibit 99.2 April 23, 2014 FIRST QUARTER 2014 Symetra Financial Corporation (SYA) Financial Supplement All financial information in this document is unaudited Symetra Financial Corporation Financial Supplement Table of Contents March 31, 2014 Page Financial Highlights 1 Consolidated Results Consolidated Income Statement Data 2 Consolidated Balance Sheet Data 3 Segment Income Statement Data 4 Segm |
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| April 23, 2014 |
SYMETRA REPORTS FIRST QUARTER 2014 RESULTS AND RAISES 2014 GUIDANCE Exhibit 99.1 Investor Relations Contact: Jim Pirak (425) 256-8284 [email protected] Media Relations Contact: Diana McSweeney (425) 256-6167 [email protected] SYMETRA REPORTS FIRST QUARTER 2014 RESULTS AND RAISES 2014 GUIDANCE Highlights • Adjusted operating income1 of $65.7 million was up 33% from first quarter 2013, driven by improved earnings in the Benefits Division. Adjusted oper |
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| March 27, 2014 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant x Filed by a party other than the Registrant ¨ Check the appropriate box: ¨ Preliminary Proxy Statement ¨ Confidential, for Use of the Common Only (as permitted by Rule 14a-6(e)(2)) |
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| March 27, 2014 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington D.C. 20549 SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. ) Filed by the Registrant x Filed by a party other than the Registrant ¨ Check the appropriate box: o Preliminary Proxy Statement o Confidential, for Use of the Common Only (as permitted by Rule 14a-6(e)(2)) |
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| March 27, 2014 |
begin 644 filename1.pdf M)5!$1BTQ+C4-)>+CS],-"C$P(#`@;V)J#3P\+TQI;F5A7!E+UA2968O5ULQ(#(@,5T^/G-T#0IE;F1S M=')E86T-96YD;V)J#7-T87)T>')E9@T*,`T*)25%3T8-"B`@("`@("`@#0HR M,B`P(&]B:@T\/"]&:6QT97(O1FQA=&5$96-O9&4O22`X-"],(#8X+TQE;F=T M:"`V,B]3(#,X/CYS=')E86T-"FC>8F!@8&9@8.)G``(.:094P`C$+`P<#;9`%4I<@"JHPVLBT$E&,)G5`8(,`"01@0Z#0IE;F1S=')E M86T-96YD;V)J#3$Q(#`@;V)J#3P\+TUE=&%D871A(#(@,"!2+U!A9V5,86)E M;', |
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| March 4, 2014 |
Entry into a Material Definitive Agreement UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): March 3, 2014 SYMETRA FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction (Commission File Number) |
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| February 25, 2014 |
AMENDMENT NO. 5 TO MASTER SERVICESAGREEMENT EX-10.6 3 sya-20131231exhibit106.htm EXHIBIT Portions marked [***] have been omitted pursuant to a Confidential Treatment Request by Symetra Financial Corporation, this information has been filed separately with the Securities and Exchange Commission. AMENDMENT NO. 5 TO MASTER SERVICESAGREEMENT This Amendment No. 5 (this "Amendment") to the Master Services Agreement dated August 1, 2009 (the "Agre |
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| February 25, 2014 |
AMENDMENT NO. 4 TO MASTER SERVICESAGREEMENT EX-10.5 2 sya-20131231exhibit105.htm EXHIBIT AMENDMENT NO. 4 TO MASTER SERVICESAGREEMENT This Amendment No. 4 (this "Amendment") to the Master Services Agreement dated August 1, 2009 (the "Agreement") is hereby entered into as of January 1, 2014 and effective January 1, 2014 by and between Symetra Life Insurance Company, a Washington corporation (including its successors and permitted assigns, "Sy |
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| February 25, 2014 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K (Mark One) ý ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2013 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-33808 SYMETRA FINANCIAL CORPORATION (Exact name of reg |
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| February 14, 2014 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULES 13d-1(b) (c), AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13d-2(b) (Amendment No. 2)* SYMETRA FINANCIAL CORP. (Name of Issuer) Common Stock (Title of Class of Securities) 87151Q106 (CUSIP Number) December 31, 2013 (Date of Ev |
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| February 10, 2014 |
Securities and Exchange Commission Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No. 1)* December 31, 2013 (Date of event which requires filing of this statement) Check the appropriate box to designate the rule pursuant to which this schedule is filed: (X) Rule 13d-1(b) ( ) Rule 13d-1(c) ( ) Rule 13d-1(d) Name of Issuer: Symetra Financial Corporation Titl |
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| January 30, 2014 |
Symetra Financial Corporation Financial Supplement Table of Contents December 31, 2013 Exhibit 99.2 January 30, 2014 FOURTH QUARTER 2013 Symetra Financial Corporation (SYA) Financial Supplement All financial information in this document is unaudited Symetra Financial Corporation Financial Supplement Table of Contents December 31, 2013 Page Financial Highlights 1 Consolidated Results Consolidated Income Statement Data 2 Consolidated Balance Sheet Data 3 Segment Income Statement Data |
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| January 30, 2014 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): January 30, 2014 SYMETRA FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction (Commission File Numbe |
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| January 30, 2014 |
sya20131231exhibit993cal Agent or Advisor Use Only Fourth Quarter 2013 Review and 2014 Outlook January 31, 2014 Exhibit 99. |
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| January 30, 2014 |
SYMETRA REPORTS FOURTH QUARTER AND FULL-YEAR 2013 RESULTS AND ANNOUNCES 2014 OUTLOOK Exhibit 99.1 Investor Relations Contact: Jim Pirak (425) 256-8284 [email protected] Media Relations Contact: Diana McSweeney (425) 256-6167 [email protected] SYMETRA REPORTS FOURTH QUARTER AND FULL-YEAR 2013 RESULTS AND ANNOUNCES 2014 OUTLOOK Highlights • Adjusted operating income1 of $50.0 million was up 52% from fourth quarter 2012, driven by improved earnings in Benefits and Indiv |
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| January 29, 2014 |
SYA / Symetra Financial Corporation / PRUDENTIAL FINANCIAL INC Passive Investment DOCUMENT TYPE SC 13G/A TEXT SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 Amendment # 3 Name of Issuer: Symetra Financial Corp Title of Class of Securities: Common Stock CUSIP Number: 87151Q106 1) NAME AND I.R.S. IDENTIFICATION NO. OF REPORTING PERSON Prudential Financial, Inc. 22-3703799 2.) MEMBER OF A GROUP: (a) N/A (b) N/A 3) S |
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| January 14, 2014 |
Financial Statements and Exhibits, Other Events - 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 14, 2014 SYMETRA FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction of incorporation) (Com |
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| January 14, 2014 |
Symetra Life Insurance Company Files Application to Redomesticate from Washington to Iowa News Release Investor Relations Contact: Media Relations Contact: Jim Pirak Diana McSweeney Symetra Symetra (425) 256-8284 (425) 256-6167 Jim. |
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| November 22, 2013 |
begin 644 filename1.pdf M)5!$1BTQ+C4-)>+CS],-"C0Y(#`@;V)J#3P\+TQI;F5AF4@-C(O5'EP92]84F5F+U=;,2`R(#%=/CYS=')E86T-"FC>8F)D$&!@ M8F#R`A(,4X`$XPT@P1(")-@U@,0G(P8F1H8#(%D&1G3B/^/D/P`!!@"T,0;D M#0IE;F1S=')E86T-96YD;V)J#7-T87)T>')E9@T*,`T*)25%3T8-"B`@("`@ M("`@#0HV,2`P(&]B:@T\/"]#(#8Y+T9I;'1E8F!@8&%@8(IF``*>,@94P,@` MDN5H0!9C@6(&AAL,W`R7!E+U!A9V4^/@UE;F1O8FH-3(@,"!O8FH-/#PO1FEL=&5R+T9L871E M1&5C;V1E+T9I< |
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| November 13, 2013 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): November 13, 2013 SYMETRA FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction of incorporation) (Co |
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| November 6, 2013 |
AMENDMENT NUMBER TWO TO INVESTMENT MANAGEMENT AGREEMENT Exhibit 10.3 AMENDMENT NUMBER TWO TO INVESTMENT MANAGEMENT AGREEMENT This AMENDMENT Number TWO, dated as of September 30, 2013 to the Investment Management Agreement (?Agreement?) dated as of June 1, 2011 originally made by and among WHITE MOUNTAINS ADVISORS LLC, a Delaware limited liability company (the ?Advisor?), and SYMETRA FINANCIAL CORPORATION, a Delaware corporation (the ?Client?). Capitali |
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| November 6, 2013 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q (Mark One) x QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2013 OR ¨ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission file number: 001-33808 SYMETRA FINANCIAL CORPORATION (Exact na |
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| November 6, 2013 |
Exhibit 10.1 Amended Exhibit A – SLA Supplement Effective as of September 30, 2013 Chase Insurance Agency / Chase Investment Services Corp ANNUITY CARRIER Service Level Requirements Business Model Requirements: • Participation with the NSCC ▪ Send daily COM files ▪ Gross commission NSCC money settlement ▪ Send daily PVF (position and value files) and FAR (financial activity report) feeds ▪ Agent o |
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| November 6, 2013 |
Exhibit 10.2 Portions marked [***] have been omitted pursuant to a Confidential Treatment Request by Symetra Financial Corporation, this information has been filed separately with the Securities and Exchange Commission. AMENDMENT TO SALES AGREEMENT ANNUITY BASE COMMISSION SCHEDULE Product Name Issue Age Payout Options Purchase Payment Base Commission LSA # (internal coding) Commission Effective Da |
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| October 23, 2013 |
Symetra Financial Corporation Financial Supplement Table of Contents September 30, 2013 Exhibit 99.2 October 23, 2013 THIRD QUARTER 2013 Symetra Financial Corporation (SYA) Financial Supplement All financial information in this document is unaudited Symetra Financial Corporation Financial Supplement Table of Contents September 30, 2013 Page Financial Highlights 1 Consolidated Results Consolidated Income Statement Data 2 Consolidated Balance Sheet Data 3 Segment Income Statement Data |
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| October 23, 2013 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): October 23, 2013 SYMETRA FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction (Commission File Numbe |
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| October 23, 2013 |
SYMETRA REPORTS THIRD QUARTER 2013 RESULTS Exhibit 99.1 Investor Relations Contact: Jim Pirak (425) 256-8284 [email protected] Media Relations Contact: Diana McSweeney (425) 256-6167 [email protected] SYMETRA REPORTS THIRD QUARTER 2013 RESULTS Third Quarter Summary • Adjusted operating income1 was $48.9 million, or $0.42 per diluted share, up from $45.9 million, or $0.33 per diluted share, in third quarter 2012. • Net income |
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| August 2, 2013 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q Form 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| August 2, 2013 |
EX-10.4 Exhibit 10.4 AMENDMENT 8 This Amendment 8 (this “Amendment”) to the Group Long Term Disability Reinsurance Agreement between Symetra Life Insurance Company (“Insurer”) of Bellevue, Washington and Reliance Standard Life Insurance Company doing business as Custom Disability Solutions, as Managing Agent (“Managing Agent”) for each of the participating reinsurers collectively referred to in th |
|
| August 1, 2013 |
begin 644 filename1.pdf M)5!$1BTQ+C4-)>+CS],-"C$P(#`@;V)J#3P\+TQI;F5A7!E+UA2968O5ULQ(#(@,5T^/G-T#0IE;F1S M=')E86T-96YD;V)J#7-T87)T>')E9@T*,`T*)25%3T8-"B`@("`@("`@#0HR M,B`P(&]B:@T\/"]&:6QT97(O1FQA=&5$96-O9&4O22`X-"],(#8X+TQE;F=T M:"`V,2]3(#,X/CYS=')E86T-"FC>8F!@8&9@8.)G``*.F0RH@!&(61@X&I#% MF*&8@:&1@9N!57!E+T-A=&%L;V<^/@UE;F1O8FH-,3(@ M,"!O8FH-/#PO0V]N=&5N=',@,30@,"!2+T-R;W!";WA;,"`P(#8Q,B`W.3)= M |
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| July 24, 2013 |
SYMETRA REPORTS SECOND QUARTER 2013 RESULTS EX-99.1 Exhibit 99.1 Investor Relations Contact: Jim Pirak (425) 256-8284 [email protected] Media Relations Contact: Diana McSweeney (425) 256-6167 [email protected] SYMETRA REPORTS SECOND QUARTER 2013 RESULTS Second Quarter Summary • Adjusted operating income1 was $51.4 million, or $0.39 per diluted share, up from $47.2 million, or $0.34 per diluted share, in second quarter 2012. • |
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| July 24, 2013 |
EX-99.2 Exhibit 99.2 July 24, 2013 SECOND QUARTER 2013 Symetra Financial Corporation (SYA) Financial Supplement All financial information in this document is unaudited Symetra Financial Corporation Financial Supplement Table of Contents June 30, 2013 Page Financial Highlights 1 Consolidated Results Consolidated Income Statement Data 2 Consolidated Balance Sheet Data 3 Segment Income Statement Data |
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| July 24, 2013 |
Financial Statements and Exhibits, Results of Operations and Financial Condition - FORM 8-K Form 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): July 24, 2013 SYMETRA FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction (Commission File |
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| July 8, 2013 |
SECURITIES AND EXCHANGE COMMISSION Washington, DC 20549 SCHEDULE 13G (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO §240. |
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| June 24, 2013 |
Unregistered Sales of Equity Securities - CURRENT REPORT UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): June 20, 2013 SYMETRA FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction of incorporation) (Commis |
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| May 21, 2013 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): May 17, 2013 SYMETRA FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction of incorporation) (Commiss |
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| May 7, 2013 |
Submission of Matters to a Vote of Security Holders - LIVE FILING Symetra Financial Corporation (Form: 8-K) UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. |
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| May 3, 2013 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q Form 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| May 3, 2013 |
Exhibit 10.3 Portions marked [***] have been omitted pursuant to a Confidential Treatment Request by Symetra Financial Corporation, this information has been filed separately with the Securities and Exchange Commission. AMENDMENT TO SALES AGREEMENT ANNUITY BASE COMMISSION SCHEDULE Product Name Issue Age Payout Options Purchase Payment Base Commission LSA # (internal coding) Commission Effective Da |
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| May 3, 2013 |
AMENDMENT 7 TO THE GROUP LONG TERM DISABILITY REINSURANCE AGREEMENT Exhibit 10.10 AMENDMENT 7 TO THE GROUP LONG TERM DISABILITY REINSURANCE AGREEMENT This Amendment 7 (this ?Amendment?) to the Group Long Term Disability Reinsurance Agreement between Symetra Life Insurance Company (?Insurer?) of Bellevue, Washington and Reliance Standard Life Insurance Company doing business as Custom Disability Solutions, as Managing Agent (?Managing Agent?) for each of the partic |
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| May 3, 2013 |
Exhibit 10.8 Amendment to 2011-2013 and 2012-2014 Performance Unit Award Agreement Pursuant to the Symetra Financial Corporation Equity Plan Symetra Financial Corporation and the undersigned Participant are parties to a Performance Unit Award Agreement(s) (“Agreement”) issued to Participant pursuant to the Symetra Financial Corporation Equity Plan. In order to align the Agreement with the Symetra |
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| May 3, 2013 |
Amendment to Stock Option Award Agreement EX-10.5 Exhibit 10.5 Amendment to Stock Option Award Agreement Symetra Financial Corporation and the undersigned Participant are parties to a Stock Option Award Agreement (“Agreement”) issued to Participant pursuant to the Symetra Financial Corporation Equity Plan. In order to align the Agreement with the Symetra Financial Corporation Executive Severance Pay Plan and the Symetra Financial Corporat |
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| May 3, 2013 |
RESTRICTED STOCK AGREEMENT PURSUANT TO THE SYMETRA FINANCIAL CORPORATION EQUITY PLAN Exhibit 10.6 RESTRICTED STOCK AGREEMENT PURSUANT TO THE SYMETRA FINANCIAL CORPORATION EQUITY PLAN THIS RESTRICTED STOCK AGREEMENT (this “Agreement”) made as of the 5th day of March, 2013 by and between Symetra Financial Corporation, a Delaware corporation (the “Company”), and (the “Executive”). WHEREAS, pursuant to the Symetra Financial Corporation Equity Plan (the “Plan”), the Executive has been |
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| May 3, 2013 |
Exhibit 10.1 Amendment to Sales Agreement Effective as of February 1, 2013 Symetra Life Insurance Company Individual Life Policies Commission Schedule Terms and Conditions Terms 1. Commissions are payable on premiums paid to the Company. Basic and Renewal commissions are vested and constitute full compensation to the designated writing agency. The writing agency will be paid all Basic and Renewal |
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| May 3, 2013 |
AMENDMENT 4 TO THE GROUP SHORT TERM DISABILITY REINSURANCE AGREEMENT Exhibit 10.9 AMENDMENT 4 TO THE GROUP SHORT TERM DISABILITY REINSURANCE AGREEMENT This Amendment 4 (this “Amendment”) to the Group Short Term Disability Reinsurance Agreement between Symetra Life Insurance Company (“Insurer”) of Bellevue, Washington and Reliance Standard Life Insurance Company doing business as Custom Disability Solutions, as Managing Agent (“Managing Agent”) for each of the parti |
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| May 3, 2013 |
Symetra Life Insurance Company | Sales Agreement For Fixed Products Exhibit 10.2 ANNUITY TERMS AND CONDITIONS Terms Unless pre-approved by Company, Purchase Payments are limited to a maximum of $1 million, per product and per Contract owner, in any one Contract or combination of Contracts within a 12 month period. A Contract with joint owners is considered to have only one Contract owner for purposes of this provision. Company reserves the right to decline any Pur |
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| May 3, 2013 |
EX-10.4 5 d531138dex104.htm EX-10.4 Exhibit 10.4 Performance Unit Award Agreement Pursuant to the Symetra Financial Corporation Equity Plan 2013-2015 Grant THIS PERFORMANCE UNIT AWARD AGREEMENT (this “Agreement”) is made, effective as of the 5th day of March, 2013 (the “Grant Date”), between Symetra Financial Corporation (the “Company”) and (the “Participant”). WHEREAS, pursuant to the Symetra Fin |
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| May 3, 2013 |
Exhibit 10.7 Amendment to 2011-2013 and 2012-2014 Restricted Stock Agreement Pursuant to the Symetra Financial Corporation Equity Plan Symetra Financial Corporation and the undersigned Participant are parties to a Restricted Stock Agreement (?Agreement?) issued to Participant pursuant to the Symetra Financial Corporation Equity Plan. The parties hereto agree to amend the Agreement as follows: Notw |
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| April 24, 2013 |
SYMETRA REPORTS FIRST QUARTER 2013 RESULTS EX-99.1 Exhibit 99.1 Investor Relations Contact: Jim Pirak (425) 256-8284 [email protected] Media Relations Contact: Diana McSweeney (425) 256-6167 [email protected] SYMETRA REPORTS FIRST QUARTER 2013 RESULTS First Quarter Summary • Adjusted operating income1 was $50.4 million, or $0.37 per diluted share, compared with $59.3 million, or $0.43 per diluted share, in first quarter 2012; |
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| April 24, 2013 |
EX-99.2 Exhibit 99.2 April 24, 2013 FIRST QUARTER 2013 Symetra Financial Corporation (SYA) Financial Supplement All financial information in this document is unaudited Symetra Financial Corporation Financial Supplement Table of Contents March 31, 2013 Page Financial Highlights 1 Consolidated Results Consolidated Income Statement Data 2 Consolidated Balance Sheet Data 3 Segment Income Statement Dat |
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| April 24, 2013 |
Financial Statements and Exhibits, Results of Operations and Financial Condition - FORM 8-K Form 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): April 24, 2013 SYMETRA FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction of incorporatio |
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| March 22, 2013 |
SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. |
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| March 22, 2013 |
Definitive Proxy Statement Table of Contents SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. |
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| March 8, 2013 |
SYMETRA FINANCIAL CORPORATION EXECUTIVE SEVERANCE PAY PLAN EFFECTIVE MARCH 5, 2013 EX-10.01 Exhibit 10.01 SYMETRA FINANCIAL CORPORATION EXECUTIVE SEVERANCE PAY PLAN EFFECTIVE MARCH 5, 2013 SYMETRA FINANCIAL CORPORATION EXECUTIVE SEVERANCE PAY PLAN PREAMBLE 1 ARTICLE 1 DEFINITIONS 2 1.1 Affiliate 2 1.2 Base Pay 2 1.3 Beneficiary 2 1.4 Cause 3 1.5 Code 3 1.6 Company 3 1.7 Compensation Committee 3 1.8 Constructive Termination 3 1.9 Effective Date 4 1.10 Eligible Employee 4 1.11 Exe |
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| March 8, 2013 |
SYMETRA FINANCIAL CORPORATION SENIOR EXECUTIVE CHANGE IN CONTROL PLAN EFFECTIVE MARCH 5, 2013 EX-10.02 Exhibit 10.02 SYMETRA FINANCIAL CORPORATION SENIOR EXECUTIVE CHANGE IN CONTROL PLAN EFFECTIVE MARCH 5, 2013 SYMETRA FINANCIAL CORPORATION SENIOR EXECUTIVE CHANGE IN CONTROL PLAN TABLE OF CONTENTS PAGE PREAMBLE 1 ARTICLE 1. DEFINITIONS 2 1.1 Affiliate 2 1.2 Base Pay 2 1.3 Beneficiary 2 1.4 Cause 2 1.5 Change in Control 3 1.6 Code 3 1.7 Company 3 1.8 Compensation Committee 3 1.9 Constructiv |
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| March 8, 2013 |
FORM 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): March 5, 2013 SYMETRA FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction of incorporation |
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| March 8, 2013 |
AMENDMENT TO THE SYMETRA FINANCIAL CORPORATION ANNUAL INCENTIVE BONUS PLAN EX-10.03 Exhibit 10.03 AMENDMENT TO THE SYMETRA FINANCIAL CORPORATION ANNUAL INCENTIVE BONUS PLAN Pursuant to Section 8.3 thereof, the Symetra Financial Corporation Annual Incentive Bonus Plan is amended effective March 5, 2013, as follows: 1. Section 6.4 is amended in its entirety to read as follows: 6.4 Right to Incentive Bonus. To ensure that the Company achieves the purposes and receives the b |
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| February 26, 2013 |
EX-24.1 Exhibit 24.1 POWER OF ATTORNEY The undersigned director of Symetra Financial Corporation, a Delaware corporation, does hereby make, constitute and appoint Margaret A. Meister and David S. Goldstein, or each of them, as true and lawful attorneys-in-fact and agents of the undersigned, with full power and authority to execute in such director’s name, and on behalf of Symetra Financial Corpora |
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| February 26, 2013 |
Exhibit 4.4 SYMETRA FINANCIAL CORPORATION (formerly Occum Acquisition Corp.) Warrant Certificate Certificate No.: W-21 Date:01/25/2012 Warrant Holder: SYA Insurance Holdings (NL) B.V. Warrant Shares: 9,487,872 This Certificate is issued to the Warrant Holder and for the number of Warrant Shares identified above, pursuant to: X Assignment of prior Warrant Holder: WM Alameda (Gibraltar) Limited Othe |
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| February 26, 2013 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-K 10-K Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| February 26, 2013 |
EX-10.45 Exhibit 10.45 August 11, 2012 Craig R. Raymond 11 Cranberry Lane Hingham, MA 02043 Dear Craig: We are very excited at the prospect of you accepting our offer as Senior Vice President, and Chief Strategy Officer of Symetra Life Insurance Company. With your experience and track record, we look forward to having you join our team. In this position, you will report directly to Tom Marra, CEO. |
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| February 26, 2013 |
Exhibit 10.46 Thomas M. Marra August 30, 2010 President and Chief Executive Officer Daniel R. Guilbert 2524 Saddlebrook Drive Naperville, IL 60564 Dear Dan: We are very excited at the prospect of your accepting our offer as Executive Vice President of Retirement Services for Symetra Life Insurance Company. With your experience, track record and drive for results, we look forward to your joining ou |
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| February 13, 2013 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G (Rule 13d-102) INFORMATION TO BE INCLUDED IN STATEMENTS FILED PURSUANT TO RULES 13d-1(b) (c), AND (d) AND AMENDMENTS THERETO FILED PURSUANT TO RULE 13d-2(b) (Amendment No. 1)* SYMETRA FINANCIAL CORP. (Name of Issuer) Common Stock (Title of Class of Securities) 87151Q106 (CUSIP Number) December 31, 2012 (Date of Ev |
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| February 12, 2013 |
Securities and Exchange Commission Washington, D.C. 20549 Schedule 13G Under the Securities Exchange Act of 1934 (Amendment No. 0)* December 31, 2012 (Date of event which requires filing of this statement) Check the appropriate box to designate the rule pursuant to which this schedule is filed: (X) Rule 13d-1(b) ( ) Rule 13d-1(c) ( ) Rule 13d-1(d) Name of Issuer: Symetra Financial Corporation Titl |
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| February 11, 2013 |
SYA / Symetra Financial Corporation / PRUDENTIAL FINANCIAL INC Passive Investment DOCUMENT TYPE SC 13G/A TEXT SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 SCHEDULE 13G Under the Securities Exchange Act of 1934 Amendment # 2 Name of Issuer: Symetra Financial Corp Title of Class of Securities: Common Stock CUSIP Number: 87151Q106 1) NAME AND I.R.S. IDENTIFICATION NO. OF REPORTING PERSON Prudential Financial, Inc. 22-3703799 2.) MEMBER OF A GROUP: (a) N/A (b) N/A 3) S |
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| February 5, 2013 |
Slide Presentation of Fourth Quarter And Full Year Ended December 31, 2012 February 5, 2013 Fourth Quarter 2012 Review and 2013 Outlook Exhibit 99. |
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| February 5, 2013 |
Regulation FD Disclosure, Financial Statements and Exhibits - FORM 8-K Form 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): February 5, 2013 SYMETRA FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction of incorporat |
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| February 4, 2013 |
Financial Statements and Exhibits, Results of Operations and Financial Condition, Other Events UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): February 4, 2013 SYMETRA FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction of incorporation) (Com |
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| February 4, 2013 |
Symetra Financial Corporation Financial Supplement Table of Contents December 31, 2012 Quarterly Financial Supplement Exhibit 99.2 February 4, 2013 FOURTH QUARTER 2012 Symetra Financial Corporation (SYA) Financial Supplement All financial information in this document is unaudited Symetra Financial Corporation Financial Supplement Table of Contents December 31, 2012 Note: Historical data has been restated to reflect Symetra’s retrospective adoption of a new accounting standard for de |
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| February 4, 2013 |
Press Release Exhibit 99.1 Investor Relations Contact: Jim Pirak (425) 256-8284 [email protected] Media Relations Contact: Diana McSweeney (425) 256-6167 [email protected] SYMETRA REPORTS FOURTH QUARTER, FULL-YEAR 2012 RESULTS Board of Directors Authorizes Stock Repurchase Program for Up to 10 Million Shares Fourth Quarter Summary • Adjusted operating income1 was $32.9 million, or $0 |
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| December 31, 2012 |
begin 644 filename1.pdf M)5!$1BTQ+C4-)>+CS],-"C0R(#`@;V)J#3P\+TQI;F5AF4@-34O5'EP92]84F5F+U=;,2`R(#%=/CYS=')E86T-"FC>8F)D$&!@ M8F#R`A(,4X`$XPT@P1(()-@K@,2GIPQ,C`P[0;(,C.C$?\99?P`"#`#4]`?D M#0IE;F1S=')E86T-96YD;V)J#7-T87)T>')E9@T*,`T*)25%3T8-"B`@("`@ M("`@#0HU-"`P(&]B:@T\/"]#(#8Y+T9I;'1E8F!@8&%@8(IF``*>PPRH@)$! M),O1@"S&`L4,##<8N!DXGP>P+(`JE5L,H9E2D!4;O(6(,C(`!!@`0&(&V0T* M96YD7!E+U!A9V4^/@UE;F1O8FH |
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| December 27, 2012 |
December 27, 2012 Via E-mail Ms. Margaret A. Meister Executive Vice President and Chief Financial Officer Symetra Financial Corporation 777 108th Avenue NE, Suite 1200 Bellevue, WA 98004 Re: Symetra Financial Corporation Form 10-K for the Fiscal Year Ended December 31, 2011 Filed February 29, 2012 File No. 001-33808 Dear Ms. Meister: We have completed our review of your filing. We remind you that |
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| December 17, 2012 |
Symetra Financial Corporation 777 108th Avenue NE, Suite 1200 Bellevue, WA 98004-5135 Mailing Address: PO Box 34690 Seattle, WA 98124-1690 Phone 1. |
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| December 6, 2012 |
December 6, 2012 Via E-mail Ms. Margaret A. Meister Executive Vice President and Chief Financial Officer Symetra Financial Corporation 777 108th Avenue NE, Suite 1200 Bellevue, WA 98004 Re: Symetra Financial Corporation Form 10-K for the Fiscal Year Ended December 31, 2011 Filed February 29, 2012 File No. 001-33808 Dear Ms. Meister We have reviewed your filing and have the following comments. In o |
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| November 7, 2012 |
AMENDMENT NO. 3 TO MASTER SERVICES AGREEMENT Portions marked [***] have been omitted pursuant to a Confidential Treatment Request by Symetra Financial Corporation, this information has been filed separately with the Securities and Exchange Commission. |
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| November 7, 2012 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q Form 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| November 7, 2012 |
Amendment dated July 2, 2012 and September 1, 2012 Portions marked [***] have been omitted pursuant to a Confidential Treatment Request by Symetra Financial Corporation, this information has been filed separately with the Securities and Exchange Commission. |
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| October 26, 2012 |
begin 644 filename1.pdf M)5!$1BTQ+C4-)>+CS],-"C4R(#`@;V)J#3P\+TQI;F5A08`X#B?F"6!4@UCD0:S5(U@A$",-T,#$"B9')E9@T* M,`T*)25%3T8-"B`@("`@("`@("`@#0HW,2`P(&]B:@T\/"]#(#%LP+C`@,"XP(#8Q,BXP(#%LP+C`@ M,"XP(#8Q,BXP(#3*>3K,E71$OG M?/=X>4FOFV5>MH0SH>DT>J4%^M-2[06]$/>F2X29NALFZT;DD@ZJ\IV,JE^ M/5PH9=%&!&,,$SRB=9;MBNW+NT6QRQMRF\D=]4N*]^C[3;;Y10MSH#ZK.+ M2;5=?5F@?=[6>;O<\+HO,UWWPA/-%V\ M/.7H"Y#KXJFM:OJ]KT0J78Z1+ |
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| October 24, 2012 |
SYMETRA REPORTS THIRD QUARTER 2012 RESULTS Press Release Exhibit 99.1 Investor Relations Contact: Jim Pirak (425) 256-8284 [email protected] Media Relations Contact: Diana McSweeney (425) 256-6167 [email protected] SYMETRA REPORTS THIRD QUARTER 2012 RESULTS Third Quarter Summary • Adjusted operating income1 was $45.9 million, compared with $46.9 million in third quarter 2011. Grow & Diversify investments lowered adjusted oper |
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| October 24, 2012 |
Symetra Financial Corporation Financial Supplement Table of Contents September 30, 2012 Quarterly Financial Supplement Exhibit 99.2 October 24, 2012 THIRD QUARTER 2012 Symetra Financial Corporation (SYA) Financial Supplement All financial information in this document is unaudited Symetra Financial Corporation Financial Supplement Table of Contents September 30, 2012 Note: Historical data has been restated to reflect Symetra’s retrospective adoption of a new accounting standard for de |
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| October 24, 2012 |
Financial Statements and Exhibits, Results of Operations and Financial Condition UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): October 24, 2012 SYMETRA FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction of incorporation) (Com |
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| August 9, 2012 |
AMENDMENT NUMBER 1 TO THE INVESTMENT MANAGEMENT AGREEMENT Amendment No. 1 to Investment Management Agreement Exhibit 10.1 AMENDMENT NUMBER 1 TO THE INVESTMENT MANAGEMENT AGREEMENT This AMENDMENT Number 1, dated as of April 1, 2012, to the Investment Management Agreement (“Agreement) dated as of June 1, 2011 originally made by and among WHITE MOUNTAINS ADVISORS LLC, a Delaware limited liability company (the “Adviser”), and SYMETRA FINANCIAL CORPORATION, a |
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| August 9, 2012 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q Form 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| July 25, 2012 |
Symetra Financial Corporation Financial Supplement Table of Contents June 30, 2012 Quarterly Financial Supplement for the Quarter Ended June 30, 2012 Exhibit 99.2 July 25, 2012 SECOND QUARTER 2012 Symetra Financial Corporation (SYA) Financial Supplement All financial information in this document is unaudited Symetra Financial Corporation Financial Supplement Table of Contents June 30, 2012 Note: Historical data has been restated to reflect Symetra's retrospective adoption of a n |
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| July 25, 2012 |
SYMETRA REPORTS SECOND QUARTER 2012 RESULTS Press Release Exhibit 99.1 Investor Relations Contact: Jim Pirak (425) 256-8284 [email protected] Media Relations Contact: Diana McSweeney (425) 256-6167 [email protected] SYMETRA REPORTS SECOND QUARTER 2012 RESULTS Second Quarter Summary • Adjusted operating income1 was $47.2 million, compared with $48.5 million in second quarter 2011. Higher expenses contributed to the slight decli |
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| July 25, 2012 |
Financial Statements and Exhibits, Results of Operations and Financial Condition - FORM 8-K Form 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): July 25, 2012 SYMETRA FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction of incorporation |
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| July 10, 2012 |
Dated: June 29, 2012 /s/ Jonathan E. Curley Jonathan E. Curley EX-10.1 Exhibit 10.1 June 26, 2012 Jonathan E. Curley Re: Your Separation From Symetra Life Insurance Company Dear Jon: As we have discussed, your employment with Symetra Life Insurance Company (“Symetra”) will end on July 31, 2012. This Separation Agreement and General Release (“Agreement”) is intended to clearly explain the terms related to the end of your employment with Symetra. By signing and |
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| July 10, 2012 |
Symetra Financial Corporation (Form: 8-K/A) UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. |
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| June 27, 2012 |
EX-99 2 sym613ex.txt EX-99.1 EXHIBIT 99.1 [Symetra Financial Corp. logo] News Release Investor Relations Contact: Media Relations Contact: Jim Pirak Diana McSweeney Symetra Symetra (425) 256-8284 (425) 256-6167 [email protected] [email protected] Symetra Announces Management Change in Life Division BELLEVUE, Wash. - (June 27, 2012) - Symetra Financial Corporation (NYSE: SYA) today an |
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| June 27, 2012 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of Earliest Event Reported): June 27, 2012 Symetra Financial Corporation (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction (Commission (I.R.S. Emplo |
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| May 14, 2012 |
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| May 9, 2012 |
Submission of Matters to a Vote of Security Holders Symetra Financial Corporation (Form: 8-K) UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D. |
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| May 7, 2012 |
Portions marked [***] have been omitted pursuant to a Confidential Treatment Request by Symetra Financial Corporation, this information has been filed separately with the Securities and Exchange Commission. |
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| May 7, 2012 |
UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q Form 10-Q Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D. |
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| May 7, 2012 |
EX-10.1 2 d338591dex101.htm FORM OF PERFORMANCE AWARD AGREEMENT Exhibit 10.1 Performance Unit Award Agreement Pursuant to the Symetra Financial Corporation Equity Plan 2012-2014 Grant THIS PERFORMANCE UNIT AWARD AGREEMENT (this “Agreement”) is made, effective as of the 28th day of February, 2012 (the “Grant Date”), between Symetra Financial Corporation (the “Company”) and (the “Participant”). WHER |
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| April 25, 2012 |
Financial Statements and Exhibits, Results of Operations and Financial Condition - FORM 8-K Form 8-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of report (Date of earliest event reported): April 25, 2012 SYMETRA FINANCIAL CORPORATION (Exact name of registrant as specified in its charter) Delaware 001-33808 20-0978027 (State or other jurisdiction of incorporatio |
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| April 25, 2012 |
SYMETRA REPORTS FIRST QUARTER 2012 RESULTS Exhibit 99.1 Investor Relations Contact: Jim Pirak (425) 256-8284 [email protected] Media Relations Contact: Diana McSweeney (425) 256-6167 [email protected] SYMETRA REPORTS FIRST QUARTER 2012 RESULTS First Quarter Summary • Adjusted operating income increased 36% over first quarter 2011 levels. • Net income was up 41% year over year, including a $10.3 million pretax increase in net |
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| April 25, 2012 |
Symetra Financial Corporation Financial Supplement Table of Contents March 31, 2012 EX-99.2 3 d339534dex992.htm QUARTERLY FINANCIAL SUPPLEMENT FOR THE QUARTER ENDED MARCH 31, 2012. Exhibit 99.2 April 25, 2012 FIRST QUARTER 2012 Symetra Financial Corporation (SYA) Financial Supplement All financial information in this document is unaudited Symetra Financial Corporation Financial Supplement Table of Contents March 31, 2012 Note: Historical data has been restated to reflect Symetra’ |
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| March 23, 2012 |
- DEFINITIVE ADDITIONAL MATERIALS Definitive Additional Materials SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. |
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| March 23, 2012 |
Definitive Proxy Statement Table of Contents SCHEDULE 14A INFORMATION Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934 (Amendment No. |
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| March 15, 2012 |
begin 644 filename1.pdf M)5!$1BTQ+C4-)>+CS],-"C0Q(#`@;V)J#3P\+TQI;F5AF4@-30O5'EP92]84F5F+U=;,2`R(#%=/CYS=')E86T-"FC>8F)D$&!@ M8F#R`A(,4X`$XPT@P1(%)-A3@,2G#PQ,C`P[0+(,C.C$?\;9?P`"#`#4T0?D M#0IE;F1S=')E86T-96YD;V)J#7-T87)T>')E9@T*,`T*)25%3T8-"B`@("`@ M("`@#0HU,R`P(&]B:@T\/"]#(#8Y+T9I;'1E8F!@8&%@8(IF``*>'0RH@)$! M),O1@"S&`L4,##<8N!FXN-U8%D"5RO5":*8X9,5&AA!11AV```,`#%P%/PT* M96YD7!E+U!A9V4^/@UE;F1O8FH |
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| February 29, 2012 |
Symetra Financial Corporation Equity Plan Symetra Financial Equity Plan Exhibit 10.29 Amended and Restated November 8, 2011 Symetra Financial Corporation Equity Plan 1. PURPOSE The purpose of the Symetra Financial Corporation Equity Plan (the “Plan”) is to advance the interests of Symetra Financial Corporation (the “Company”) and its stockholders by providing long-term incentives to certain employees, directors and consultants of the Comp |
