Form 5500 · Retirement plan · SYRACUSE, NY
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY
The filing calls this plan THE EQUITABLE 401(K) PLAN.
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY of SYRACUSE, NY files a Form 5500 for its retirement plan. Schedule A discloses 11 annuity or guaranteed-interest contracts held by the plan, written by AMERICAN GENERAL LIFE INSURANCE COMPANY and 10 other insurers. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.
Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-5570651 · plan 005 · plan year 2024, filed Oct 14, 2025
Plan brief
Schedule A lists 11 insurance contracts held by the plan — annuities, guaranteed-interest accounts or similar funding vehicles. The largest number are with AMERICAN GENERAL LIFE INSURANCE COMPANY.
The contracts held $1,180,841,292 at the end of the plan year, as reported on Schedule A.
The filing discloses no agent commission on these contracts.
A Schedule A is filed for a retirement plan when plan assets sit in an insurance company contract. It reports the contract's balances and any agent commission. It does not report a health, dental or life premium, and it does not give a group renewal date.
The contract year ended in December.
Schedule A insurance contracts
| Carrier | Contract type | Covered | Year ends | Contract value | Commission |
|---|---|---|---|---|---|
| AMERICAN GENERAL LIFE INSURANCE COMPANY | Annuity / GIC | 4,390 | December | $37,942,028 | $0 |
| EQUITABLE FINANCIAL LIFE INSURANCE COMPANY OF AMERICA | Annuity / GIC | 0 | December | $848,285,787 | $0 |
| JP MORGAN CHASE BANK, N.A. | Annuity / GIC | 4,390 | December | $56,413,572 | $0 |
| MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY | Annuity / GIC | 4,390 | December | $19,803,846 | $0 |
| METROPOLITAN TOWER LIFE INSURANCE COMPANY | Annuity / GIC | 4,390 | December | $27,933,631 | $0 |
| NATIONWIDE LIFE INSURANCE COMPANY | Annuity / GIC | 4,390 | December | $40,477,659 | $0 |
| PACIFIC LIFE INSURANCE COMPANY | Annuity / GIC | 4,390 | December | $26,823,164 | $0 |
| PRUDENTIAL INSURANCE COMPANY OF AMERICA | Annuity / GIC | 4,390 | December | $49,501,863 | $0 |
| STATE STREET BANK & TRUST COMPANY | Annuity / GIC | 4,390 | December | $28,412,963 | $0 |
| THE LINCOLN NATIONAL LIFE INSURANCE COMPANY | Annuity / GIC | 0 | December | — | $0 |
| TRANSAMERICA LIFE INSURANCE COMPANY | Annuity / GIC | 4,390 | December | $45,246,779 | $0 |
Covered = persons covered at policy year end, as filed on Schedule A for that policy — often certificates or one class, not the whole plan. Premium = the filing’s own premium/charges figure; “—” means not credibly reported.
Administrator and service providers
Named on Schedule C of this filing. We publish company names only.
What the plan holds
Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H
Who runs the plan
From Schedule H of this filing.
We can name the recordkeeper and the auditor for large plans, the ones that file a Schedule C or a Schedule H. Smaller plans do not have to report either, so for most 401(k) plans in the country that information is not public anywhere.
Other plans filed by this employer
More employer plans in New York — largest plans, brokers, carriers and renewal months.