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Form 5500 · Retirement plan · SYRACUSE, NY

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY

The filing calls this plan EQUITABLE RETIREMENT PLAN.

EQUITABLE FINANCIAL LIFE INSURANCE COMPANY of SYRACUSE, NY's retirement plan holds 1 insurance-company contract (annuities or guaranteed-interest accounts), disclosed on Schedule A of its Form 5500. These are investment and funding contracts, not group health or welfare coverage. No medical, dental or life benefit is reported on this filing.

Agent of record (Schedule A)
Not disclosed
Insurance company
EQUITABLE FINANCIAL LIFE INSURANCE COMPANY
Contract year ends
Decemberas filed for plan year 2024

Sourced from U.S. DOL EFAST2 Form 5500 · EIN 13-5570651 · plan 011 · plan year 2024, filed Oct 10, 2025

Participants at the start of the year
14,958
Contracts on file
1
Contract value
$39,583,404
Plan year end
December

Plan brief

Schedule A lists 1 insurance contract held by the plan — an annuity, a guaranteed-interest account or a similar funding vehicle, with EQUITABLE FINANCIAL LIFE INSURANCE COMPANY.

The contracts held $39,583,404 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

CarrierContract typeCoveredYear endsContract valueCommission
EQUITABLE FINANCIAL LIFE INSURANCE COMPANYAnnuity / GIC—December$39,583,404$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.

See the filing at the Department of Labor

Administrator and service providers

MORGAN STANLEY
Named on Schedule C · EIN 06-9387141
$3,727,595
paid directly by the plan
MILLIMAN, INC
Named on Schedule C · EIN 91-0675641
$1,217,027
paid directly by the plan
EQUITABLE
Named on Schedule C · EIN 13-5570651
$175,183
paid directly by the plan
PRICEWATERHOUSECOOPERS, LLP
Accounting and audit · EIN 13-4008324
$125,000
paid directly by the plan
KILPATRICK TOWNSEND LLP
Named on Schedule C · EIN 58-0511774
$57,528
paid directly by the plan
ALIGHT SOLUTIONS
Named on Schedule C · EIN 82-1061233
$32,141
paid directly by the plan

Named on Schedule C of this filing. We publish company names only.

What the plan holds

Plan assets at year end
$1,721,607,579
Paid out in benefits
$139,102,736
Participants at the start of the year
14,958

Sourced from U.S. DOL EFAST2 Form 5500 · Schedule H

Who runs the plan

Independent accountantEIN 13-4008324
PRICEWATERHOUSECOOPERS LLP
Accountant's opinion (Schedule H, line 3a)
Unmodified
Audit fee
$125,000

From Schedule H of this filing.

Other plans filed by this employer

Equitable Health PlanInsured benefit plan · 31 Schedule A contractsRenews ~Jan 1Equitable Group Life Insurance PlanInsured benefit plan · 7 Schedule A contractsRenews ~Jan 1Equitable Long Term Disability PlanInsured benefit plan · 2 Schedule A contractsRenews ~Jan 1Equitable Retiree Health PlanInsured benefit plan · 18 Schedule A contractsRenews ~Jan 1plan 521Insured benefit plan · 1 Schedule A contractRenews ~Sep 1The Equitable 401(K) PlanRetirement plan · 11 Schedule A contractsEquitable Severance Benefit PlanForm 5500 filing · no insured Schedule A contractsplan 511Form 5500 filing · no insured Schedule A contractsPooled Sa03Form 5500 filing · no insured Schedule A contractsPooled Sa04Form 5500 filing · no insured Schedule A contractsPooled Sa010Form 5500 filing · no insured Schedule A contractsPooled Sa01Form 5500 filing · no insured Schedule A contractsPooled Sa047Form 5500 filing · no insured Schedule A contractsPooled Sa065Form 5500 filing · no insured Schedule A contracts

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