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 NO. 2 TO
MASTER SERVICES AGREEMENT
     This Amendment No. 2 (this “Amendment”) to the Master Services Agreement
dated August 1, 2009 (the “Agreement”) is hereby entered into as of December 17,
2010 and effective August 31, 2010 by and between Symetra Life Insurance
Company, a Washington corporation (including its successors and permitted
assigns, “Symetra”), and Affiliated Computer Services, Inc., a Delaware
corporation (including its successors and permitted assigns, “ACS”). Capitalized
terms not otherwise defined herein shall have the meaning ascribed to them in
the Agreement.
     NOW THEREFORE, in consideration of the representations, warranties,
promises and covenants contained herein, and other good and valuable
consideration, the receipt, sufficiency and adequacy of which are hereby
acknowledged, the Parties, intending to be legally bound, agree to the foregoing
and as follows:
1. Amendment to Schedule 3, Section 7.1.5. Section 7.1.5 is replaced with the
following:
7.1.5 Project Services. Project Services are charged on a monthly basis in the
fixed dollar amount set forth in Appendix 3.1 for Services that span all Service
Towers. Project Services shall mean work requested by Symetra so long as:
(a) the request is for a discrete unit of non-recurring work that requires
start-up, planning and execution; (b) the work is not required for ACS to meet
other obligations under the Agreement; and (c) the work is not required to meet
SLAs (which work ACS shall perform without incremental cost to Symetra).
If Symetra authorizes an increase in the project Services per month, the rate
for such additional Services shall be provided based on the rates set forth in
Schedule 4 or, for Third-Party charges, as agreed to by Symetra. If Symetra
exceeds the monthly project Services amount available in a given month, the
excess amount will be charged using the rates set forth in Schedule 4 or, for
Third-Party charges, as agreed to by Symetra. If Symetra does not fully utilize
the fixed dollar amount available in a given month, the balance of the unused
dollar amount available for that month shall carry forward month-over-month. The
dollar amount shall accumulate and aggregate and be usable for a twelve
(12) month period from the date that amount accrued, after which time such
dollar amount for that corresponding month shall expire.
ACS shall provide Symetra with an additional [***] per month of project Services
at no cost to Symetra during Contract Years 1 and 2. For Contract Year 2, the
[***] per month will accrue and not expire in accordance with the methodology in
this Section 7.1.5 of Schedule 3 of the Agreement and Symetra may hold those
values for use at any time during the contract term.

 

--------------------------------------------------------------------------------

 

2. Amendment to Schedule 3, Section 7.6.4. Section 7.6.4 is replaced with the
following:
7.6.4 Doc1 e2Vault Archive/iProof. Pricing is on a per-image basis. The overall
scope of work included in the price is comprised of the following:

  •   The Bowne hardware and software licenses specifically used to create the
input file. This does not include ACS hardware or software or any hardware or
software used for other Bowne solutions priced elsewhere (i.e. only items
specific to this process);     •   The creation of the input file for ingestion
into e2Vault application;     •   Software support for e2Vault (iProof module,
Archive module, and Render module);     •   Software licenses for e2Vault;     •
  Software upgrades required to maintain currency (n-2). This does not include
upgrades requested by Symetra to implement new functionality, such upgrades will
be assessed separately to determine any cost impacts to Symetra; and     •  
Monthly reporting for this process.

In the event that Bowne elects to move from Doc1 e2Vault Archive to another
image archive solution, Symetra will have the option to renegotiate the then
current rate schedule as shown in Appendix 3.1. In addition, ACS agrees to
renegotiate the baseline unit rate if over a three (3) consecutive month period,
the units billed are greater than [***].
In the event that a new software version requires functionality beyond the
current scope of Section 7.6.4, Symetra and ACS will negotiate the terms of the
additional services.
3. Section 7.7.13 is added to the Agreement.
7.7.13 ePresentment Credit. ACS will provide Symetra with an ePresentment credit
of [***]to be used for project management within the ePresentment project. If
Symetra uses a web based electronic delivery solution not offered by ACS, such
credit will no longer apply. This credit is valid between January 1, 2011 and
December 31, 2011.
[Signature Page Follows]

-2-

--------------------------------------------------------------------------------

 

          IN WITNESS WHEREOF, the parties have executed this Amendment No. 2 as
of the date and year first above written.
SYMETRA LIFE INSURANCE COMPANY

         
By:
  /s/ Troy Olson-Blair    
 
        Title: VP, CIO     Date: 12-17-2010    
 
        AFFILIATED COMPUTER SERVICES, INC.    
 
       
By:
  /s/ Derrick Brown    
 
        Title: SBU Executive     Date: December 16, 2010    

-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.

     
Pricing Appendix
  The data in this document is Confidential and Proprietary Information
Table of Contents
  Pricing Workbook Table of Contents

      Worksheet Title / Hyperlink   Description
Template Instructions
   
Instructions & Setup Sheet
  READ FIRST—Instructions for Setting up and Completing Pricing Workbook
Pricing Summary Sheets
   
Pricing Summary - 5 Year Rollup
  Summary of Five-Year pricing across all Service Areas
Monthly Charges
   
Data Center
  Pricing for Data Center Services
Distributed Computing
  Pricing for Distributed Computing Services
Data Network
  Pricing for Data Network Services
Help Desk
  Pricing for Help Desk Services
Voice Communications
  Pricing for Voice Communications Services
Output Processing
  Pricing for Output Processing Services
Content Management
  Pricing for Content Management Services
Disaster Recovery
  Worksheet for Itemizing Disaster Recovery Charges for Each Tier of Service
Other Costs
   
Migration (Transition) Fees
  Worksheet for itemizing transition (migration) fees for any major change in
the ways that services will be delivered
Termination Fees
  Worksheet for itemizing Termination Fees for new services only in each Service
Area.
Vendor Pricing Assumptions
   
Pricing Assumptions
  Worksheet to itemize all assumptions upon which its pricing is dependent
Other Worksheets
   
Optional Pricing Scenarios
  Worksheet to price alternate solutions to reduce price

 

--------------------------------------------------------------------------------

 

     
Confidential and Proprietary
  Summary — 5 Year Rollup Pricing

SUMMARY—FIVE-YEAR ROLL-UP
Click links for

                   
Service Recipient:
  Symetra                TOC page Pricing Assumptions
Vendor Name:
  ACS    

TOTAL ANNUAL SERVICE FEES

                                                                  Service /
Description   Year 1   Year 2   Year 3   Year 4   Year 5   Year 6 Optional  
Year 7 Optional   Total
Data Center
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]  
Distributed Computing
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]  
Data Network
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]  
Help Desk
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]  
Voice Communications
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]  
Output Processing
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]  
Content Management
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]  
ANNUAL TOTAL FEES
  $ 11,414,520     $ 10,579,644     $ 10,620,036     $ 10,757,196     $
10,924,716     $ 10,924,716     $ 10,924,716     $ 76,145,544  

TOTAL ANNUAL FEES

                                                                  Service /
Description   Year 1   Year 2   Year 3   Year 4   Year 5   Year 6 Optional  
Year 7 Optional   Total
Data Center
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]  
Distributed Computing
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]  
Data Network
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]  
Help Desk
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]  
Voice Communications
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]  
Output Processing
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]  
Content Management
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]  
ANNUAL TOTAL FEES
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]  

EARLY TERMINATION FEES

                                         
Early Termination Fees — Data Center
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Early Termination Fees — Distributed Computing
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Early Termination Fees — Data Network
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Early Termination Fees — Help Desk
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Early Termination Fees — Voice Communications
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Early Termination Fees — Output Processing
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Early Termination Fees — Content Management
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
TOTAL TERMINATION FEES
  $ 4,728,377     $ 4,161,873     $ 3,247,766     $ 2,841,432     $ 2,515,901  

     
NOTE: Early termination fees apply only to termination for convenience
  Termination Fees Details

YEAR 1 ONE-TIME MIGRATION (TRANSITION) COSTS

         
Data Center
  $ [***]  
Distributed Computing
  $ [***]  
Data Network
  $ [***]  
Help Desk
  $ [***]  
Voice Communications
  $ [***]  
Output Processing
  $ [***]  
Content Management
  $ [***]  
TOTAL MIGRATION (TRANSITION) FEES
  $ [***]  

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.

Page 2 of 19

--------------------------------------------------------------------------------

 

     

     
Confidential and Proprietary
  Pricing for Data Center

Data Center
Symetra
ACS

              Click links for

 
      Pricing
 
  TOC page   Assumptions
 
       

                                                                               
                                                                               
                                                                               
                                                                      Year 6  
Year 7             Year 1   Year 2   Year 3   Year 4   Year 5   Optional  
Optional             Price   Price   Price   Price   Price   Price   Price    
Vendor Provided Services   Resource   Per Month   Per Month   Per Month   Per
Month   Per Month   Per Month   Per Month         Unit of   Baseline   Monthly  
Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline
  Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly  
Monthly   Baseline   Monthly   Monthly     Resource Unit Category   Measure  
Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit
Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total  
Quantity   Unit Price   Total   Quantity   Unit Price   Total  
Description/Comments
Management Services (including fees associated with Schedule 1)
  Fixed     [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]       [***]       [***]       [***]       [***]  
    [***]       [***]          
Mainframe
        [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]  
  $ [***]       [***]                       [***]                       [***]  
       
Mainframe Services (Dedicated system)
  MIPs     [***]     $ [***]       [***]       [***]     $ [***]       [***]    
  [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]
    $ [***]       [***]       [***]     $ [***]       [***]       [***]     $
[***]       [***]          
Servers
        [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]  
  $ [***]       [***]                       [***]                       [***]  
       
Physical Standard Server
  Qty of Servers     [***]     $ [***]       [***]       [***]     $ [***]      
[***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]          
Physical Large Server
  Qty of Servers     [***]     $ [***]       [***]       [***]     $ [***]      
[***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]     Y2 represents VM Ware host refresh to increase
memory to support V Sphere Software License
Virtual Host Servers
  Qty of Servers     [***]     $ [***]       [***]       [***]     $ [***]      
[***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]          
Virtual Server OS Instances
  Qty of OS Instances     [***]     $ [***]       [***]       [***]     $ [***]
      [***]       [***]     $ [***]       [***]       [***]     $ [***]      
[***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]          
Remote Servers
  Qty of Servers     [***]     $ [***]       [***]       [***]     $ [***]      
[***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]          
Database Services
        [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]  
  $ [***]       [***]                       [***]                       [***]  
       
Mainframe
  Qty of Instances (Prod, QUA and Dev)     [***]     $ [***]       [***]      
[***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]  
  $ [***]       [***]       [***]     $ [***]       [***]       [***]     $
[***]       [***]       [***]     $ [***]       [***]          
Servers
  Qty of Instances (Prod, QUA and Dev)     [***]     $ [***]       [***]      
[***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]  
  $ [***]       [***]       [***]     $ [***]       [***]       [***]     $
[***]       [***]       [***]     $ [***]       [***]          
Storage
        [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]  
  $ [***]       [***]                       [***]                       [***]  
       
Storage Services TIER 1 (All in price to include hardware, software, services
and tape backup)
  Qty of GB     [***]     $ [***]       [***]       [***]     $ [***]      
[***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]          
Storage Services TIER 2 (All in price to include hardware, software, services
and tape backup)
  Qty of GB     [***]     $ [***]       [***]       [***]     $ [***]      
[***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]          
Storage Services TIER 3 (All in price to include hardware, software, services
and tape backup)
  Qty of GB     [***]     $ [***]       [***]       [***]     $ [***]      
[***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]          
Storage Services TIER 4 (All in price to include hardware, software, services
and tape backup)
  Qty of GB     [***]     $ [***]       [***]       [***]     $ [***]      
[***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]          
Infrastructure Project Services
        [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]  
  $ [***]       [***]                       [***]                       [***]  
       
Project Pool Hours
  Fixed     [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]  
  $ [***]       [***]          
Communication and Collaboraration
        [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]  
  $ [***]       [***]                       [***]                       [***]  
       
Email including but not limited to Calendar and Email Attachment Encryption.
Does not include archiving
  Employee Count     [***]     $ [***]       [***]       [***]     $ [***]      
[***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]     Includes labor and tools - infrastructure
support included in server rates above
Email Archive
  Qty of Users     [***]     $ [***]       [***]       [***]     $ [***]      
[***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]          
IM, Livemeeting, etc.
  Qty of Users     [***]     $ [***]       [***]       [***]     $ [***]      
[***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]          
MOSS
  Fixed     [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]  
  $ [***]       [***]          
EMC VMware Lab Manager
  Qty of Active CPU Slots     [***]     $ [***]       [***]       [***]     $
[***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]  
    [***]       [***]     $ [***]       [***]       [***]     $ [***]      
[***]       [***]     $ [***]       [***]          
EMC VMware Lifecycle Manager
  Qty of Active CPU Slots     [***]     $ [***]       [***]       [***]     $
[***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]  
    [***]       [***]     $ [***]       [***]       [***]     $ [***]      
[***]       [***]     $ [***]       [***]          
ORACLE Core ID Licensing (non-employee)
  Qty of Licenses     [***]     $ [***]       [***]       [***]     $ [***]    
  [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]
      [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]          
Oracle Core ID Maintenance (non-employee)
  Qty of Licenses     [***]     $ [***]       [***]       [***]     $ [***]    
  [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]
      [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]                   MONTHLY SERVICES FEE
    [***]                       [***]       [***]               [***]          
            [***]                       [***]                       [***]      
                [***]                   ANNUAL SERVICES FEE
    [***]                       [***]                       [***]              
        [***]                       [***]                       [***]          
            [***]          
 
                                                                               
                                                                               
                    Pass-through Charges (Third-party provided products,
services, and/or project expenses) Note: Provide a detailed list of items in
each category as an attachment to this pricing sheet.    
 
                                                                               
                                                                               
                                            Monthly                   Monthly  
                Monthly                   Monthly                   Monthly    
              Monthly                   Monthly         Pass-Through Description
& Vendor   Unit of Measure                   Total                   Total      
            Total                   Total                   Total              
    Total                   Total        
Filenet Software Maintenance
                      $ [***]                     $ [***]                     $
[***]                     $ [***]                     $ [***]                  
  $ [***]                     $ [***]          
Other (specify in Comments) — see “Pass through detail” sheet
                      $ [***]                     $ [***]                     $
[***]                     $ [***]                     $ [***]                  
  $ [***]                     $ [***]     VMWare Instance SA-06-026, Email
Archive SA-07-035, Manage User Groups SA-07-035, Managed Transport (FTP)
SA-08-0021         MONTHLY TOTAL
PASS-THROUGH FEE
  $ [***]                     $ [***]                     $ [***]              
      $ [***]                     $ [***]                     $ [***]          
          $ [***]                   ANNUAL PASS-THROUGH FEE
  $ [***]                     $ [***]                     $ [***]              
      $ [***]                     $ [***]                     $ [***]          
          $ [***]          
 
                                                                               
                                                                               
                            ANNUAL SERVICE AREA FEES
  $ [***]                     $ [***]                     $ [***]              
      $ [***]                     $ [***]                     $ [***]          
          $ [***]          

Additional Resource Charges (ARC) and Reduced Resource Charges (RRC)

                                                                               
                                              Year 1   Year 2   Year 3   Year 4
  Year 5   Year 6 Optional   Year 7 Optional Vendor Provided Services   Price
Per Month   Price Per Month   Price Per Month   Price Per Month   Price Per
Month   Price Per Month   Price Per Month                                 RRC
Unit                                                   ARC Unit                
  RRC Unit Resource Unit Category   Unit of Measure   ARC Unit Price   RRC Unit
Price   ARC Unit Price   Price   ARC Unit Price   RRC Unit Price   ARC Unit
Price   RRC Unit Price   ARC Unit Price   RRC Unit Price   Price   RRC Unit
Price   ARC Unit Price   Price
Mainframe
                                                      $ [***]     $ [***]     $
[***]                                          
Mainframe Services (including DASD and Tape Processing)
  MIPs   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]    
$ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]
    $ [***]  
Servers
      $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]                                  
Physical Standard Server
  Qty of Servers   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]  
Physical Large Server
  Qty of Servers   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]  
Virtual Host Servers
  Qty of Servers   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]  
Virtual Server OS Instances
  Qty of OS Instances   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]
    $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]  
Remote Servers
  Qty of Servers   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]  
Database Services
      $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]  
Mainframe
  Qty of Instances (Prod, QUA and Dev)   $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]     $ [***]     $ [***]  
Servers: SQL
  Qty of Instances (Prod, QUA and Dev)   $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]     $ [***]     $ [***]  
Storage Services
      $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]  
Storage Services TIER 1 (All in price to include hardware, software, services
and tape backup)
  Qty of GB   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]  
Storage Services TIER 2 (All in price to include hardware, software, services
and tape backup)
  Qty of GB   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]  
Storage Services TIER 3 (All in price to include hardware, software, services
and tape backup)
  Qty of GB   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]  
Storage Services TIER 4 (All in price to include hardware, software, services
and tape backup)
  Qty of GB   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]  
Communication and Collaboraration
      $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]  
Email including but not limited to Calendar and Email Attachment Encryption.
Does not include archiving
  Employee Count   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]  
Email Archive
  Qty of Users   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]  
IM, Livemeeting, etc.
  Qty of Users   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]  
MOSS
  Fixed   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]  
EMC VMware Lab Manager
  Qty of Active CPU Slots   $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]     $ [***]  
EMC VMware Lifecycle Manager
  Qty of Active CPU Slots   $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]     $ [***]  
ORACLE Core ID Licensing (non-employee)
  Qty of Licenses   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]    
$ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]
    $ [***]     $ [***]  
Oracle Core ID Maintenance (non-employee)
  Qty of Licenses   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]    
$ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]
    $ [***]     $ [***]  
Infrastructure Project Services
              $ [***]                                     $ [***]     $ [***]  
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
Project Pool Hours
  Hours                                                                        
  $ [***]                     $ [***]     $ [***]  

Management Fees Detail:

                          Description   Units   Unit Rate   Monthly Charge
Account management (Acct team, Innovation, SDRM, Contract management, Other
cross functional)
    [***]       [***]       [***]  
FileNet Application Services
    [***]       [***]       [***]  
IT Continuity (Disaster Recovery)
    [***]       [***]       [***]  
Total
    [***]               [***]  

SUMMARY OF PRICING CHANGES FROM 06-11-2009 SUBMISSION:

1.   Called out account management   2.   STORAGE — provided tiered storage
pricing and adjusted volumes to reflect virtualization and changes to P8
environment   3.   P8 ENVIRONMENT — Provided breakout of P8 volumes in a
separate sheet “Data Center-P8”   4.   Revised MOSS pricing   5.   Revised
project pool hours rate based of current labor rates   6.   Provided better
year-over-year efficiencies

STORAGE TIERING EXPLANATION:
Tier 1 is mainframe storage
Tier 2 is high speed fiber channel connected storage
Tier 3 is medium speed serial connected storage
Tier 4 is WORM storage
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.

 

--------------------------------------------------------------------------------

 

     

     
Confidential and Proprietary
  Pricing for Data Center

Data Network
Symetra
ACS

         
 
  Click links for
 
      Pricing
 
  TOC page   Assumptions
 
       

                                                                               
                                                                               
                                                                               
                                                                      Year 6  
Year 7             Year 1   Year 2   Year 3   Year 4   Year 5   Optional  
Optional             Price   Price   Price   Price   Price   Price   Price    
Vendor Provided Services       Per Month   Per Month   Per Month   Per Month  
Per Month   Per Month   Per Month         Unit of   Baseline   Monthly   Monthly
  Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline  
Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly
  Baseline   Monthly   Monthly     Resource Unit Category   Measure   Quantity  
Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price  
Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity
  Unit Price   Total   Quantity   Unit Price   Total   Description/Comments
Management Services (including fees associated with Schedule 1)
  Fixed     [**]     $ [***]       [**]       [**]     $ [***]       [***]      
[***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]  
  $ [***]       [***]       [***]     $ [***]       [***]       [***]     $
[***]       [***]                  
Network Services
        [**]     $ [***]       [**]       [**]     $ [***]       [***]      
[***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]  
  $ [***]       [***]                       [***]                       [***]  
               
Routers (includes all managed services)
  Qty of routers     [**]     $ [***]       [**]       [**]     $ [***]      
[***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]                  
Load Balancers
  Qty of load balancers     [**]     $ [***]       [**]       [**]     $ [***]  
    [***]       [***]     $ [***]       [***]       [***]     $ [***]      
[***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]                  
LAN Switches (Wired and wireless and includes all managed services)
  Qty of switches     [**]     $ [***]       [**]       [**]     $ [***]      
[***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]                  
Firewalls (includes all managed services)
  Qty of firewalls     [**]     $ [***]       [**]       [**]     $ [***]      
[***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]                  
Network IDS
  Fixed     [**]     $ [***]       [**]       [**]     $ [***]       [***]      
[***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]  
  $ [***]       [***]       [***]     $ [***]       [***]       [***]     $
[***]       [***]                  
Host IDS
  Fixed     [**]     $ [***]       [**]       [**]     $ [***]       [***]      
[***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]  
  $ [***]       [***]       [***]     $ [***]       [***]       [***]     $
[***]       [***]                  
Managed penetration
  Fixed     [**]     $ [***]       [**]       [**]     $ [***]       [***]      
[***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]  
  $ [***]       [***]       [***]     $ [***]       [***]       [***]     $
[***]       [***]                  
 
      MONTHLY SERVICES FEE     [**]                       [***]                
      [***]                       [***]                       [***]            
          [***]                       [***]                  
 
      ANNUAL SERVICES FEE     [**]                       [***]                  
    [***]                       [***]                       [***]              
        [***]                       [***]                  
 
                                                                               
                                                                               
                            Pass-through Charges (Third-party provided products,
services, and/or project expenses) Note: Provide a detailed list of items in
each category as an attachment to this pricing sheet.      
 
                                                                               
                                                                               
                                                    Monthly                  
Monthly                   Monthly                   Monthly                  
Monthly                   Monthly                   Monthly     Pass-Through
Description & Vendor   Unit of Measure                   Total                  
Total                   Total                   Total                   Total  
                Total                   Total                                  
                                                                               
                                                           
See “Pass-through Detail Sheet”
                      $ [***]                     $ [***]                     $
[***]                     $ [***]                     $ [***]                  
  $ [***]                     $ [***]          
Other (specify in Comments)
                      $ [***]                     $ [***]                     $
[***]                     $ [***]                     $ [***]                  
  $ [***]                     $ [***]          
 
                      $ [***]                     $ [***]                     $
[***]                     $ [***]                     $ [***]                  
  $ [***]                     $ [***]          
 
      MONTHLY TOTAL PASS-THROUGH FEE   $ [***]                     $ [***]      
              $ [***]                     $ [***]                     $ [***]  
                  $ [***]                     $ [***]          
 
      ANNUAL PASS-THROUGH FEE   $ [***]                     $ [***]            
        $ [***]                     $ [***]                     $ [***]        
            $ [***]                     $ [***]          

Additional Resource Charges (ARC) and Reduced Resource Charges (RRC)

                                                                               
                                              Year 1   Year 2   Year 3   Year 4
  Year 5   Year 6 Optional   Year 7 Optional Vendor Provided Services   Price
Per Month   Price Per Month   Price Per Month   Price Per Month   Price Per
Month   Price Per Month   Price Per Month   Resource Unit Category   Unit of
Measure   ARC Unit Price   RRC Unit Price   ARC Unit Price   RRC Unit Price  
ARC Unit Price   RRC Unit Price   ARC Unit Price   RRC Unit Price   ARC Unit
Price   RRC Unit Price   ARC Unit Price   RRC Unit Price   ARC Unit Price   RRC
Unit Price
Routers
  Qty of routers   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]  
Load Balancers
  Qty of load balancers   $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]     $ [***]  
Switches
  Qty of switches   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]    
$ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]
    $ [***]     $ [***]  
Firewalls
  Qty of firewalls   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]    
$ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]
    $ [***]     $ [***]  

Management Fees Detail:

                          Description   Units   Unit Rate   Monthly Chrg
Account management (Acct team, Innovation, SDRM, Contract management, Other
cross functional)
    [***]       [***]       [***]  
Total
                    [***]  

SUMMARY OF PRICING CHANGES FROM 06-11-2009 SUBMISSION:

1.   Called out account management   2.   Added load balancer pricing   3.  
Adjusted variable rates to reduce management fees   4.   Moved “Output T1”
pricing to Data Network tower passthrough charges   5.   Moved Sungard Disaster
Recovery Circuit Data Network tower passthrough charges

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.

 

--------------------------------------------------------------------------------

 

     
Confidential and Proprietary
Pricing for Distributed Computing

         
Distributed Computing
  Click links for
 
      Pricing
Symetra
  TOC page   Assumptions
ACS
       

                                                                               
                                                                               
                                                                               
                                                                      Year 6  
Year 7             Year 1   Year 2   Year 3   Year 4   Year 5   Optional  
Optional             Price   Price   Price   Price   Price   Price   Price    
Vendor Provided Services       Per Month   Per Month   Per Month   Per Month  
Per Month   Per Month   Per Month         Unit of   Baseline   Monthly   Monthly
  Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline  
Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly
  Baseline   Monthly   Monthly     Resource Unit Category   Measure   Quantity  
Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price  
Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity
  Unit Price   Total   Quantity   Unit Price   Total   Description/Comments
Management Services (including fees associated with Schedule 1)
  Fixed     [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]  
  $ [***]       [***]          
 
        [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]  
  $ [***]       [***]       [***]               [***]                      
[***]          
Symetra Hqs — Desktop/Laptop Support (includes support of end users attached
peripherals and all services specified in SOW)
  Employee Count     [***]     $ [***]       [***]       [***]     $ [***]      
[***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]          
Remote Offices — Desktop/Laptop Support (includes support of end users attached
peripherals and all services specified in SOW including any third party services
)
  Employee Count     [***]     $ [***]       [***]       [***]     $ [***]      
[***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]          
Remote Teleworkers — Desktop/Laptop Support (includes support of end users
attached peripherals and all services specified in SOW including any third party
services )
  Employee Count     [***]     $ [***]       [***]       [***]     $ [***]      
[***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]          
Network Attached Printers
  Qty of Printers     [***]     $ [***]       [***]       [***]     $ [***]    
  [***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]
      [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]          
Mobile Computing Users/PDA Support (PDA=Blackberry, smartphones, wireless cards,
etc.
  Qty of Managed Devices     [***]     $ [***]       [***]       [***]     $
[***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]  
    [***]       [***]     $ [***]       [***]       [***]     $ [***]      
[***]       [***]     $ [***]       [***]                   MONTHLY SERVICES FEE
    [***]                       [***]                       [***]              
        [***]                       [***]                       [***]          
            [***]                   ANNUAL SERVICES FEE
    [***]                       [***]                       [***]              
        [***]                       [***]                       [***]          
            [***]          
 
                                                                               
                                                                               
                    Pass-through Charges (Third-party provided products,
services, and/or project expenses) Note: Provide a detailed list of items in
each category as an attachment to this pricing sheet.
 
                                                                               
                                                                               
                        Unit of                   Monthly                  
Monthly                   Monthly                   Monthly                  
Monthly                   Monthly                   Monthly     Pass-Through
Description & Vendor   Measure                   Total                   Total  
                Total                   Total                   Total          
        Total                   Total    
Other (specify in Comments)
                      $ [***]                     $ [***]                     $
[***]                     $ [***]                     $ [***]                  
  $ [***]                     $ [***]          
Other (specify in Comments)
                      $ [***]                     $ [***]                     $
[***]                     $ [***]                     $ [***]                  
  $ [***]                     $ [***]           MONTHLY TOTAL PASS-THROUGH FEE
  $ [***]                     $ [***]                     $ [***]              
      $ [***]                     $ [***]                     $ [***]          
          $ [***]               ANNUAL PASS-THROUGH FEE
  $ [***]                     $ [***]                     $ [***]              
      $ [***]                     $ [***]                     $ [***]          
          $ [***]               ANNUAL SERVICE AREA FEES
  $ [***]                     $ [***]                     $ [***]              
      $ [***]                     $ [***]                     $ [***]          
          $ [***]          

                                                                               
                                      Additional Resource Charges (ARC) and
Reduced Resource Charges (RRC)         Year 1   Year 2   Year 3   Year 4   Year
5   Year 6 Optional   Year 7 Optional Vendor Provided Services       Price Per
Month   Price Per Month   Price Per Month   Price Per Month   Price Per Month  
Price Per Month   Price Per Month                                              
                                          ARC Unit   RRC Unit         Resource
Unit Category   Unit of Measure   ARC Unit Price   RRC Unit Price   ARC Unit
Price   RRC Unit Price   ARC Unit Price   RRC Unit Price   ARC Unit Price   RRC
Unit Price   ARC Unit Price   RRC Unit Price   Price   Price   ARC Unit Price  
RRC Unit Price
Symetra Hqs — Desktop/Laptop Support (includes support of end users attached
peripherals and all services specified in SOW)
  Employee Count   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]  
Remote Offices — Desktop/Laptop Support (includes support of end users attached
peripherals and all services specified in SOW including any third party services
)
  Employee Count   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]  
Remote Teleworkers — Desktop/Laptop Support (includes support of end users
attached peripherals and all services specified in SOW including any third party
services )
  Employee Count   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]  
Network Attached Printers
  Qty of Printers   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]    
$ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]
    $ [***]     $ [***]  
Mobile Computing Users/PDA Support (PDA=Blackberry, smartphones, wireless cards,
etc.
  Qty of Managed Devices   $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]     $ [***]  

Management Fees Detail:

                          Description   Units   Unit Rate   Monthly Chrg
Account management (Acct team, Innovation, SDRM, Contract management, Other
cross functional)
    [***]       [***]       [***]  
Total
                    [***]  

SUMMARY OF PRICING CHANGES FROM 06-11-2009 SUBMISSION:

1. Called out account management
2. Broke pricing down into Headquarters, Remote Offices, and Remote Teleworkers

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.

 

--------------------------------------------------------------------------------

 

     

          Help Desk   Click links for

 
      Pricing
Symetra
  TOC page   Assumptions
ACS
       

                                                                               
                                                                               
                                                                               
                                                                      Year 6  
Year 7             Year 1   Year 2   Year 3   Year 4   Year 5   Optional  
Optional             Price   Price   Price   Price   Price   Price   Price    
Vendor Provided Services       Per Month   Per Month   Per Month   Per Month  
Per Month   Per Month   Per Month         Unit of   Baseline   Monthly   Monthly
  Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline  
Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly
  Baseline   Monthly   Monthly     Resource Unit Category   Measure   Quantity  
Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price  
Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity
  Unit Price   Total   Quantity   Unit Price   Total   Comments
Management Services (including fees associated with Schedule 1)
  Fixed     [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]  
  $ [***]       [***]          
 
                        [***]       [***]     $ [***]       [***]       [***]  
  $ [***]       [***]       [***]               [***]       [***]              
[***]                       [***]                       [***]          
Help Desk Users (includes all services specified in SOW)
  Employee Count     [***]     $ [***]       [***]       [***]     $ [***]      
[***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]               MONTHLY SERVICES FEE
    [***]                       [***]                       [***]              
        [***]                       [***]                       [***]          
            [***]               ANNUAL SERVICES FEE
    [***]                       [***]                       [***]              
        [***]                       [***]                       [***]          
            [***]          
 
                                                                               
                                                                               
                    Pass-through Charges (Third-party provided products,
services, and/or project expenses) Note: Provide a detailed list of items in
each category as an attachment to this pricing sheet.
 
                                                                               
                                                                               
                        Unit of                   Monthly                  
Monthly                   Monthly                   Monthly                  
Monthly                   Monthly                   Monthly     Pass-Through
Description & Vendor   Measure                   Total                   Total  
                Total                   Total                   Total          
        Total                   Total    
Symetra Remedy User Licenses
                                                                               
                                                                               
                   
Fixed user Remedy licenses
  Total Licenses     [***]     $ [***]       [***]       [***]     $ [***]      
[***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]     BMC has changed their pricing structure.
Includes 5 licenses for Atrium CMDB
Novell ID Management Licenses
  Total Licenses     [***]     $ [***]       [***]       [***]     $ [***]      
[***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]     ACS Novell ID Solution will replace this
software.
Other (specify in Comments)
        [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]  
  $ [***]       [***]       [***]     $ [***]       [***]       [***]     $
[***]       [***]          
 
        [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]  
  $ [***]       [***]       [***]     $ [***]       [***]       [***]     $
[***]       [***]               MONTHLY TOTAL PASS-THROUGH FEE
    [***]                       [***]                       [***]              
        [***]                       [***]                       [***]          
            [***]               ANNUAL PASS-THROUGH FEE
    [***]                       [***]                       [***]              
        [***]                       [***]                       [***]          
            [***]               ANNUAL SERVICE AREA FEES
    [***]                       [***]                       [***]              
        [***]                       [***]                       [***]          
            [***]          

                                                                               
                                      Additional Resource Charges (ARC) and
Reduced Resource Charges (RRC)         Year 1   Year 2   Year 3   Year 4   Year
5   Year 6 Optional   Year 7 Optional Vendor Provided Services       Price Per
Month   Price Per Month   Price Per Month   Price Per Month   Price Per Month  
Price Per Month   Price Per Month                                              
                                          ARC Unit             Resource Unit
Category   Unit of Measure   ARC Unit Price   RRC Unit Price   ARC Unit Price  
RRC Unit Price   ARC Unit Price   RRC Unit Price   ARC Unit Price   RRC Unit
Price   ARC Unit Price   RRC Unit Price   Price   RRC Unit Price   ARC Unit
Price   RRC Unit Price
Help Desk Users
  Employee Count   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]  

Management Fees Detail:

                          Description   Units   Unit Rate   Monthly Chrg
Account management (Acct team, Innovation, SDRM, Contract management, Other
cross functional)
    [***]       [***]       [***]  
Total
                    [***]  

SUMMARY OF PRICING CHANGES FROM 06-11-2009 SUBMISSION:
1. Called out account management
2. Updated Remedy licenses count
3. Added Novell ID Management Licences pricing
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.

 

--------------------------------------------------------------------------------

 

     

          Voice Communications   Click links for

 
      Pricing
Symetra
  TOC page   Assumptions
ACS
       

                                                                               
                                                                               
                                                                               
                                                                      Year 6  
Year 7             Year 1   Year 2   Year 3   Year 4   Year 5   Optional  
Optional             Price   Price   Price   Price   Price   Price   Price    
Vendor Provided Services       Per Month   Per Month   Per Month   Per Month  
Per Month   Per Month   Per Month         Unit of   Baseline   Monthly   Monthly
  Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline  
Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly
  Baseline   Monthly   Monthly     Resource Unit Category   Measure   Quantity  
Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price  
Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity
  Unit Price   Total   Quantity   Unit Price   Total   Comments
Management Services (including fees associated with Schedule 1)
  Fixed     [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]  
  $ [***]       [***]          
 
              $ [***]       [***]             $ [***]       [***]             $
[***]       [***]             $ [***]       [***]             $ [***]      
[***]                       [***]                       [***]          
Voice Services as detailed in the Voice Services SOW
  Employee Count     [***]     $ [***]       [***]       [***]     $ [***]      
[***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]          
Call Recording (NICE)
  Qty of Users     [***]     $ [***]       [***]       [***]     $ [***]      
[***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]                   MONTHLY SERVICES FEE
    [***]                       [***]                       [***]              
        [***]                       [***]                       [***]          
            [***]                   ANNUAL SERVICES FEE
    [***]                       [***]                       [***]              
        [***]                       [***]                       [***]          
            [***]          
 
                                                                               
                                                                               
                    Pass-through Charges (Third-party provided products,
services, and/or project expenses) Note: Provide a detailed list of items in
each category as an attachment to this pricing sheet.
 
                                                                               
                                                                               
                        Unit of                   Monthly                  
Monthly                   Monthly                   Monthly                  
Monthly                   Monthly                   Monthly     Pass-Through
Description & Vendor   Measure                   Total                   Total  
                Total                   Total                   Total          
        Total                   Total    
Inbound — Access Baseline
                      $ [***]                     $ [***]                     $
[***]                     $ [***]                     $ [***]                  
  $ [***]                     $ [***]          
Outbound/Inbound — Dedicated Baseline
                      $ [***]                     $ [***]                     $
[***]                     $ [***]                     $ [***]                  
  $ [***]                     $ [***]          
Outbound — Switched / Business Line Baseline
                      $ [***]                     $ [***]                     $
[***]                     $ [***]                     $ [***]                  
  $ [***]                     $ [***]          
See “Pass-through Detail Sheet”
                      $ [***]                     $ [***]                     $
[***]                     $ [***]                     $ [***]                  
  $ [***]                     $ [***]               MONTHLY TOTAL PASS-THROUGH
FEE
  $ -                     $ -                     $ [***]                     $
[***]                     $ [***]                     $ [***]                  
  $ [***]               ANNUAL PASS-THROUGH FEE
  $ -                     $ -                     $ [***]                     $
[***]                     $ [***]                     $ [***]                  
  $ [***]               ANNUAL SERVICE AREA FEES
    [***]                       [***]                       [***]              
        [***]                       [***]                       [***]          
            [***]          

                                                                               
                                      Additional Resource Charges (ARC) and
Reduced Resource Charges (RRC)         Year 1   Year 2   Year 3   Year 4   Year
5   Year 6 Optional   Year 7 Optional Vendor Provided Services       Price Per
Month   Price Per Month   Price Per Month   Price Per Month   Price Per Month  
Price Per Month   Price Per Month                                         ARC
Unit   RRC Unit           RRC Unit                   ARC Unit                  
RRC Unit Resource Unit Category   Unit of Measure   ARC Unit Price   RRC Unit
Price   ARC Unit Price   RRC Unit Price   Price   Price   ARC Unit Price   Price
  ARC Unit Price   RRC Unit Price   Price   RRC Unit Price   ARC Unit Price  
Price
Voice Services as detailed in the Voice Services SOW
  Employee Count   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]  
Call Recording (NICE)
  Qty of Users   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]  

Management Fees Detail:

                          Description   Units   Unit Rate   Monthly Chrg
Account management (Acct team, Innovation, SDRM, Contract management, Other
cross functional)
    [***]       [***]       [***]  
On-site voice services support
    [***]       [***]       [***]  
Total
                    -  

SUMMARY OF PRICING CHANGES FROM 06-11-2009 SUBMISSION:
1. Called out account management
2. Added pricing for Call Recording (NICE)
3. Added Avaya Maintenance Charges to passthrough detail
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.

 

--------------------------------------------------------------------------------

 

     

          Output Processing   Click links for

 
      Pricing
Symetra
  TOC page   Assumptions
ACS
       

                                                                               
                                                                               
                                                                               
                                                                      Year 6  
Year 7             Year 1   Year 2   Year 3   Year 4   Year 5   Optional  
Optional             Price   Price   Price   Price   Price   Price   Price    
Vendor Provided Services       Per Month   Per Month   Per Month   Per Month  
Per Month   Per Month   Per Month         Unit of   Baseline   Monthly   Monthly
  Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline  
Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly
  Baseline   Monthly   Monthly     Resource Unit Category   Measure   Quantity  
Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price  
Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity
  Unit Price   Total   Quantity   Unit Price   Total   Description/Comments
Management Services (including fees associated with Schedule 1)
  Fixed     [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]  
  $ [***]       [***]          
Printed Image (Dallas)
  Image Count.     [***]     $ [***]       [***]       [***]     $ [***]      
[***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]          
Printed Image (Bellevue)
  Image Count.     [***]     $ [***]       [***]       [***]     $ [***]      
[***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]          
Post-Processing
                                                                               
                                                                               
                   
6x9 envelopes
  Qty     [***]     $ [***]       [***]       [***]     $ [***]       [***]    
  [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]
    $ [***]       [***]       [***]     $ [***]       [***]       [***]     $
[***]       [***]          
#10 envelopes
  Qty     [***]     $ [***]       [***]       [***]     $ [***]       [***]    
  [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]
    $ [***]       [***]       [***]     $ [***]       [***]       [***]     $
[***]       [***]          
Flat envelopes
  Qty     [***]     $ [***]       [***]       [***]     $ [***]       [***]    
  [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]
    $ [***]       [***]       [***]     $ [***]       [***]       [***]     $
[***]       [***]          
Boxes
  Qty     [***]     $ [***]       [***]       [***]     $ [***]       [***]    
  [***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]
    $ [***]       [***]       [***]     $ [***]       [***]       [***]     $
[***]       [***]          
Print Programming
  Fixed     [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]  
  $ [***]       [***]          
Postal Presorting
  Qty of #10 and 6x9 Envelopes     [***]     $ [***]       [***]       [***]    
$ [***]       [***]       [***]     $ [***]       [***]       [***]     $ [***]
      [***]       [***]     $ [***]       [***]       [***]     $ [***]      
[***]       [***]     $ [***]       [***]                   MONTHLY SERVICES FEE
    [***]                       [***]                       [***]              
        [***]                       [***]                       [***]          
            [***]                   ANNUAL SERVICES FEE
    [***]                       [***]                       [***]              
        [***]                       [***]                       [***]          
            [***]          
 
                                                                               
                                                                               
                    Pass-through Charges (Third-party provided products,
services, and/or project expenses) Note: Provide a detailed list of items in
each category as an attachment to this pricing sheet.
 
                                                                               
                                                                               
                        Unit of                   Monthly                  
Monthly                   Monthly                   Monthly                  
Monthly                   Monthly                   Monthly     Pass-Through
Description & Vendor   Measure                   Total                   Total  
                Total                   Total                   Total          
        Total                   Total   Description/Comments
See “Pass-through detail” sheet
                      $ [***]                     $ [***]                     $
[***]                     $ [***]                     $ [***]                  
  $ [***]                     $ [***]          
Other (specify in Comments)
                      $ [***]                     $ [***]                     $
[***]                     $ [***]                     $ [***]                  
  $ [***]                     $ [***]               MONTHLY TOTAL PASS-THROUGH
FEE
    [***]                       [***]                       [***]              
        [***]                       [***]                     $ [***]          
            [***]               ANNUAL PASS-THROUGH FEE
    [***]                       [***]                       [***]              
        [***]                       [***]                       [***]          
            [***]               ANNUAL SERVICE AREA FEES
    [***]                       [***]                       [***]              
        [***]                       [***]                       [***]          
            [***]          

                                                                               
                                      Additional Resource Charges (ARC) and
Reduced Resource Charges (RRC)         Year 1   Year 2   Year 3   Year 4   Year
5   Year 6 Optional   Year 7 Optional Vendor Provided Services       Price Per
Month   Price Per Month   Price Per Month   Price Per Month   Price Per Month  
Price Per Month   Price Per Month         ARC Unit                           ARC
Unit                           ARC Unit           ARC Unit   RRC Unit          
RRC Unit Resource Unit Category   Unit of Measure   Price   RRC Unit Price   ARC
Unit Price   RRC Unit Price   Price   RRC Unit Price   ARC Unit Price   RRC Unit
Price   Price   RRC Unit Price   Price   Price   ARC Unit Price   Price
Printed Image (Dallas)
  Image Count   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]  
Printed Image (Bellevue)
  Image Count   $ [***]             $ [***]             $ [***]             $
[***]             $ [***]             $ [***]             $ [***]          
Post-Processing
      $ [***]                                                                  
                                       
6x9 envelopes
  Qty   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]    
$ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]
    $ [***]  
#10 envelopes
  Qty   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]    
$ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]
    $ [***]  
Flat envelopes
  Qty   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]    
$ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]
    $ [***]  
Boxes
  Qty   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]    
$ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]
    $ [***]  
Print Programming
  Fixed   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]  
Doc1e2Vault Archive Images
  Image Count   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]  
Postal Presorting
  Qty of #10 and 6x9 Envelopes   $ [***]     $ [***]     $ [***]     $ [***]    
$ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]
    $ [***]     $ [***]     $ [***]  

Management Fees Detail:

                          Description   Units   Unit Rate   Monthly Chrg
Account management (Acct team, Innovation, SDRM, Contract management, Other
cross functional)
    [***]       [***]       [***]  
DOC1 e2Vault Archive            Management Fee
    [***]       [***]       [***]  
Total
                    [***]  

SUMMARY OF PRICING CHANGES FROM 06-11-2009 SUBMISSION:
1. Called out account management
2. Broke down Printed Image pricing to Dallas and Bellevue
3. Moved USPS charges to passthough
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.

 

--------------------------------------------------------------------------------

 

     

          Content Management   Click links for

 
      Pricing
Symetra
  TOC page   Assumptions
ACS
       

                                                                               
                                                                               
                                                                               
                                                                      Year 6  
Year 7             Year 1   Year 2   Year 3   Year 4   Year 5   Optional  
Optional             Price   Price   Price   Price   Price   Price   Price    
Vendor Provided Services       Per Month   Per Month   Per Month   Per Month  
Per Month   Per Month   Per Month         Unit of   Baseline   Monthly   Monthly
  Baseline   Monthly   Monthly   Baseline   Monthly   Monthly   Baseline  
Monthly   Monthly   Baseline   Monthly   Monthly   Baseline   Monthly   Monthly
  Baseline   Monthly   Monthly     Resource Unit Category   Measure   Quantity  
Unit Price   Total   Quantity   Unit Price   Total   Quantity   Unit Price  
Total   Quantity   Unit Price   Total   Quantity   Unit Price   Total   Quantity
  Unit Price   Total   Quantity   Unit Price   Total   Description/Comments
Management Services
  Fixed     [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]  
  $ [***]       [***]          
MicroFiche Conversion Scanning & Imaging
  Per Image     [***]     $ [***]       [***]       [***]     $ [***]      
[***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]     Research in progress to confirm "MicroFiche
Conversion Scanning" includes image
MicroFiche Conversion Request
  Per Request     [***]     $ [***]       [***]       [***]     $ [***]      
[***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]          
Indexing — Frontend
  Per Document     [***]     $ [***]       [***]       [***]     $ [***]      
[***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]          
Indexing
  Per Document     [***]     $ [***]       [***]       [***]     $ [***]      
[***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]          
Received Mail Prep
  Per Page     [***]     $ [***]       [***]       [***]     $ [***]       [***]
      [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]  
  $ [***]       [***]          
Backend Scanning Prep
  Per Page     [***]     $ [***]       [***]       [***]     $ [***]       [***]
      [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]       [***]     $ [***]       [***]       [***]  
  $ [***]       [***]          
Paper Scanning
  Per Image     [***]     $ [***]       [***]       [***]     $ [***]      
[***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]          
Electronic Image
  Per Image     [***]     $ [***]       [***]       [***]     $ [***]      
[***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]     Research in progress to confirm if "electronic
image" includes front-end image processing
Requested Research
  Per Request     [***]     $ [***]       [***]       [***]     $ [***]      
[***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]          
Check Handling
  Per Check     [***]     $ [***]       [***]       [***]     $ [***]      
[***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]          
Copying
  Per Image     [***]     $ [***]       [***]       [***]     $ [***]      
[***]       [***]     $ [***]       [***]       [***]     $ [***]       [***]  
    [***]     $ [***]       [***]       [***]     $ [***]       [***]      
[***]     $ [***]       [***]                   MONTHLY SERVICES FEE
  $ —                     $ —                     $ —                     $ —  
                  $ —                       [***]                       [***]  
                ANNUAL SERVICES FEE
  $ —                     $ —                     $ —                     $ —  
                  $ —                       [***]                       [***]  
       
 
                                                                               
                                                                               
                    Pass-through Charges (Third-party provided products,
services, and/or project expenses) Note: Provide a detailed list of items in
each category as an attachment to this pricing sheet.
 
                                                                               
                                                                               
                        Unit of                   Monthly                  
Monthly                   Monthly                   Monthly                  
Monthly                   Monthly                   Monthly     Pass-Through
Description & Vendor   Measure                   Total                   Total  
                Total                   Total                   Total          
        Total                   Total   Description/Comments
Other (specify in Comments)
                      $ [***]                     $ [***]                     $
[***]                     $ [***]                     $ [***]                  
  $ [***]                     $ [***]               MONTHLY TOTAL PASS-THROUGH
FEE
  $ [***]                     $ [***]                     $ [***]              
      $ [***]                     $ [***]                       0              
      $ —               ANNUAL PASS-THROUGH FEE
  $ [***]                     $ [***]                     $ [***]              
      $ [***]                     $ [***]                       0              
      $ —               ANNUAL SERVICE AREA FEES
  $ [***]                     $ [***]                     $ [***]              
      $ [***]                     $ [***]                       [***]          
            [***]          

                                                                               
                                      Additional Resource Charges (ARC) and
Reduced Resource Charges (RRC)         Year 1   Year 2   Year 3   Year 4   Year
5   Year 6 Optional   Year 7 Optional Vendor Provided Services       Price Per
Month   Price Per Month   Price Per Month   Price Per Month   Price Per Month  
Price Per Month   Price Per Month         ARC Unit                           ARC
Unit   RRC Unit           RRC Unit   ARC Unit           ARC Unit                
  RRC Unit Resource Unit Category   Unit of Measure   Price   RRC Unit Price  
ARC Unit Price   RRC Unit Price   Price   Price   ARC Unit Price   Price   Price
  RRC Unit Price   Price   RRC Unit Price   ARC Unit Price   Price
MicroFiche Conversion Scanning & Imaging
  Per Image   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]  
MicroFiche Conversion Request
  Per Request   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]  
Indexing — Frontend
  Per Document   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]  
Indexing
  Per Document   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]  
Received Mail Prep
  Per Page   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]
    $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]  
Backend Scanning Prep
  Per Page   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]
    $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]  
Paper Scanning
  Per Image   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]  
Electronic Image
  Per Image   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]  
Requested Research
  Per Request   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]  
Check Handling
  Per Check   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]  
Copying
  Per Image   $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]  
Programming Hours
  Per Hour   $ [***]             $ [***]             $ [***]             $ [***]
            $ [***]             $ [***]             $ [***]          
External Business Partner Transmit
  Per Day - Daily cost for automated processing   $ [***]     $ [***]     $
[***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]  

Management Fees Detail:

                          Description   Units   Unit Rate   Monthly Chrg
Account management (Acct team, Innovation, SDRM, Contract management, Other
cross functional)
    [***]       [***]       [***]  
Total
                    [***]  

SUMMARY OF PRICING CHANGES FROM 06-11-2009 SUBMISSION:
1. Called out account management
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.

 

--------------------------------------------------------------------------------

 

     
Transition Fees
  Click links for
Symetra
  TOC page
ACS
   

ONE TIME DATA CENTER TRANSITION FEES

                  Resource Category (itemize all charges)   Cost Breakdown  
Description of Services / Comments
Project Team / Management
  $ [***]     Transformational activities

Hardware
  $ [***]          
Software
  $ [***]          
Installation / build-out
  $ [***]          
Testing
  $ [***]          
Training
  $ [***]          
Other (specify) Travel
  $ [***]          
Other (specify)
  $ [***]          
Other (specify)
  $ [***]          
Shipping/Handling/Storage
  $ [***]          
Customs Charges
  $ [***]          
Third-party consulting and/or labor
  $ [***]          
Taxes
               
Federal / National
  $ [***]          
State / Provincial
  $ [***]          
Local
  $ [***]          
TOTAL DATA CENTER TRANSITION FEES
  $ [***]          

ONE TIME DISTRIBUTED COMPUTING TRANSITION FEES

                  Resource Category (itemize all charges)   Cost Breakdown  
Description of Services / Comments
Project Team / Management
  $ [***]          
Hardware
  $ [***]          
Software
  $ [***]          
Installation / build-out
  $ [***]          
Testing
  $ [***]          
Training
  $ [***]          
Other (specify) Travel
  $ [***]          
Other (specify)
  $ [***]          
Other (specify)
  $ [***]          
Shipping/Handling/Storage
  $ [***]          
Customs Charges
  $ [***]          
Third-party consulting and/or labor
  $ [***]          
Taxes
               
Federal / National
  $ [***]          
State / Provincial
  $ [***]          
Local
  $ [***]          
TOTAL DISTRIBUTED COMPUTING TRANSITION FEES
  $ [***]          

ONE TIME DATA NETWORK TRANSITION FEES

                  Resource Category (itemize all charges)   Cost Breakdown  
Description of Services / Comments
Project Team / Management
  $ [***]          
Hardware
  $ [***]          
Software
  $ [***]          
Installation / build-out
  $ [***]          
Testing
  $ [***]          
Training
  $ [***]          
Other (specify) Travel
  $ [***]          
Other (specify)
  $ [***]          
Other (specify)
  $ [***]          
Shipping/Handling/Storage
  $ [***]          
Customs Charges
  $ [***]          
Third-party consulting and/or labor
  $ [***]          
Taxes
               
Federal / National
  $ [***]          
State / Provincial
  $ [***]          
Local
  $ [***]          
TOTAL DATA NETWORK TRANSITION FEES
  $ [***]          

ONE TIME HELP DESK TRANSITION FEES

                  Resource Category (itemize all charges)   Cost Breakdown  
Description of Services / Comments
Project Team / Management
  $ [***]          
Hardware
  $ [***]          
Software
  $ [***]     Novell ID Management SW One-times

Installation / build-out
  $ [***]          
Testing
  $ [***]          
Training
  $ [***]          
Other (specify) Travel
  $ [***]          
Other (specify)
  $ [***]          
Other (specify)
  $ [***]          
Shipping/Handling/Storage
  $ [***]          
Customs Charges
  $ [***]          
Third-party consulting and/or labor
  $ [***]          
Taxes
               
Federal / National
  $ [***]          
State / Provincial
  $ [***]          
Local
  $ [***]          
TOTAL HELP DESK TRANSITION FEES
  $ [***]          

ONE TIME VOICE COMMUNICATIONS TRANSITION FEES

                  Resource Category (itemize all charges)   Cost Breakdown  
Description of Services / Comments
Project Team / Management
  $ [***]          
Hardware
  $ [***]          
Software
  $ [***]          
Installation / build-out
  $ [***]          
Testing
  $ [***]          
Training
  $ [***]          
Other (specify) Travel
  $ [***]          
Other (specify)
  $ [***]          
Other (specify)
  $ [***]          
Shipping/Handling/Storage
  $ [***]          
Customs Charges
  $ [***]          
Third-party consulting and/or labor
  $ [***]          
Taxes
               
Federal / National
  $ [***]          
State / Provincial
  $ [***]          
Local
  $ [***]          
TOTAL VOICE COMMUNICATIONS TRANSITION FEES
  $ [***]          

ONE TIME OUTPUT PROCESSING TRANSITION FEES

                  Resource Category (itemize all charges)   Cost Breakdown  
Description of Services / Comments
Project Team / Management
  $ [***]          
Hardware
  $ [***]          
Software
  $ [***]          
Installation / build-out
  $ [***]          
Testing
  $ [***]          
Training
  $ [***]          
Other (specify) Travel
  $ [***]          
Other (specify)
  $ [***]          
Other (specify)
  $ [***]          
Shipping/Handling/Storage
  $ [***]          
Customs Charges
  $ [***]          
Third-party consulting and/or labor
  $ [***]          
Taxes
               
Federal / National
  $ [***]          
State / Provincial
  $ [***]          
Local
  $ [***]          
ONE TIME OUTPUT PROCESSING TRANSITION FEES
  $ [***]          

ONE TIME CONTENT MANAGEMENT TRANSITION FEES

                  Resource Category (itemize all charges)   Cost Breakdown  
Description of Services / Comments
Project Team / Management
  $ [***]          
Hardware
  $ [***]          
Software
  $ [***]          
Installation / build-out
  $ [***]          
Testing
  $ [***]          
Training
  $ [***]          
Other (specify) Travel
  $ [***]          
Other (specify)
  $ [***]          
Other (specify)
  $ [***]          
Shipping/Handling/Storage
  $ [***]          
Customs Charges
  $ [***]          
Third-party consulting and/or labor
  $ [***]          
Taxes
               
Federal / National
  $ [***]          
State / Provincial
  $ [***]          
Local
  $ [***]          
ONE TIME CONTENT MANAGEMENT TRANSITION FEES
  $ [***]          

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.

 

--------------------------------------------------------------------------------

 

     
Termination Fee Details
  Click links for
Symetra
  TOC page
ACS
   

                                              Data Center   Year 1   Year 2  
Year 3   Year 4   Year 5   Assumptions
Actual cost to redeploy or separate Personnel until the earlier of the date ACS
is able to redeploy or 90 days after termination of the Agreement.
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     ALL TERMINATION
FEES ARE CALCULATED BASED ON TERMINATION IN MONTH 6 OF THE RESPECTIVE CONTRACT
YEAR
Actual cost of terminating Third-Party contracts that are required to be
terminated as a result of termination of the Services
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Actual portion of un-depreciated hardware expenses not yet recovered or
discharged by ACS for hardware acquired, which is used solely to provide the
Services under the Agreement
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Unamortized license Fees for license Fees not yet owed and discharged by ACS,
but only for Software used solely to provide the outsourcing Services and actual
charges for license Termination Fees for such Software
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Overhead costs (e.g., payroll taxes, rent)
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Administrative expenses — salary costs of people not charging directly for tower
Services ((e.g., backoffice support, external Services costs (e.g., legal
expenses, notary fees))
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Actual portion of unrecovered un-depreciated equipment expenses not yet owed and
discharged by ACS, but only for equipment acquired and used solely to provide
the outsourcing Services
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     N/A - Included in
category above
Unrecovered start-up and transition expenses
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Mark-up margin total that ACS will apply to actual termination costs
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Total
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      

                                              Distributed Computing   Year 1  
Year 2   Year 3   Year 4   Year 5   Assumptions
Actual cost to redeploy or separate Personnel until the earlier of the date ACS
is able to redeploy or 90 days after termination of the Agreement.
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $0
Actual cost of terminating Third-Party contracts that are required to be
terminated as a result of termination of the Services
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Actual portion of un-depreciated hardware expenses not yet recovered or
discharged by ACS for hardware acquired, which is used solely to provide the
Services under the Agreement
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Unamortized license Fees for license Fees not yet owed and discharged by ACS,
but only for Software used solely to provide the outsourcing Services and actual
charges for license Termination Fees for such Software
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Overhead costs (e.g., payroll taxes, rent)
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Administrative expenses — salary costs of people not charging directly for tower
Services ((e.g., backoffice support, external Services costs (e.g., legal
expenses, notary fees))
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Actual portion of unrecovered un-depreciated equipment expenses not yet owed and
discharged by ACS, but only for equipment acquired and used solely to provide
the outsourcing Services
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     N/A - Included in
category above
Unrecovered start-up and transition expenses
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Mark-up margin total that ACS will apply to actual termination costs
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Total
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      

                                              Data Network   Year 1   Year 2  
Year 3   Year 4   Year 5   Assumptions
Actual cost to redeploy or separate Personnel until the earlier of the date ACS
is able to redeploy or 90 days after termination of the Agreement.
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $0
Actual cost of terminating Third-Party contracts that are required to be
terminated as a result of termination of the Services
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Actual portion of un-depreciated hardware expenses not yet recovered or
discharged by ACS for hardware acquired, which is used solely to provide the
Services under the Agreement
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Unamortized license Fees for license Fees not yet owed and discharged by ACS,
but only for Software used solely to provide the outsourcing Services and actual
charges for license Termination Fees for such Software
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Overhead costs (e.g., payroll taxes, rent)
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Administrative expenses — salary costs of people not charging directly for tower
Services ((e.g., backoffice support, external Services costs (e.g., legal
expenses, notary fees))
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Actual portion of unrecovered un-depreciated equipment expenses not yet owed and
discharged by ACS, but only for equipment acquired and used solely to provide
the outsourcing Services
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     N/A - Included in
category above
Unrecovered start-up and transition expenses
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Mark-up margin total that ACS will apply to actual termination costs
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Total
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      

                                              Help Desk   Year 1   Year 2   Year
3   Year 4   Year 5   Assumptions
Actual cost to redeploy or separate Personnel until the earlier of the date ACS
is able to redeploy or 90 days after termination of the Agreement.
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     $0
Actual cost of terminating Third-Party contracts that are required to be
terminated as a result of termination of the Services
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Actual portion of un-depreciated hardware expenses not yet recovered or
discharged by ACS for hardware acquired, which is used solely to provide the
Services under the Agreement
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Unamortized license Fees for license Fees not yet owed and discharged by ACS,
but only for Software used solely to provide the outsourcing Services and actual
charges for license Termination Fees for such Software
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Overhead costs (e.g., payroll taxes, rent)
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Administrative expenses — salary costs of people not charging directly for tower
Services ((e.g., backoffice support, external Services costs (e.g., legal
expenses, notary fees))
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Actual portion of unrecovered un-depreciated equipment expenses not yet owed and
discharged by ACS, but only for equipment acquired and used solely to provide
the outsourcing Services
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]     N/A - Included in
category above
Unrecovered start-up and transition expenses
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Mark-up margin total that ACS will apply to actual termination costs
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Total
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      

                                              Voice Communications   Year 1  
Year 2   Year 3   Year 4   Year 5   Assumptions
Actual cost to redeploy or separate Personnel until the earlier of the date ACS
is able to redeploy or 90 days after termination of the Agreement.
  $ —     $ —     $ —     $ —     $ —     Included in Data Network
Actual cost of terminating Third-Party contracts that are required to be
terminated as a result of termination of the Services
  $ —     $ —     $ —     $ —     $ —     Included in Data Network
Actual portion of un-depreciated hardware expenses not yet recovered or
discharged by ACS for hardware acquired, which is used solely to provide the
Services under the Agreement
  $ —     $ —     $ —     $ —     $ —     Included in Data Network
Unamortized license Fees for license Fees not yet owed and discharged by ACS,
but only for Software used solely to provide the outsourcing Services and actual
charges for license Termination Fees for such Software
  $ —     $ —     $ —     $ —     $ —     Included in Data Network
Overhead costs (e.g., payroll taxes, rent)
  $ —     $ —     $ —     $ —     $ —     Included in Data Network
Administrative expenses — salary costs of people not charging directly for tower
Services ((e.g., backoffice support, external Services costs (e.g., legal
expenses, notary fees))
  $ —     $ —     $ —     $ —     $ —     Included in Data Network
Actual portion of unrecovered un-depreciated equipment expenses not yet owed and
discharged by ACS, but only for equipment acquired and used solely to provide
the outsourcing Services
  $ —     $ —     $ —     $ —     $ —     Included in Data Network
Unrecovered start-up and transition expenses
  $ —     $ —     $ —     $ —     $ —     Included in Data Network
Mark-up margin total that ACS will apply to actual termination costs
  $ —     $ —     $ —     $ —     $ —     Included in Data Network
Total
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      

                                              Output Processing   Year 1   Year
2   Year 3   Year 4   Year 5   Assumptions
Actual cost to redeploy or separate Personnel until the earlier of the date ACS
is able to redeploy or 90 days after termination of the Agreement.
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Actual cost of terminating Third-Party contracts that are required to be
terminated as a result of termination of the Services
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Actual portion of un-depreciated hardware expenses not yet recovered or
discharged by ACS for hardware acquired, which is used solely to provide the
Services under the Agreement
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Unamortized license Fees for license Fees not yet owed and discharged by ACS,
but only for Software used solely to provide the outsourcing Services and actual
charges for license Termination Fees for such Software
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Overhead costs (e.g., payroll taxes, rent)
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Administrative expenses — salary costs of people not charging directly for tower
Services ((e.g., backoffice support, external Services costs (e.g., legal
expenses, notary fees))
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Actual portion of unrecovered un-depreciated equipment expenses not yet owed and
discharged by ACS, but only for equipment acquired and used solely to provide
the outsourcing Services
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Unrecovered start-up and transition expenses
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Mark-up margin total that ACS will apply to actual termination costs
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Total
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      

                                              Content Management   Year 1   Year
2   Year 3   Year 4   Year 5   Assumptions
Actual cost to redeploy or separate Personnel until the earlier of the date ACS
is able to redeploy or 90 days after termination of the Agreement.
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Actual cost of terminating Third-Party contracts that are required to be
terminated as a result of termination of the Services
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Actual portion of un-depreciated hardware expenses not yet recovered or
discharged by ACS for hardware acquired, which is used solely to provide the
Services under the Agreement
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Unamortized license Fees for license Fees not yet owed and discharged by ACS,
but only for Software used solely to provide the outsourcing Services and actual
charges for license Termination Fees for such Software
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Overhead costs (e.g., payroll taxes, rent)
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Administrative expenses — salary costs of people not charging directly for tower
Services ((e.g., backoffice support, external Services costs (e.g., legal
expenses, notary fees))
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Actual portion of unrecovered un-depreciated equipment expenses not yet owed and
discharged by ACS, but only for equipment acquired and used solely to provide
the outsourcing Services
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Unrecovered start-up and transition expenses
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Mark-up margin total that ACS will apply to actual termination costs
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      
Total
  $ [***]     $ [***]     $ [***]     $ [***]     $ [***]      

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.

 

--------------------------------------------------------------------------------

 

Assumptions

     
Pricing Assumptions
  Click links for
Symetra
  TOC page
ACS
   

ASSUMPTIONS (State all assumptions upon which its pricing is being determined).
Insert as many lines as necessary to ensure all assumptions are accurately
expressed.

          Data Center Recurring Pricing Assumptions
1
  This service contract is for 5 plus 2 optional years, beginning on Aug 1, 2009
which is the date of steady-state service commencement.
 
   
2
  Monthly Datacenter Benchmark Credit of [***] has been reflected in Server,
Storage, and Mainframe rate reductions.
 
   
3
  Pricing assumes no sales tax on our price to the customer.
 
   
6
  Annual DR test included in DR monthly fees.
 
   
8
  Employee Count will be determined by the number of users from Symetra HR.
 
   
10
  Pricing assumes transformed environment with aggressive virtualization over a
9 month transformation period beginning at contract Re-Instatement date. Any
adjustments to solution may affect pricing.
 
   
11
  Physical DBA support only on Application/database servers.
 
   
12
  Email encryption is included in base price.
 
   
14
  RSA tokens managed are 559. Renewal of RSA tokens is included in account
management line item.
 
   
20
  Filenet Application Services line item represents application support labor
(3.4 FTEs). The labor -pricing has increased due to majority of on-shore, highly
skilled resources who support this critical application. This BAFO pricing
reflects a steady state operational support level.
 
   
21
  Physical DBA administration includes installation, patching,
upgrades/migrations to new releases, backup methodology, restores either to
development/test databases. In addition, ACS’ DBA team provides performance
tuning of the production databases, running SQL traces, and uses tools to
analyze server CPU, I/O, and cache buffers. ACS implements database objects such
as adding triggers, stored procedures, columns, indexes and user passwords as
required. ACS also monitors space use, plan for capacity changes, and physical
placement of data files.
 
   
22
  The MIP rate includes MF services and storage and tape associated with
operating system.
 
   
23
  Tier 1 storage is application allocated Symetra storage.
 
   
25
  DR services excludes non-production Servers
 
   
28
  VM Lab Manager included in base 3 Host Servers, 1 Lifecycle manager.
 
   
29
  No RRC rate for Active CPU Slot unit of measure due to SW license limitation
for VM Lab Manager and VM Lifecycle Manager.
 
   
30
  ORACLE Core ID 25,000 licenses included in base. Ongoing maintenance is
Symetra’s financial responsiblity.
 
   
31
  Cost of re-purposed servers for Lab Manager rates are included in the Lab
Manager rates and do not include refresh. In the event Symetra request refresh
for lab manager host servers, ACS and Symetra will work on rates to meet the
requirement.
 
   
32
  Project Pool is based on a blended rate of [***] times 100 hours and will be
funded as a fixed pool of [***] monthly to be charged against the rate card
rates.

          Distributed Computing Recurring Pricing Assumptions
1
  Backup of desktops not included.
 
   
2
   
 
   
3
   
 
   
4
   
 
   
5
   
 
   
6
   
 
   
7
   
 
   
8
   
 
   
9
   
 
   
10
   
 
   
11
   
 
   
12
   
 
   
13
   
 
   
14
   
 
   
15
   

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.

 

--------------------------------------------------------------------------------

 

Assumptions

          Data Network Recurring Pricing Assumptions
1
  Pass-through monthly unit charges based on April 2009 charges from Sprint
 
   
2
   
 
   
3
   
 
   
4
   
 
   
5
   
 
   
6
   
 
   
7
   
 
   
8
   
 
   
9
   
 
   
10
   
 
   
11
   
 
   
12
   
 
   
13
   
 
   
14
   
 
   
15
   

          Help Desk Assumptions
1
  Pricing assumes that VIP support for the help desk includes no more than 10%
of the overall user base and/or incident volumes.
 
   
2
  ACS pricing is based on avg call volume of 1.3 calls per user per month. SLA
relief will be granted when call volume exceeds 1.5 calls per user per month.
 
   
3
  Novell Identity Manager 3.6 & Prior 1-User License includes User Application
with Search, whitepages and password reset as well as integration with
eDirectory, LDAP, AD, Groupwise, Exchange, Notes
 
   
4
   
 
   
5
   
 
   
6
   
 
   
7
   
 
   
8
   
 
   
9
   
 
   
10
   
 
   
11
   
 
   
12
   
 
   
13
   
 
   
14
   
 
   
15
   

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.

 

--------------------------------------------------------------------------------

 

Assumptions

          Voice Communications Assumptions
1
  Monthly pass-through telecom charges based on 12-month average of fees
charged. These are the total telecom charges including a [***] markup for voice
long distance charges. Data network charges are included in the Data Network
tower.
 
   
2
   
 
   
3
   
 
   
4
   
 
   
5
   
 
   
6
   
 
   
7
   
 
   
8
   
 
   
9
   
 
   
10
   
 
   
11
   
 
   
12
   
 
   
13
   
 
   
14
   
 
   
15
   

          Output Processing Assumptions
3
  ACS provides printer supplies (i.e., toner and paper) for print at Bellevue
and Symetra provides check printing paper.
 
   
4
  Print Programming is based on a Bowne labor rate of [***] times 208 hours and
will be funded as a fixed pool of [***] monthly to be charged against the rate
card rates.
 
   
5
   
 
   
6
   
 
   
7
   
 
   
8
   
 
   
9
   
 
   
10
   
 
   
11
   
 
   
12
   
 
   
13
   
 
   
14
   
 
   
15
   

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.

 

--------------------------------------------------------------------------------

 

Assumptions

          Content Management Assumptions
1
  The line item for “Microfiche Conversion Scanning” is the additional cost
associated with the capture of an image from microfiche. In a current typical
request, to create images from a microfiche, Symetra would be billed the
following:  
 
  1.   “Microfiche Conversion Request” to manually find the microfiche by the
Symetra provided policy number  
 
  2.   “Electronic Image” to create the image  
 
  3.   “Microfiche Conversion Scanning” to cover the additional effort to
capture images on the microfiche
 
   
 
  To avoid future confusion, ACS has adjusted the description and amount for Row
10 — it is now described as “Microfiche Conversion Scanning and Imaging” at a
rate of [***] which combines the previously separated values.
 
   
2
  The “Chase Application Data Capture” SOW is not currently included in the
pricing. It will be billed under the terms of the SOW until Symetra and ACS
reach an agreement as to how to reflect it otherwise.
 
   
3
   
 
   
4
   
 
   
5
   
 
   
6
   
 
   
7
   
 
   
8
   
 
   
9
   
 
   
10
   
 
   
11
   
 
   
12
   
 
   
13
   
 
   
14
   
 
   
15
   

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.

 

--------------------------------------------------------------------------------

 

Data Center
Pass-through Charges (Third-party provided products, services, and/or project
expenses)

                                              Monthly             Pass-Through
Description & Vendor   Unit of Measure   Unit Price           Monthly Total
IBM Websphere Application Server SW Maintenance SA-06-025
    [***]       [***]               [***]  
VMWare Host and Instance suppoort SA-06-026
    [***]       [***]               [***]  
Email Archive management SA-07-035
    [***]       [***]               [***]  
Manage User Groups SA-07-035
    [***]       [***]               [***]  
Managed Transport (FTP) physical windows server SA-08-0021
    [***]       [***]               [***]  
 
                  MONTHLY TOTAL PASS-THROUGH FEE     [***]  
 
                  ANNUAL PASS-THROUGH FEE     [***]  

Data Center P8
Pass-through Charges (Third-party provided products, services, and/or project
expenses)

                                              Monthly             Pass-Through
Description & Vendor   Unit of Measure   Unit Price           Monthly Total
Filenet Software Maintenance
    1       [***]               [***]  
 
                  MONTHLY TOTAL PASS-THROUGH FEE     [***]  
 
                  ANNUAL PASS-THROUGH FEE     [***]  

Data Network
Pass-through Charges (Third-party provided products, services, and/or project
expenses)

                                              Monthly             Pass-Through
Description & Vendor   Unit of Measure   Unit Price           Monthly Total
Telecom Data Charges (Circuits Cincinnati OH.) — Sprint
    [***]       [***]               [***]  
Telecom Data Charges (Circuits Itasca IL..) — Sprint
    [***]       [***]               [***]  
Telecom Data Charges (Circuits Miami FL.) — Sprint
    [***]       [***]               [***]  
Telecom Data Charges (Circuits Norcross GA.) — Sprint
    [***]       [***]               [***]  
Telecom Data Charges (Circuits Plano TX.) — Sprint
    [***]       [***]               [***]  
Telecom Data Charges (Circuits South Windsor CT.) — Sprint
    [***]       [***]               [***]  
Telecom Additional Data Circuits (see “Voice-Data Breakdown” sheet)
    [***]       [***]               [***]  
Output T1 (Dallas)
    [***]       [***]               [***]  
Sungard Disaster Recovery Circuit
    [***]       [***]               [***]  
 
                  MONTHLY TOTAL PASS-THROUGH FEE     [***]  
 
                  ANNUAL PASS-THROUGH FEE     [***]  

Distributed Computing
Pass-through Charges (Third-party provided products, services, and/or project
expenses)

                                              Monthly             Pass-Through
Description & Vendor   Unit of Measure   Unit Price           Monthly Total
None
                               
 
                  MONTHLY TOTAL PASS-THROUGH FEE     [***]  
 
                  ANNUAL PASS-THROUGH FEE     [***]  

Help Desk
Pass-through Charges (Third-party provided products, services, and/or project
expenses)

                                              Monthly             Pass-Through
Description & Vendor   Unit of Measure   Unit Price           Monthly Total
Symetra Remedy User Licenses
                               
Fixed user Remedy licenses
    [***]     $ [***]               [***]  
Novell ID Management Licenses
    [***]     $ [***]               [***]  
Other (specify in Comments)
                            [***]  
 
                  MONTHLY TOTAL PASS-THROUGH FEE     [***]  
 
                  ANNUAL PASS-THROUGH FEE     [***]  

Voice Communications
Pass-through Charges (Third-party provided products, services, and/or project
expenses)

                                              Monthly             Pass-Through
Description & Vendor   Unit of Measure   Unit Price           Monthly Total
See separate tab “Voice-Data Breakdown”
    [***]       [***]               [***]  
Avaya Maintenance (Based on FY09 average monthly costs)
    [***]       [***]               [***]  
 
                  MONTHLY TOTAL PASS-THROUGH FEE     [***]  
 
                  ANNUAL PASS-THROUGH FEE     [***]  

Output Processing
Pass-through Charges (Third-party provided products, services, and/or project
expenses)

                                              Monthly             Pass-Through
Description & Vendor   Unit of Measure   Unit Price           Monthly Total
Postage — Bowne (Based on FY09 average monthly costs)
    [***]       [***]               [***]  
USPS Presort
    [***]       [***]               [***]  
 
                  MONTHLY TOTAL PASS-THROUGH FEE     [***]  
 
                  ANNUAL PASS-THROUGH FEE     [***]  

Content Management
Pass-through Charges (Third-party provided products, services, and/or project
expenses)

                                              Monthly             Pass-Through
Description & Vendor   Unit of Measure   Unit Price           Monthly Total
None
    [***]       [***]               [***]  
 
                  MONTHLY TOTAL PASS-THROUGH FEE     [***]  
 
                  ANNUAL PASS-THROUGH FEE     [***]  

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.

 

--------------------------------------------------------------------------------

 

     

                                                                      Location  
Voice or Data   Remote Worker   Account Number   Invoice Number   Inventory Type
  Inventory Item   Total   Street 1   City   State   Invoice Date   BTN  
Carrier
[***]
  Data   [***]     13154295       131542950409     CIRCUIT     3839100974    
[***]   [***]   CINCINNATI   OH   4/7/2009           SPRINT
[***]
  Data   [***]     13154295       131542950409     CIRCUIT     3820600281    
[***]   [***]   ITASCA   IL   4/7/2009           SPRINT
[***]
  Data   [***]     13154295       131542950409     CIRCUIT     3843601180    
[***]   [***]   MIAMI   FL   4/7/2009           SPRINT
[***]
  Data   [***]     13154295       131542950409     CIRCUIT     3844500713    
[***]   [***]   NORCROSS   GA   4/7/2009           SPRINT
[***]
  Data   [***]     13154295       131542950409     CIRCUIT     3851301160    
[***]   [***]   PLANO   TX   4/7/2009           SPRINT
[***]
  Data   [***]     13154295       131542950409     CIRCUIT     3876500069    
[***]   [***]   SOUTH WINDSOR   CT   4/7/2009           SPRINT
[***]
  Data   [***]     510840       5108400409     CIRCUIT   PLHIGL452309   [***]  
[***]   BELLEVUE   WA   4/8/2009     2253922     Integra Telecom
[***]
  Data   [***]     80024373393       800243733930409     CIRCUIT   DHEC295933100
  [***]   [***]   BELLEVUE   WA   4/1/2009           AT&T
[***]
  Data   [***]     80024373393       800243733930409     CIRCUIT   DHEC295933200
  [***]   [***]   BELLEVUE   WA   4/1/2009           AT&T
[***]
  Data   [***]     80024373393       800243733930409     CIRCUIT  
DHEC2959933300   [***]   [***]   BELLEVUE   WA   4/1/2009           AT&T
[***]
  Data   [***]     80024373393       800243733930409     CIRCUIT   DHEC799999600
  [***]   [***]   BELLEVUE   WA   4/1/2009           AT&T
[***]
  Data   [***]     80024373393       800243733930409     CIRCUIT   DHEC799999700
  [***]   [***]   BELLEVUE   WA   4/1/2009           AT&T
[***]
  Data   [***]     80024373393       800243733930409     CIRCUIT   KZET295933124
  [***]   [***]   BELLEVUE   WA   4/1/2009           AT&T
[***]
  Data   [***]     80024373393       800243733930409     CIRCUIT   KZET295933224
  [***]   [***]   BELLEVUE   WA   4/1/2009           AT&T
[***]
  Data   [***]     80024373393       800243733930409     CIRCUIT   KZET309437624
  [***]   [***]   BELLEVUE   WA   4/1/2009           AT&T
[***]
  Data   [***]     80024373393       800243733930409     CIRCUIT   KZET309507724
  [***]   [***]   BELLEVUE   WA   4/1/2009           AT&T
[***]
  Data   [***]     80024373393       800243733930409     CIRCUIT   KZET585540324
  [***]   [***]   BELLEVUE   WA   4/1/2009           AT&T
[***]
  Data   [***]     206T512856       206T5128560306     TRUNK     206t512856    
[***]   [***]   BELLEVUE   WA   3/23/2009     206t512856     QWEST
[***]
  Data   [***]     206T512856       206T5128560409     TRUNK     206t512856    
[***]   [***]   BELLEVUE   WA   4/23/2009     206t512856     QWEST
[***]
  Data   [***]     206T512857       206T5128570309     TRUNK     206t512857    
[***]   [***]   BELLEVUE   WA   3/23/2009     206t512857     QWEST
[***]
  Data   [***]     206T512857       206T5128570409     TRUNK     206t512857    
[***]   [***]   BELLEVUE   WA   4/23/2009     206t512857     QWEST
[***]
  Data   [***]     13154295       131542950409     CIRCUIT     3839701066    
[***]   [***]   BETHEL PARK   PA   4/7/2009           SPRINT
[***]
  Data   [***]     259930       2599300409     CIRCUIT   60KDGS100946TW   [***]
  [***]   HILLSBORO   OR   4/15/2009           tw telecom
[***]
  Data   [***]     13154295       131542950409     CIRCUIT     3818100781    
[***]   [***]   HILLSBORO   OR   4/7/2009           SPRINT
[***]
  Data   [***]     13154295       131542950409     CIRCUIT     3818300018    
[***]   [***]   HILLSBORO   OR   4/7/2009           SPRINT
[***]
  Data   [***]     000831582763       0008315827630409     CIRCUIT  
LDPL000005510674672   [***]   [***]   HILLSBORO   OR   4/16/2009    
000831582763     VERIZON
[***]
  Data   [***]     831582763       0008315827630409     CIRCUIT  
LDPL000005510674672   [***]   [***]   HILLSBORO   OR   4/16/2009    
000831582763     VERIZON
[***]
  Data   [***]     925418070       9254180700409     CIRCUIT     66654998    
[***]   [***]   HILLSBORO   OR   4/2/2009           SPRINT
[***]
  Data   [***]     80024340152       800243401520409     CIRCUIT   DHEC155915  
[***]   [***]   HILLSBORO   OR   3/1/2009           AT&T
[***]
  Data   [***]     Y2110147       Y21101470409     CIRCUIT     U149695     [***]
  [***]   HILLSBORO   OR   4/10/2009           MCI
[***]
  Data   [***]     13154295       131542950409     CIRCUIT     3883300190    
[***]   [***]   INDIANAPOLIS   IN   4/7/2009           SPRINT
[***]
  Data   [***]     13154295       131542950409     CIRCUIT     3834800878    
[***]   [***]   LONDON   KY   4/7/2009           SPRINT
[***]
  Data   [***]     13154295       131542950409     CIRCUIT     3891500102    
[***]   [***]   MIAMI   FL   4/7/2009           SPRINT
[***]
  Data   [***]     13154295       131542950409     CIRCUIT     3836201199    
[***]   [***]   SOUTH WINDSOR   CT   4/7/2009           SPRINT
[***]
  DATA   [***]                               [***]   [***]                      
 
[***]
      [***]                               [***]   [***]                        
[***]
  Voice   [***]     5123741317       51237413170409     LINE     5123741317    
[***]   [***]   AUSTIN   TX   4/15/2009     5123741317     AT&T
[***]
  Voice   [***]     10009524678       100095246780409     LINE     5123741317  
  [***]   [***]   AUSTIN   TX   4/1/2009     5123741317     AT&T
[***]
  Voice   [***]     8143551770       81435517700309     LINE     8143551770    
[***]   [***]   BELLEFONTE   PA   3/22/2009     8143551770     VERIZON
[***]
  Voice   [***]     8143551770       81435517700409     LINE     8143551770    
[***]   [***]   BELLEFONTE   PA   4/22/2009     8143551770     VERIZON
[***]
  Voice   [***]     5068768167       50687681670409     CALLING CARD    
5031776869     [***]   [***]   BELLEVUE   WA   4/4/2009           AT&T
[***]
  Voice   [***]     5068768167       50687681670409     CALLING CARD    
8401362967     [***]   [***]   BELLEVUE   WA   4/4/2009           AT&T
[***]
  Voice   [***]     5068768167       50687681670409     CALLING CARD    
8401693297     [***]   [***]   BELLEVUE   WA   4/4/2009           AT&T
[***]
  Voice   [***]     5068768167       50687681670409     CALLING CARD    
8401745084     [***]   [***]   BELLEVUE   WA   4/4/2009           AT&T
[***]
  Voice   [***]     5068768167       50687681670409     CALLING CARD    
8410158298     [***]   [***]   BELLEVUE   WA   4/4/2009           AT&T
[***]
  Voice   [***]     5068768167       50687681670409     CALLING CARD    
8660118765     [***]   [***]   BELLEVUE   WA   4/4/2009           AT&T
[***]
  Voice   [***]     6103631255       61036312550409     LINE     6103631255    
[***]   [***]   BELLEVUE   WA   4/13/2009           VERIZON
[***]
  Voice   [***]     10009524678       100095246780409     LINE     4252568000  
  [***]   [***]   BELLEVUE   WA   4/1/2009     4252568000     AT&T
[***]
  Voice   [***]     10009524678       100095246780409     LINE     4254550722  
  [***]   [***]   BELLEVUE   WA   4/1/2009           AT&T
[***]
  Voice   [***]     10009524678       100095246780409     LINE     6103631255  
  [***]   [***]   BELLEVUE   WA   4/1/2009           AT&T
[***]
  Voice   [***]     10009524678       100095246780409     LINE     4254838791  
  [***]   [***]   Bothell   WA   4/1/2009           AT&T
[***]
  Voice   [***]     3034690364       30346903640409     LINE     3034690364    
[***]   [***]   Broomfield   CO   4/7/2009           QWEST
[***]
  Voice   [***]     10009524678       100095246780409     LINE     3034690364  
  [***]   [***]   Broomfield   CO   4/1/2009           AT&T
[***]
  Voice   [***]     10009524678       100095246780409     LINE     7344339124  
  [***]   [***]   Chelsea   MI   4/1/2009     7344339124     AT&T
[***]
  Voice   [***]     5135283043       51352830430309     LINE     5135283043    
[***]   [***]   CINCINNATI   OH   3/22/2009           CINCINNATI BELL
[***]
  Voice   [***]     5135283043       51352830430409     LINE     5135283043    
[***]   [***]   CINCINNATI   OH   4/22/2009           CINCINNATI BELL
[***]
  Voice   [***]     5135283900       51352839000309     LINE     5135283900    
[***]   [***]   CINCINNATI   OH   3/22/2009     5135283900     CINCINNATI BELL
[***]
  Voice   [***]     5135283900       51352839000409     LINE     5135283900    
[***]   [***]   CINCINNATI   OH   4/22/2009     5135283900     CINCINNATI BELL
[***]
  Voice   [***]     10009524678       100095246780409     LINE     5135281382  
  [***]   [***]   CINCINNATI   OH   4/1/2009     5135281382     AT&T
[***]
  Voice   [***]     10009524678       100095246780409     LINE     5135283900  
  [***]   [***]   CINCINNATI   OH   4/1/2009     5135283900     AT&T
[***]
  Voice   [***]     7167419291       71674192910409     LINE     7167419291    
[***]   [***]   Clarence   NY   4/10/2009     7167419291     VERIZON
[***]
  Voice   [***]     7048940007       70489400070309     LINE     7048940007    
[***]   [***]   Cornelius   NC   3/20/2009     7048940007     AT&T
[***]
  Voice   [***]     7048940007       70489400070409     LINE     7048940007    
[***]   [***]   Cornelius   NC   4/20/2009     7048940007     AT&T
[***]
  Voice   [***]     2539129524       25391295240309     LINE     2539129524    
[***]   [***]   DUPONT   WA   3/8/2009     2539129524     QWEST
[***]
  Voice   [***]     10009524678       100095246780409     LINE     2539129524  
  [***]   [***]   DUPONT   WA   4/1/2009     2539129524     AT&T
[***]
  Voice   [***]     206Z220457       206Z2204570309     LINE     2539129524    
[***]   [***]   DUPONT   WA   3/22/2009     2539129524     QWEST
[***]
  Voice   [***]     5036246406       50362464060409     LINE     5036246406    
[***]   [***]   Durham   OR   4/16/2009     5036246406     VERIZON
[***]
  Voice   [***]     10009524678       100095246780409     LINE     5036246406  
  [***]   [***]   Durham   OR   4/1/2009     5036246406     AT&T
[***]
  Voice   [***]     206Z220457       206Z2204570309     LINE     2539521183    
[***]   [***]   Edgewood   WA   3/22/2009     2539521183810     QWEST
[***]
  Voice   [***]     100084650701       1000846507010409     LINE     6183075369
    [***]   [***]   EDWARDSVILLE   IL   4/16/2009     6183075369     CHARTER
COMMUNICATIONS
[***]
  Voice   [***]     6103636771       61036367710409     LINE     6103636771    
[***]   [***]   EXTON   PA   4/13/2009           VERIZON
[***]
  Voice   [***]     10009524678       100095246780409     LINE     8014510325  
  [***]   [***]   Farmington   UT   4/1/2009           AT&T
[***]
  Voice   [***]     000695965763       0006959657630409     LINE     4345256470
    [***]   [***]   FOREST   VA   4/1/2009     4345256470     VERIZON
[***]
  Voice   [***]     8175603517       81756035170409     LINE     8175603517    
[***]   [***]   FORTH WORTH   TX   4/13/2009     8175603517     AT&T
[***]
  Voice   [***]     6302081758     6302081758Rebate   LINE     6302081758    
[***]   [***]   Geneva   IL   2/10/2009     6302081758     AT&T
[***]
  Voice   [***]     6302081758     6302081758Rebate   LINE     6302081759    
[***]   [***]   Geneva   IL   2/10/2009     6302081758     AT&T
[***]
  Voice   [***]     6302081758     6302081758Rebate   LINE     6302081763    
[***]   [***]   Geneva   IL   2/10/2009     6302081758     AT&T
[***]
  Voice   [***]     7022601924       70226019240409     LINE     7022601924    
[***]   [***]   HENDERSON   NV   4/3/2009     7022601924     EMBARQ
[***]
  Voice   [***]     10009524678       100095246780409     LINE     7022601924  
  [***]   [***]   HENDERSON   NV   4/1/2009     7022601924     AT&T
[***]
  Voice   [***]     8282940368       82829403680409     LINE     8282940368    
[***]   [***]   Hickory   NC   4/10/2009     8282940368     EMBARQ
[***]
  Voice   [***]     10009524678       100095246780409     LINE     8282940368  
  [***]   [***]   Hickory   NC   4/1/2009     8282940368     AT&T
[***]
  Voice   [***]     2818557078       28185570780409     LINE     2818557078    
[***]   [***]   HOUSTON   TX   4/13/2009     2818557078     AT&T
[***]
  Voice   [***]     2819709843       28197098430309     LINE     2819709843    
[***]   [***]   Houston   TX   3/19/2009     2819709843     AT&T
[***]
  Voice   [***]     10009524678       100095246780409     LINE     2819709843  
  [***]   [***]   Houston   TX   4/1/2009     2819709843     AT&T
[***]
  Voice   [***]     10009524678       100095246780409     LINE     2818557078  
  [***]   [***]   HOUSTON   TX   4/1/2009     2818557078     AT&T
[***]
  Voice   [***]     6302500621       63025006210409     LINE     6302500621    
[***]   [***]   ITASCA   IL   4/1/2009     6302500621     AT&T
[***]
  Voice   [***]     6302501345       63025013450409     LINE     6302501345    
[***]   [***]   ITASCA   IL   4/1/2009           AT&T
[***]
  Voice   [***]     10009524678       100095246780409     LINE     6302500245  
  [***]   [***]   ITASCA   IL   4/1/2009     6302500245     AT&T
[***]
  Voice   [***]     10009524678       100095246780409     LINE     6302500621  
  [***]   [***]   ITASCA   IL   4/1/2009     6302500621     AT&T

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.

 

--------------------------------------------------------------------------------

 

     

                                                                      Location  
Voice or Data   Remote Worker   Account Number   Invoice Number   Inventory Type
  Inventory Item   Total   Street 1   City   State   Invoice Date   BTN  
Carrier
[***]
  Voice   [***]     9047459892       90474598920409     LINE     9047459892    
[***]   [***]   JACKSONVILLE   FL   4/14/2009     9047459892     AT&T
[***]
  Voice   [***]     10009524678       100095246780409     LINE     9047459892  
  [***]   [***]   JACKSONVILLE   FL   4/1/2009     9047459892     AT&T
[***]
  Voice   [***]     8165257713       81652577130409     LINE     8165257713    
[***]   [***]   LEES SUMMIT   MI   4/3/2009     8165257713     AT&T
[***]
  Voice   [***]     8165257713       81652577130409     LINE     8165257714    
[***]   [***]   LEES SUMMIT   MI   4/3/2009     8165257713     AT&T
[***]
  Voice   [***]     10009524678       100095246780409     LINE     5098915351  
  [***]   [***]   LIBERTY LAKE   WA   4/1/2009     5098915351     AT&T
[***]
  Voice   [***]     206Z220457       206Z2204570309     LINE     5098915351    
[***]   [***]   LIBERTY LAKE   WA   3/22/2009     5098915351     QWEST
[***]
  Voice   [***]     8479400760       84794007600309     LINE     8479400760    
[***]   [***]   LINCOLNSHIRE   IL   3/28/2009     8479400760     AT&T
[***]
  Voice   [***]     10009524678       100095246780409     LINE     8479400760  
  [***]   [***]   LINCOLNSHIRE   IL   4/1/2009     8479400760     AT&T
[***]
  Voice   [***]     5094660743       50946607430309     LINE     5094660743    
[***]   [***]   MASON   OH   3/11/2009     5094660743     QWEST
[***]
  Voice   [***]     10009524678       100095246780409     LINE     5094660743  
  [***]   [***]   MASON   OH   4/1/2009     5094660743     AT&T
[***]
  Voice   [***]     206Z220457       206Z2204570309     LINE     5094660743    
[***]   [***]   MASON   OH   3/22/2009     5094660743     QWEST
[***]
  Voice   [***]     3053830898       30538308980409     LINE     3053830898    
[***]   [***]   MIAMI   FL   4/14/2009     3053830898     AT&T
[***]
  Voice   [***]     10009524678       100095246780409     LINE     3053830898  
  [***]   [***]   MIAMI   FL   4/1/2009     3053830898     AT&T
[***]
  Voice   [***]     9706263345       97062633450409     LINE     9706263345    
[***]   [***]   MONTROSE   CO   4/16/2009     9706263345     QWEST
[***]
  Voice   [***]     10009524678       100095246780409     LINE     9706263345  
  [***]   [***]   MONTROSE   CO   4/1/2009     9706263345     AT&T
[***]
  Voice   [***]     4357871112       43578711120409     LINE     4357871112    
[***]   [***]   NIBLEY   UT   4/16/2009     4357871112     QWEST
[***]
  Voice   [***]     10009524678       100095246780409     LINE     4357871112  
  [***]   [***]   NIBLEY   UT   4/1/2009     4357871112     AT&T
[***]
  Voice   [***]     6787281550       67872815500309     LINE     6787281550    
[***]   [***]   NORCROSS   GA   3/22/2009     6787281540     AT&T
[***]
  Voice   [***]     6787281550       67872815500409     LINE     6787281550    
[***]   [***]   NORCROSS   GA   4/22/2009     6787281540     AT&T
[***]
  Voice   [***]     7705821208       77058212080309     LINE     7705821208    
[***]   [***]   NORCROSS   GA   3/25/2009           AT&T
[***]
  Voice   [***]     10009524678       100095246780409     LINE     4258889473  
  [***]   [***]   NORCROSS   GA   4/1/2009     4258889473     AT&T
[***]
  Voice   [***]     10009524678       100095246780409     LINE     6787281540  
  [***]   [***]   NORCROSS   GA   4/1/2009           AT&T
[***]
  Voice   [***]     5037229635       50372296350309     LINE     5037229635    
[***]   [***]   OREGON CITY   OR   3/16/2009     5037229635     QWEST
[***]
  Voice   [***]     10009524678       100095246780409     LINE     5037229635  
  [***]   [***]   OREGON CITY   OR   4/1/2009     5037229635     AT&T
[***]
  Voice   [***]     503Z220305       503Z2203050309     LINE     5037229635    
[***]   [***]   OREGON CITY   OR   3/22/2009     5037229635     QWEST
[***]
  Voice   [***]     503Z220305       503Z2203050409     LINE     5037229635    
[***]   [***]   OREGON CITY   OR   4/22/2009     5037229635     QWEST
[***]
  Voice   [***]     4403546928       44035469280409     LINE     4403546928    
[***]   [***]   Painesville Township   OH   4/13/2009     4403546928     AT&T
[***]
  Voice   [***]     10009524678       100095246780409     LINE     4403546928  
  [***]   [***]   Painesville Township   OH   4/1/2009     4403546928     AT&T
[***]
  Voice   [***]     6263560216       62635602160309     LINE     6263560216    
[***]   [***]   Pasadena   CA   3/28/2009     6263560216     AT&T
[***]
  Voice   [***]     10009524678       100095246780409     LINE     6263560216  
  [***]   [***]   Pasadena   CA   4/1/2009     6263560216     AT&T
[***]
  Voice   [***]     9725090951       97250909510409     LINE     9725090951    
[***]   [***]   PLANO   TX   4/1/2009           VERIZON
[***]
  Voice   [***]     9726331800       97263318000309     LINE     9726331800    
[***]   [***]   PLANO   TX   3/28/2009     9726331800     VERIZON
[***]
  Voice   [***]     9726338632       97263386320409     LINE     9726338632    
[***]   [***]   PLANO   TX   4/4/2009           VERIZON
[***]
  Voice   [***]     10009524678       100095246780409     LINE     9726331800  
  [***]   [***]   PLANO   TX   4/1/2009     9726331800     AT&T
[***]
  Voice   [***]     3608953270       36089532700409     LINE     3608953270    
[***]   [***]   Port Orchard   WA   4/7/2009     3608953270     QWEST
[***]
  Voice   [***]     10009524678       100095246780409     LINE     3608953270  
  [***]   [***]   Port Orchard   WA   4/1/2009     3608953270     AT&T
[***]
  Voice   [***]     206Z220457       206Z2204570309     LINE     4252261293    
[***]   [***]   RENTON   WA   3/22/2009     4252261293     QWEST
[***]
  Voice   [***]     206Z220457       206Z2204570309     LINE     4256875850    
[***]   [***]   Renton   WA   3/22/2009     4256875850     QWEST
[***]
  Voice   [***]     5096289331       50962893310409     LINE     5096289331    
[***]   [***]   RICHLAND   WA   4/1/2009     5096289331     VERIZON NORTHWEST
[***]
  Voice   [***]     3393414807       33934148070409     LINE     3393414807    
[***]   [***]   SAN DIEGO   CA   4/7/2009           AT&T
[***]
  Voice   [***]     6192200081       61922000810409     LINE     6192200081    
[***]   [***]   SAN DIEGO   CA   4/1/2009           AT&T
[***]
  Voice   [***]     6192960486       61929604860309     LINE     6192960486    
[***]   [***]   SAN DIEGO   CA   3/14/2009           AT&T
[***]
  Voice   [***]     6192960486       61929604860409     LINE     6192960486    
[***]   [***]   SAN DIEGO   CA   4/14/2009           AT&T
[***]
  Voice   [***]     6192973156       61929731560409     LINE     6192973156    
[***]   [***]   SAN DIEGO   CA   4/19/2009     6192973156     AT&T
[***]
  Voice   [***]     10009524678       100095246780409     LINE     6192973156  
  [***]   [***]   SAN DIEGO   CA   4/1/2009     6192973156     AT&T
[***]
  Voice   [***]     7605981558     7605981558Rebate   LINE     7605981558    
[***]   [***]   San Marcos   CA   11/7/2008     7605981558109     AT&T
[***]
  Voice   [***]     206Z220457       206Z2204570309     LINE     2069323779    
[***]   [***]   SEATTLE   WA   3/22/2009     2069323779     QWEST
[***]
  Voice   [***]     4253578257       42535782570309     LINE     4253578257    
[***]   [***]   Snohomish   WA   3/19/2009     4253578257     VERIZON
[***]
  Voice   [***]     4253578257       42535782570409     LINE     4253578257    
[***]   [***]   Snohomish   WA   4/19/2009     4253578257     VERIZON
[***]
  Voice   [***]     10009524678       100095246780409     LINE     4253578257  
  [***]   [***]   Snohomish   WA   4/1/2009     4253578257     AT&T
[***]
  Voice   [***]     10009524678       100095246780409     LINE     2032674886  
  [***]   [***]   SOUTHBURY   CT   4/1/2009     2032674886     AT&T
[***]
  Voice   [***]     2032674886     2032674886Rebate   LINE     2032674886    
[***]   [***]   SOUTHBURY   CT   3/16/2009     2032674886     AT&T
[***]
  Voice   [***]     6512750172       65127501720309     LINE     6512750172    
[***]   [***]   Stillwater   MN   3/19/2009     6512750172     QWEST
[***]
  Voice   [***]     6512750172       65127501720409     LINE     6512750172    
[***]   [***]   Stillwater   MN   4/19/2009     6512750172     QWEST
[***]
  Voice   [***]     18501178642602       1786426020409     LINE     6232439406  
  [***]   [***]   Tolleson   AZ   4/4/2009     6232439406     COX COMMUNICATION
[***]
  Voice   [***]     2087349256       20873492560309     LINE     2087349256    
[***]   [***]   Twin Falls   ID   3/25/2009     2087349256     QWEST
[***]
  Voice   [***]     10009524678       100095246780409     LINE     2087349256  
  [***]   [***]   Twin Falls   ID   4/1/2009     2087349256     AT&T
[***]
  Voice   [***]     7076492316       70764923160309     LINE     7076492316    
[***]   [***]   VALLEJO   CA   3/28/2009     7076492316     AT&T
[***]
  Voice   [***]     7076492316       70764923160309     OTHER     8761575    
[***]   [***]   VALLEJO   CA   3/28/2009           AT&T
[***]
  Voice   [***]     10009524678       100095246780409     LINE     3605743485  
  [***]   [***]   Vancover   WA   4/1/2009     3605743485     AT&T
[***]
  Voice   [***]     10009524678       100095246780409     LINE     3608850322  
  [***]   [***]   Vancover   WA   4/1/2009     3608850322     AT&T
[***]
  Voice   [***]     206Z220457       206Z2204570309     LINE     3605743485    
[***]   [***]   Vancover   WA   3/22/2009     3605743485     QWEST
[***]
  Voice   [***]     206Z220457       206Z2204570309     LINE     3608850322    
[***]   [***]   Vancover   WA   3/22/2009     3608850322     QWEST
[***]
  Voice   [***]     5098912797       50989127970409     LINE     5098912797    
[***]   [***]   VERADALE   WA   4/2/2009     5098912797     QWEST
[***]
  Voice   [***]     10009524678       100095246780409     LINE     5098912797  
  [***]   [***]   VERADALE   WA   4/1/2009     5098912797     AT&T
[***]
  Voice   [***]     10009524678       100095246780409     LINE     5095274783  
  [***]   [***]   WALLA WALLA   WA   4/1/2009     5095274783     AT&T
[***]
  Voice   [***]     206Z220457       206Z2204570309     LINE     5095274783    
[***]   [***]   WALLA WALLA   WA   3/22/2009     5095274783     QWEST
[***]
  Voice   [***]     7166774894       71667748940409     LINE     7166774894    
[***]   [***]   West Linn   OR   4/16/2009     7166774894     VERIZON
[***]
  Voice   [***]     10009524678       100095246780409     LINE     5036552749  
  [***]   [***]   West Linn   OR   4/1/2009     5036552749     AT&T
[***]
  Voice   [***]     503Z220305       503Z2203050309     LINE     5036552749    
[***]   [***]   West Linn   OR   3/22/2009     5036552749     QWEST
[***]
  Voice   [***]     503Z220305       503Z2203050409     LINE     5036552749    
[***]   [***]   West Linn   OR   4/22/2009     5036552749     QWEST
[***]
  Voice   [***]     9544733800001       954473380409     LINE     4252568186    
[***]   [***]           4/1/2009     9544733800001     AT&T TELECONFERENCE
SERVICES
[***]
  Voice   [***]     4254833395       42548339950409     LINE     4254833995    
[***]   [***]           4/13/2009           VERIZON
[***]
  Voice   [***]     4254833995       42548339950409     LINE     4254833995    
[***]   [***]           4/13/2009           VERIZON
[***]
  Voice   [***]     5035790478       50357904780309     LINE     5035790478    
[***]   [***]           3/22/2009     5035790478     VERIZON
[***]
  Voice   [***]     10009524678       100095246780409     LINE     5035790478  
  [***]   [***]           4/1/2009     5035790478     AT&T
[***]
  Voice   [***]     4254543238       42545432380309     LINE     4254543238    
[***]   [***]   BELLEVUE   WA   3/8/2009     4254543238     QWEST
[***]
  Voice   [***]     10009524678       100095246780409     LINE     4252565000  
  [***]   [***]   BELLEVUE   WA   4/1/2009     4252565000     AT&T
[***]
  Voice   [***]     10009524678       100095246780409     LINE     4256462797  
  [***]   [***]   BELLEVUE   WA   4/1/2009           AT&T
[***]
  Voice   [***]     206Z220457       206Z2204570309     LINE     4254543238    
[***]   [***]   BELLEVUE   WA   3/22/2009     4254543238     QWEST
[***]
  Voice   [***]     206Z220457       206Z2204570309     LINE     4254541821    
[***]   [***]   BELLEVUE   WA   3/22/2009           QWEST
[***]
  Voice   [***]     206Z220457       206Z2204570309     LINE     4256462797    
[***]   [***]   BELLEVUE   WA   3/22/2009           QWEST
[***]
  Voice   [***]   ASYEASYW02   ASYEASYW020409   LINE     4252565000     [***]  
[***]   BELLEVUE   WA   4/1/2009     4252565000     AT&T
[***]
  Voice   [***]   CDACSY   CDACSY0409   OTHER   CDACSY   [***]   [***]  
BELLEVUE   WA   4/1/2009           AT&T
[***]
  Voice   [***]     4128312172       41283121720409     LINE     4128312172    
[***]   [***]   BETHEL PARK   PA   4/10/2009           VERIZON
[***]
  Voice   [***]     4128314835       41283148350409     LINE     4128314835    
[***]   [***]   BETHEL PARK   PA   4/10/2009           VERIZON
[***]
  Voice   [***]     4128316483       41283164830409     LINE     4128316483    
[***]   [***]   BETHEL PARK   PA   4/10/2009           VERIZON
[***]
  Voice   [***]     6175575103       61755751030409     LINE     6175575103    
[***]   [***]   BOSTON   MA   4/12/2009           VERIZON
[***]
  Voice   [***]     6103978615       61039786150309     LINE     6103978615    
[***]   [***]   CONSHOHOCKEN   PA   3/21/2009           VERIZON

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.

 

--------------------------------------------------------------------------------

 

     

                                                                      Location  
Voice or Data   Remote Worker   Account Number   Invoice Number   Inventory Type
  Inventory Item   Total   Street 1   City   State   Invoice Date   BTN  
Carrier
[***]
  Voice   [***]     6103978615       61039786150409     LINE     6103978615    
[***]   [***]   CONSHOHOCKEN   PA   4/21/2009           VERIZON
[***]
  Voice   [***]     6108287540       61082875400409     LINE     6108287540    
[***]   [***]   CONSHOHOCKEN   PA   4/12/2009           VERIZON
[***]
  Voice   [***]     6177251200       61772512000409     LINE     6177250310    
[***]   [***]   EXTON   PA   4/2/2009     6177251200     VERIZON
[***]
  Voice   [***]     6177251200       61772512000409     LINE     6177251200    
[***]   [***]   EXTON   PA   4/2/2009     6177251200     VERIZON
[***]
  Voice   [***]     6177251200       61772512000409     LINE     6177251201    
[***]   [***]   EXTON   PA   4/2/2009     6177251200     VERIZON
[***]
  Voice   [***]     6177251200       61772512000409     LINE     6177251202    
[***]   [***]   EXTON   PA   4/2/2009     6177251200     VERIZON
[***]
  Voice   [***]     6177251200       61772512000409     LINE     6177251203    
[***]   [***]   EXTON   PA   4/2/2009     6177251200     VERIZON
[***]
  Voice   [***]     6177251200       61772512000409     LINE     6177251204    
[***]   [***]   EXTON   PA   4/2/2009     6177251200     VERIZON
[***]
  Voice   [***]     6177251200       61772512000409     LINE     6177251205    
[***]   [***]   EXTON   PA   4/2/2009     6177251200     VERIZON
[***]
  Voice   [***]     6177251200       61772512000409     LINE     6177250115    
[***]   [***]   EXTON   PA   4/2/2009     6177251200     VERIZON
[***]
  Voice   [***]     10009524678       100095246780409     LINE     6177251202  
  [***]   [***]   EXTON   PA   4/1/2009     6177251200     AT&T
[***]
  Voice   [***]     10009524678       100095246780409     LINE     6177250115  
  [***]   [***]   EXTON   PA   4/1/2009     6177251200     AT&T
[***]
  Voice   [***]     3173347350       31733473500409     LINE     3173347350    
[***]   [***]   INDIANAPOLIS   IN   4/13/2009           AT&T
[***]
  Voice   [***]     3178753798       31787537980309     LINE     3178753798    
[***]   [***]   INDIANAPOLIS   IN   3/28/2009     3178753798     AT&T
[***]
  Voice   [***]     10009524678       100095246780409     LINE     3178753798  
  [***]   [***]   INDIANAPOLIS   IN   4/1/2009     3178753798     AT&T
[***]
  Voice   [***]     9494623279       94946232790309     LINE     9494623279    
[***]   [***]   LAKE FOREST   CA   3/22/2009     9494623279     AT&T
[***]
  Voice   [***]     3054638449       30546384490309     LINE     3054638449    
[***]   [***]   MIAMI   FL   3/26/2009           AT&T
[***]
  Voice   [***]     3057156100       30571561000409     LINE     3057156100    
[***]   [***]   MIAMI   FL   4/4/2009           AT&T
[***]
  Voice   [***]     7863319466       78633194660309     LINE     7863319466    
[***]   [***]   MIAMI   FL   3/23/2009           AT&T
[***]
  Voice   [***]     8602900164       86029001640409     LINE     8602900164    
[***]   [***]   SOUTH WINDSOR   CT   3/1/2009           AT&T
[***]
  Voice   [***]     10009524678       100095246780409     LINE     8602895937  
  [***]   [***]   SOUTH WINDSOR   CT   4/1/2009           AT&T
 
  Voice   [***]     8602916600       86029166000409     LINE     8602916600    
[***]   [***]           4/9/2009     8602916600539     AT&T
 
  VOICE                                   [***]                            

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.