secwatch.observer — SEC 8-K summary ====================================== Issuer: Voya Financial, Inc. (VOYA) CIK: 0001535929 Form: 8-K Filed at: 2024-01-08T23:59:59+00:00 Accession: 0001535929-24-000004 Event type: other_material Sentiment: negative Materiality: 0.75 Item codes: 7.01 LLM model: deepseek-v4-flash:cloud@v2 Voya Q4 2023 alt investment income ~$0-10M, ~$45-55M below long-term expectations -------------------------------------------------------------------------------- - Alternative investment income & prepayment fees for Q4 2023 estimated at $0-$10M pre-tax, $45-55M below long-term expectations (before variable compensation). - Long-term expectation: 9% annual return on alternatives; 10 bps annual contribution to yield from prepayment fees. - Figures include general account alternative income and Investment Management segment capital returns. - Preliminary estimates have not been audited; actual results may differ materially. - Voya plans to release full Q4 earnings on February 6, 2024. Source: EDGAR index: https://www.sec.gov/Archives/edgar/data/1535929/000153592924000004/0001535929-24-000004-index.htm Primary doc: https://www.sec.gov/Archives/edgar/data/1535929/000153592924000004/voya-20240108.htm HTML page: https://secwatch.observer/filing/0001535929-24-000004 License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer