Fidelity & Guaranty Life Business Services, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Fidelity & Guaranty Life Business Services, Inc. (EIN 43-1914674) is a plan sponsor located in Des Moines, IA with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
43-1914674
Location
Des Moines, IA
Loaded plans
3
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Fidelity & Guaranty Life Business Services, Inc.

  • 3 loaded plans hold $133.6M in reported assets.
  • The largest, Fidelity & Guaranty Life 401(K) Plan, holds 100% of this company's reported plan assets.
  • Plans cover 2,841 reported participants.
  • 1 of 3 plans report full financial statements.
  • 1 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$133.6MSummed across loaded plans$133,553,432
Total reported assets$133.6M$133,553,432
Total reported participants2.8K2,841
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$133.6M total assets
Net assets$133.6MLiabilities$0
Contributions & income
Employer contributions$8.5M
Participant contributions$12.5M
Total income / additions$49.2M
Expenses & distributions
Benefits paid / distributions$9.3M
Total expenses$9.4M
Net increase / (decrease)$39.8M

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation1 / 3 (33%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Fidelity & Guaranty Life 401(K) Plan
Participants per plan947Average across loaded plans
Loaded plans3
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 1,089 participants · 2023
  2. 2
    Plan #501 · 885 participants · 2023
  3. 3
    Plan #505 · 867 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Fidelity & Guaranty Life Business Services, Inc.. Open one for its full reported snapshot.

  1. 2023
    Fidelity & Guaranty Life Business Services Welfare Benefits Plan885 participants · 2No schedules
    View filing →
  2. 2023
    Fidelity & Guaranty Life Business Services Severance Plan867 participants · 2No schedules
    View filing →
  3. 2023
    Fidelity & Guaranty Life 401(K) Plan1,089 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Fidelity & Guaranty Life Business Services, Inc. report on Form 5500?
Fidelity & Guaranty Life Business Services, Inc. (EIN 43-1914674) reports 3 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Fidelity & Guaranty Life Business Services, Inc.?
The Employer Identification Number (EIN) reported for Fidelity & Guaranty Life Business Services, Inc. is 43-1914674.
What is the latest Form 5500 filing year for Fidelity & Guaranty Life Business Services, Inc.?
The latest loaded Form 5500 filing year for Fidelity & Guaranty Life Business Services, Inc. is 2023.

Related Form 5500 pages