Plan5500

Money Group Glife Benefits Plan — 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, Money Group Glife Benefits Plan (EIN 66-0855069) is a plan sponsor located in Guaynabo, PR with 1 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
66-0855069
Location
Guaynabo, PR
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 Money Group Glife Benefits Plan

  • 3 loaded plans hold $2.6M in reported assets.
  • The largest, Money Group Retirement Plan Plan, holds 100% of this company's reported plan assets.
  • Plans cover 364 reported participants.
  • 1 of 3 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.6MSummed across loaded plans$2,569,922
Total reported assets$2.6M$2,569,922
Total reported participants364
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$2.6M total assets
Net assets$2.6MLiabilities$0
Contributions & income
Employer contributions$267.6K
Participant contributions$478.9K
Total income / additions$1.1M
Expenses & distributions
Benefits paid / distributions$174.7K
Total expenses$174.7K
Net increase / (decrease)$972.4K

Data coverage

Plans with financial statements1 / 3 (33%)
Plans with provider compensation0 / 3 ()

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%Money Group Retirement Plan Plan
Participants per plan121Average 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
    Money Group Retirement Plan Plan$2.6M
    Plan #001 · 138 participants · 2023
  2. 2
    Money Group Health Plannot reported in the loaded dataset
    Plan #501 · 118 participants · 2023
  3. 3
    Money Group Glife Benefits Plannot reported in the loaded dataset
    Plan #502 · 108 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Money Group Glife Benefits Plan. Open one for its full reported snapshot.

  1. 2023
    Money Group Glife Benefits Plan108 participants · 2No schedules
    View filing →
  2. 2023
    Money Group Retirement Plan Plan138 participants · 2Sch H
    View filing →
  3. 2023
    Money Group Health Plan118 participants · 2No schedules
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Money Group Glife Benefits Plan report on Form 5500?
Money Group Glife Benefits Plan (EIN 66-0855069) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Money Group Glife Benefits Plan?
The Employer Identification Number (EIN) reported for Money Group Glife Benefits Plan is 66-0855069.
What is the latest Form 5500 filing year for Money Group Glife Benefits Plan?
The latest loaded Form 5500 filing year for Money Group Glife Benefits Plan is 2023.

Related Form 5500 pages