2023 Form 5500 filing — Guardian Insurance Company Inc. Puerto Rico Savings Plan

Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240613140110NAL0049074496001) for Guardian Insurance Company Inc. Puerto Rico Savings Plan, reported by Guardian Insurance Company under EIN 66-0407057 and plan number 001. It reports 26 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

Form 5500 2 · 2023

Filing snapshot

Net assets (EOY)$682.6KReported net assets$682,631
Participants26
Provider compensationNone reported
Schedules filedSchedule ILoaded schedules
EFAST2 acknowledgement
20240613140110NAL0049074496001
Plan sponsor
Guardian Insurance Company
EIN
66-0407057
Plan number
001
Location
Guaynabo, PR
Received date
not reported in the loaded dataset
How to read this filing
  • This is a single annual Form 5500 filing, identified by its EFAST2 acknowledgement id.
  • Schedule chips (Sch H / I / C) show which schedules this filing includes.
  • Net assets = total assets minus total liabilities (Schedule H/I).
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • For the plan's full history, open the plan profile.
Schedule I · 2023

Reported financial snapshot

Reported figures as filed, in whole dollars. Only fields the filing reports are shown.

Reported balance (end of year)$682.6K total assets
Net assets$682.6KLiabilities
Money in vs. money out
Total income / additions$190.2K
Total expenses$5.4K
Benefits paid / distributions$5K
Contributions
Employer$17.8K
Participant$106.2K
Full reported line items
Total assets (EOY)
$682,631
Net assets (EOY)
$682,631
Employer contributions
$17,796
Participant contributions
$106,187
Total income / additions
$190,172
Benefits paid
$4,957
Administrative expenses
$480
Total expenses
$5,437
Net increase / (decrease)
$184,735

What to inspect next

Frequently asked questions

What does EFAST2 acknowledgement 20240613140110NAL0049074496001 cover?
It is the 2023 Form 5500 filing for Guardian Insurance Company Inc. Puerto Rico Savings Plan, reported by Guardian Insurance Company (EIN 66-0407057).
Which Form 5500 schedules are attached to this 2023 filing?
Attached schedules in the loaded dataset include Schedule I (small plan financials).

Related Form 5500 pages