2023 Form 5500 filing — The Guardian Master Investment Trust 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 20240924110847NAL0026002946001) for The Guardian Master Investment Trust Plan, reported by The Guardian Life Insurance Company Of America under EIN 13-5123390 and plan number 026. It reports not reported in the loaded dataset participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240924110847NAL0026002946001
- Filing year
- 2023
- Form type
- 4
- Plan sponsor
- The Guardian Life Insurance Company Of America
- EIN
- 13-5123390
- Plan number
- 026
- Location
- New York, NY
- Participants
- not reported in the loaded dataset
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,927,506,401
- Total liabilities (EOY)
- $1,484,850
- Net assets (EOY)
- $1,926,021,551
- Employer contributions
- $0
- Participant contributions
- $0
- Total income / additions
- $307,902,189
- Benefits paid
- $0
- Administrative expenses
- $1,338,473
- Total expenses
- $1,338,473
- Net increase / (decrease)
- $306,563,716
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $0 | $0 |
| Wealth Management Systems Inc | NONE | $0 | $0 |